Mutual Fund Operations
Internshala
About the internship
Selected intern's day-to-day responsibilities include
- Assist with onboarding individual, corporate, or minor investment accounts on the Bombay Stock Exchange (BSE)
- Execute orders such as systematic investment plans (SIP), systematic withdrawal plans (SWP), systematic transfer plans (STP), redemptions, dividends and switches for mutual fund clients
- Prepare and send periodic performance and other relevant reports to clients
- Reconcile accounts and portfolios on a daily, weekly, and monthly basis
- Conduct thorough research of various mutual funds to provide informed recommendations to clients
- Manage and operate multiple popular mutual fund trading platforms, including BSE STAR MF, IFA Planet, ICICI Prudential Technology, and FundzBazar
- Ensure compliance with SEBI, AMFI, and other regulatory bodies
- Respond promptly and effectively to client inquiries regarding their investments and account-related matters
Skill(s) required
Advanced Excel Financial Modeling Investing MS-Excel Portfolio Management Stock Trading
Who can apply
Only those candidates can apply who
- are available for full time (in-office) internship
- can start the internship between 5th Jun'26 and 10th Jul'26
- are available for duration of 3 months
- are from Thane, Navi Mumbai, Mumbai only
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