Mutual Fund Operations

About the internship

Selected intern's day-to-day responsibilities include

1. Assist with onboarding individual, corporate, or minor investment accounts on the Bombay Stock Exchange (BSE)

1. Execute orders such as systematic investment plans (SIP), systematic withdrawal plans (SWP), systematic transfer plans (STP), redemptions, dividends and switches for mutual fund clients

1. Prepare and send periodic performance and other relevant reports to clients

1. Reconcile accounts and portfolios on a daily, weekly, and monthly basis

1. Conduct thorough research of various mutual funds to provide informed recommendations to clients

1. Manage and operate multiple popular mutual fund trading platforms, including BSE STAR MF, IFA Planet, ICICI Prudential Technology, and FundzBazar

1. Ensure compliance with SEBI, AMFI, and other regulatory bodies

1. 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

1. are available for full time (in-office) internship

1. can start the internship between 5th Jun'26 and 10th Jul'26

1. are available for duration of 3 months

1. are from Thane, Navi Mumbai, Mumbai only