Job Title: Product Desk Intern (Preferably CFP or Pursuing CFP)

Location: Ahmedabad

Employment Type: Full-time Internship

Experience Level: Pursuing Post-Graduation (Preferably CFP certified or pursuing CFP)

Job Overview:

We are seeking a dynamic and highly organised individual to join our team as a Product Desk Intern. The ideal candidate will manage the product desk, ensure compliance with regulatory standards and oversee social media management. This role requires someone with a passion for financial products, a keen understanding of regulatory compliance and the ability to effectively engage with clients on social platforms.

Key Responsibilities:

• Product Desk:

• Oversee and manage the financial products desk, including Mutual Funds, PMS, AIF and other investment products.
• Assist in preparing product presentations, keeping track of product updates and coordinating with product manufacturers.
• Address client queries and provide product-specific information to clients and the advisory team.

• Compliance Management:

• Ensure compliance with SEBI, AMFI and other regulatory bodies.
• Maintain accurate documentation for client transactions and internal processes.
• Regularly review and update compliance procedures to stay in line with regulatory changes.

• Social Media Management:

• Manage company’s LinkedIn and other social media platforms to enhance brand visibility and client engagement.
• Create and post content related to financial products, market insights and client education.
• Monitor and respond to client interactions on social media platforms.

Required Skills:

Educational Qualifications:

• Graduate in Finance, Business or related field.
• CFP certification or currently pursuing CFP (Certified Financial Planner) is highly preferred.

Technical Skills:

• Strong understanding of mutual funds, investment products and financial planning principles.
• Basic knowledge of SEBI and AMFI guidelines.
• Experience with social media platforms, particularly LinkedIn and understanding of how to engage with a professional audience.

Soft Skills:

• Excellent verbal and written communication skills to interact with clients and create content for social media.
• Organizational skills to manage multiple responsibilities across product, compliance and social media functions.
• Detail-oriented and proactive approach to ensuring compliance with industry regulations.

Tools and Software:

• Familiarity with financial software/tools.
• Experience with social media management tools (e.g., Hootsuite, Buffer) for content scheduling and analytics.

Why Join Us:

• Opportunity to work with HNI clients and gain hands-on experience in financial product management and compliance
• Collaborative work environment with ample opportunities for learning and professional growth.
• Exposure to strategic financial advisory and the latest market trends.

If you are passionate about finance and eager to make a mark in product management, compliance, and social media, we would love to hear from you!