Customer Service Executive

This section outlines the core duties, required profile, and expected outcomes of the financial services internship. This document consolidates the internship ' s Key Responsibilities, Requirements, Benefits, and the Work Schedule & Location details.

Internship Role & Duration

1.Duration: 2 to 6 Months

2.Stipend Range: ₹12,000 - ₹17,000 per month

3.Office Timings: 10:30 AM – 6:30 PM

4.6 days a week

5.Perks & Benefits: Hands-on exposure in the financial services industry.

Training certifications from Systematic Investment upon successful completion.

Key Responsibilities The internship focuses on critical areas of the financial services business:

1. Client Servicing: Communicate with clients to understand their requirements and provide appropriate solutions. Learn how to handle client queries and coordinate with customer support when required.

2. Technical Learning & Product Knowledge: Gain practical understanding of financial processes such as Account Opening, Transaction Handling, and Customer Query Resolution Attend structured training and development sessions covering financial product knowledge in: Mutual Funds (MFs) Fixed Deposits (FDs) Non-Convertible Debentures (NCDs) Alternate Investment Funds (AIFs) Portfolio Management Services (PMS)

3. Performance & Reporting: Participate in regular workshops and knowledge sessions. Learn professional communication, sales etiquette, and financial product presentation skills. Maintain a daily work log and goal sheet as assigned. Report weekly progress and attend feedback sessions.

Essential Requirements & Outcomes We are seeking candidates who demonstrate: Strong communication and interpersonal skills. Willingness to approach and interact with new people.

Eagerness to learn financial concepts and client management.

Learning Outcomes & Benefits Upon successful completion, the candidate will have: A strong understanding of financial products and the investment landscape. Learned effective cold approaches, lead management, and client servicing.

Gained real-world experience in sales and business development within the financial sector.

Built professional communication and negotiation skills