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Relationship Executive Intern

Coinhaus Capital Private LimitedKL, IN23h ago
Full-timevia indeed

Job Description

  • *Relationship Executive Intern – Wealth Management**
  • *Location:** Thiruvananthapuram, Kerala (On\-site)

About the Role

We are looking for enthusiastic and motivated graduates to join our Wealth Management team as intern. This internship is ideal for candidates who want to build a career in the financial services industry. No prior experience is required—comprehensive training will be provided.

Key Responsibilities

  • Assist clients with account opening and KYC documentation.
  • Support Mutual Fund account setup and SIP registrations.
  • Follow up with clients for required documents and service requests.
  • Respond to basic client queries related to Mutual Funds and SIPs.
  • Coordinate with the Operations team to ensure smooth processing of client requests.
  • Maintain accurate client records in CRM, Excel, and internal systems.
  • Ensure confidentiality and accuracy while handling client information.
  • Learn about Wealth Management products, client servicing, and financial processes.

Eligibility

  • Any Graduate (B.Com, BBA, BBA Finance, or equivalent preferred).
  • Freshers are welcome to apply.
  • Candidates with an interest in finance, investments, or wealth management are encouraged to apply.

Skills Required

  • Good communication skills in Malayalam and basic English.
  • Basic knowledge of MS Excel, Email, and Google Sheets.
  • Good interpersonal and customer service skills.
  • Strong attention to detail and willingness to learn.
  • Positive attitude and eagerness to build a career in the financial services industry.

Stipend

  • *₹3,000 – ₹10,000 per month** (based on skills and performance)

Internship Duration

  • *3–6 Months**

Career Opportunity

Successful interns may be offered a full\-time position in the **Wealth Management** team based on performance and business requirements.

Share your cv to: hr@coinhauscapital.com

Pay: ₹5,000\.00 \- ₹10,000\.00 per month

Benefits

  • Cell phone reimbursement
  • Flexible schedule
  • Paid sick time
  • Paid time off

Work Location: In person

Job Overview

Job type
Full-time
Work mode
On-site
Location
Kochi
Posted
23h ago
Source
Indeed