Internship in Client Relationship Management

Full Time
Ram Mandir - Mumbai

Organization: A D Naikwealth Pvt. Ltd

Website :

Company Profile:

Naikwealth was founded by Late Mr. Ashok Naik in the year 1989 and for more than 25 years his legacy has been carried forward by Mr. Nikhil Naik and his team of passionate people. Naikwealth has expertise in Wealth Management and was honored by the prestigious award of CNBC as the Best Independent Financial Advisor – West Zone for the year 2014-15 & 2016-17.

Naik Wealth’s core purpose is ‘to empower people to move to the next level ‘and the philosophy is entirely client-centric, with a clear focus on providing long-term value addition to clients while maintaining the highest standard of excellence, ethics, and professionalism.

As of now Naikwealth is managing more than 5000 families and growing successfully in this competitive Industry. Naikwealth also organizes many public seminars on contemporary issues like Budget Analysis, Share Market, Career Guidance, how to plan investments for children, Inflation, and so on.

Job Description:

  • Basic Operational work relating to Mutual Funds and insurance.
  • Project work – to be completed within a specified date.
  • Project work related to Data, KYC, and non – Financial Transactions.
  • Analysing the Data and working on completing the Regulatory requirement.
  • Period: 3 months minimum.

    Stipend:As per tenure and working hours

    Candidate requirement:

  • CFP Professionals or CFP all modules cleared
  • Hiring Manager Details:

    [email protected]