About the work from home job/internship
Selected intern's day-to-day responsibilities include:
1. Assisting clients in understanding the process and benefits of opening a demat account for stock trading or investment purposes
2. Collecting and verifying necessary documents from clients for opening demat accounts, ensuring compliance with regulatory requirements
3. Initiating and managing the process of opening demat accounts with the respective brokerage firms or financial institutions
4. Providing guidance and educational material to clients on how to use the Demat account platform, navigate features, and understand trading options
5. Addressing client queries, troubleshooting account-related issues, and ensuring a smooth account opening experience
6. Staying updated on the latest regulations and compliance standards related to demat account opening and ensuring adherence to these guidelines
7. Working with the brokerage or financial institution's team to streamline the account opening process and improve customer experience
8. Maintaining accurate records of account opening procedures, documentation, and client interactions for compliance purposes
9. Gathering feedback from clients about their experience and suggesting improvements to enhance the account opening process
10. Training and Development: Continuously learning about new features or updates in demat account services and providing insights to the team for better client engagement
Skill(s) required
Financial literacy
Stock Trading
Earn certifications in these skills
Who can apply
Only those candidates can apply who:
1. are available for the work from home job/internship
2. can start the work from home job/internship between 16th Apr'24 and 21st May'24
3. are available for duration of 1 month
4. have relevant skills and interests
Perks
Certificate
Letter of recommendation
Number of openings
16
About One's Own Financer
We, as a leading finance and stock market analysis firm, were established in 2020. We specialize in equity research, and portfolio management, offering tailored financial solutions to our diverse client base of over 250 individuals and businesses. With a team of seasoned financial experts and market analysts, we provide valuable insights and recommendations to empower our clients in making informed investment decisions.
Our personalized portfolio management services cater to individual risk tolerance, financial goals, and time horizons, ensuring optimal asset allocation for maximum returns and minimized risks. Our comprehensive financial planning covers areas such as retirement planning, tax optimization, and estate planning, paving the way to financial freedom and prosperity. We prioritize trust, transparency, and professionalism, enduring relationships with our clients.
