Finance Executive

Job Title: Finance Internship

Company: I Cap Financial Services

Location: Bangalore

Type: Internship

Duration: 3 - 6 Months

About I Cap Financial Services

I Cap Financial Services is a well-established financial advisory firm with over 11+ years of industry presence, providing investment solutions across Equities, Mutual Funds, IPOs, PMS, AIFs, and Wealth Management. We focus on ethical advisory, client education, and long-term wealth creation.

Roles & Responsibilities

1. Identify and generate potential leads through provided data and market research

2. Assist in client acquisition for financial products such as:

○ Mutual Funds

○ Equities

○ IPOs

○ PMS / AIFs

3. Follow up with prospective clients via calls, WhatsApp, and emails

4. Assist Relationship Managers and Advisors in day-to-day client servicing

5. Track and maintain client and lead data in CRM or Excel

6. Conduct basic market research and competitor analysis

7. Help prepare investment-related reports, presentations, and documentation

8. Ensure compliance with internal processes and SEBI guidelines Required Skills &

Qualifications

● Pursuing or completed B.Com / BBA / BBM / MBA (Finance) / CFA (Level 1 preferred) ● Basic understanding of stock markets and financial products

● Good communication skills (English & Hindi; regional language is a plus)

● Comfortable with calling and interacting with clients

● Basic knowledge of MS Excel and Google Sheets

● Willingness to learn and work in a target-driven environment What You Will Gain

● Practical exposure to real-time financial markets

● Hands-on experience in client handling and advisory operations

● Training on financial products and sales techniques

● Internship certificate & performance-based incentives

● Opportunity for full-time role based on performance

• It is a Full Time Sales / Business Development job for candidates with 0 - 6 months of experience.