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  • John Bros - Job Description

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    Ankita Tripathy
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    The internship at John Bros Financial Services will involve both classroom learning and practical experience in finance and marketing. In classroom sessions, interns will learn about financial products and concepts like retirement planning and risk management. Practically, interns will meet with clients, understand their financial situations, and develop tools to help them meet goals by creating budgets, investment plans, and savings timelines. The goal is to provide interns with conceptual knowledge and hands-on experience in the financial industry.

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    The internship at John Bros Financial Services will involve both classroom learning and practical experience in finance and marketing. In classroom sessions, interns will learn about financial products and concepts like retirement planning and risk management. Practically, interns will meet with clients, understand their financial situations, and develop tools to help them meet goals by creating budgets, investment plans, and savings timelines. The goal is to provide interns with conceptual knowledge and hands-on experience in the financial industry.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    114 views1 page

    John Bros - Job Description

    Uploaded by

    Ankita Tripathy
    The internship at John Bros Financial Services will involve both classroom learning and practical experience in finance and marketing. In classroom sessions, interns will learn about financial products and concepts like retirement planning and risk management. Practically, interns will meet with clients, understand their financial situations, and develop tools to help them meet goals by creating budgets, investment plans, and savings timelines. The goal is to provide interns with conceptual knowledge and hands-on experience in the financial industry.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    JOHN BROS FINANCIAL SERVICES

    YOUR PERFECT FINANCIAL PARTNER

    JOB DESCRIPTION

    Finance and marketing


    The Internship will be fragmented to cover both theoretical and practical aspects of Financial Industry.
    During theoretical classroom sessions conceptual understanding will be generated for financial
    products (i.e. Mutual Funds, Life Insurance, Health Insurance, Demat account, Share trading etc.) And
    in-depth understanding of Human Life Value Calculation, Retirement Planning, Tax Planning, Risk
    management and setting of financial goals will be imparted For gaining practical exposure interns will
    meet individuals (through referrals, corporate activities, Promotional drives, etc.) and generate leads
    for the organization. Interns will interview clients, review their fiscal situations to understand their
    Financial Positions and develop tools to assist in meeting financial goals. The Financial tools would
    include developing a family budget, tax sheltered investment plan, retirement savings and a major
    purchase timeline.

    Registered Office : EWS 430 Neem Sarai , Mundera , Allahabad – 211001 (UP)

    Branch Office: 505 Sanaskariti Aracade Kaspate Vasti, Wakad, Pune-411057 (MH)

    Website : Johnbrosfinancialservices.com | Contact Number : 8419057609 , 02046764945

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