We at Homeosphere consultant are leading the industry with professional excellence.

We have a tight
focus on meeting regulation, a passion for superior customer service, and committed to investing the best
resources. That means bringing in experienced experts, training the experts of the future, a using cutting-
edge tech to drive standards ever upwards. Our passion is creating landmarks that meet global standards,
optimize the values of our family, and are built on legacy of trust.

Our vision of “BETTER INVESTMENT FOR MORE PEOPLE” extends across geographies, markets, price
points and consumer segments. By forging the finest global partnerships, and developing the best people
and processes, we have been able to create landmark developments.
Profile – Finance / Wealth Management Trainee

Intern will cover both theoretical and practical aspects of the Industry. During theoretical classroom
session’s conceptual understanding will be generated for financial products (i.e. Mutual Funds, Life
Insurance, Health Insurance, etc.) and in-depth understanding of Human Life Value Calculation,
Retirement Planning, Tax Planning, Risk management and setting of financial goals will be imparted

Key Responsibilities

 Meet with clients to determine their investments needs.

 Assists clients in developing a tailor-made portfolio.
 Monitor Client Investment.
 Studies client’s financial holding Income and Financial background.
 Advise clients for the best Investments opportunities and strategies for their lifestyle.
 Attend Investment firms’ meetings.
 Deliver presentation on client portfolios and recent market trends.
 Devise new and effective ways to successfully manage client portfolio.
 Networks with clients to build strong relationship.

Stipend
 Rs 8,000 (subjected to successful completion of training, assignments given and minimum
benchmark achievement).