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Jobs in Finance: Internship in Global Investment Management Firm (Mumbai)

April 1, 2013
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Role: Finance Intern

Firm: One of the leading Global Investment Management Firm

Department: Fund Accounting: PMS Operations

Location: Mumbai

Duration: April 08, 2013 to June 30, 2013 (3 months)

Stipend: As per company standards

Key roles and responsibilities as follows:

  • Check with branches on the current status of the demat forms –MIS to be updated on internal site
  • Co-ordinate with all branches to get the forms sent to Mumbai
  • Fill up fresh forms (where required ) for the clients based on the documents provided by the client
  • Prepare MIS of the supporting docs missing
  • Dispatch the filled up forms to branches for signing of forms/providing missing supporting docs
  • Contact clients at the respective locations directly and fix up appointment for completing of the formalities
  • On receipt of forms from the branches scrutinize docs.
  • Coordinate with bank for the pick-up of the completed documents or send docs back to branch if formalities not completed.
  • Co-ordinate with banks on status/IPV etc
  • Co-ordinate with Sales/Customer Services Dept
  • Resolve discrepancies
  • Prepare MIS of current status on a fortnightly basis for circulation to all concerned.
  • Send reminders to clients via letters and emails
  • Maintain tracker with details on the status on internal site.
  • Make outbound calls to the clients where documents are yet to be received.
  • Meet the client in person and help him in filling up the application and the documents. (Mumbai only)

 Interested students are advised to send their updated resume latest by 3rd April, 2013.

Contact Person: Mr. Puneet Batra (


About the Author

Trusted by Fortune 500 Companies and 10,000 Students from 40+ countries across the globe, it is one of the leading International Training providers for Finance Certifications like FRM®, CFA®, PRM®, Business Analytics, HR Analytics, Financial Modeling, and Operational Risk Modeling. EduPristine has conducted more than 500,000 man-hours of quality training in finance.


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