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About the job
Job Title: Finance Intern
Company: I Cap Financial Services
Location: Bangalore
Internship Type: Full-time / Internship (Unpaid)
Duration: 3 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 *
- Identify and generate potential leads through provided data and market research
- Assist in client acquisition for financial products such as: ○ Mutual Funds ○ Equities ○ IPOs ○ PMS / AIFs
- Follow up with prospective clients via calls, WhatsApp, and emails
- Assist Relationship Managers and Advisors in day-to-day client servicing
- Track and maintain client and lead data in CRM or Excel
- Conduct basic market research and competitor analysis
- Help prepare investment-related reports, presentations, and documentation
- 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
About the company
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