Job Title: Finance Intern
Company: I Cap Financial Services

Location: Bangalore

Internship Type: Full-time / 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
2. 
   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