VALUE
Website:
value.marketing
Job details:
Selected Intern's Day-to-day Responsibilities Include
- Product pitching:
- Present and explain our model portfolio offerings to institutional and sophisticated clients
- Clearly articulate investment philosophy, portfolio construction logic, and risk positioning
- Customize pitch based on client profile
- Client engagement:
- Maintain communication with existing clients
- Collect structured feedback on portfolio performance and service experience
- Relay insights to the research team for refinement
About Company: Shashank Mahajan, the founder of Value Educator, is a full-time investor and can be your go-to financial advisor. He is passionate about business analysis, its growth, and entrepreneurship, and exploring them in search of new aspects to uplevel his personal and professional life.
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