Operations (Investment And Tax) - With Possible Full-time Role (PPO) At The End - Internship (WFH)

About the internship:You will be the main contact for our customers' document flow. You'll collect, check and track documents across tax filing and investment onboarding, working with a small, friendly team that explains each step.

Selected intern's day-to-day responsibilities include:

1. Request customer documents by email and WhatsApp using templates and checklists, and follow up politely until complete

2. Check documents for accuracy and completeness, and forward them to tax advisors or service providers

3. Return prepared packages to customers for confirmation and track approvals

4. Track KYC and onboarding steps for mutual fund investors in the designated tracker

5. Update the CRM after each interaction

6. Follow up on leads from discovery calls and schedule the next call with the founder/team without recommending products or providing advice

7. Assist in preparing client review packs from templates during November and December

8. Document each process learned step by step so others can follow it

9. Resolve customer or provider questions, or escalate them to the lead with the relevant facts

10. Support special projects and initiatives related to sales, operations, and technology as required

How to apply: Answer the three questions in your own words (You may use AI tools, but copy-pasted AI answers will not be considered)Who can apply:Only those candidates can apply who:are available for the work from home job/internshipcan start the work from home job/internship between 4th Oct'26 and 8th Nov'26are available for duration of 3 monthshave relevant skills and interests* Women wanting to start/restart their career can also apply.* Freshers looking for jobs may also applyStipend:INR₹ 5,000 - 10,000 /monthDeadline:[hidden]:59:59Other perks:Certificate, Letter of recommendation, Flexible work hours, 5 days a week, Job offerSkills required:MS-Word, Client Interaction, MS-Excel, English Proficiency (Written), Effective Communication and PrioritizationOther Requirements:1. Complete all application questions in detail (incomplete applications will not be considered)2. Have 1+ years of experience in operations, coordination or customer support (finance or tax is a plus)3. Can write clear, warm emails in English4. Confident with Excel or Google Sheets and Word5. Organised, careful with documents and reliable with deadlines6. Can work full-time from home with a stable internet connectionAbout Company:NRI Financial Services is engaged in the field of financial planning, investment, and taxation-related services dedicated to NRIs. We have been providing these services for many years, and our clientele includes high-net-worth individuals, primarily non-resident Indians.Additional information:Job offer: On successful conversion to a permanent employee, the candidate can expect a salary of ₹ 200000 to 300000/yearA. You will learn:

1. International income tax for NRIs, mutual fund onboarding (KYC, MFU), CRM tools, and using AI for clear business communication

B. How we work:

1. You'll sign an NDA- You use company email and tools only, and handle personal documents only as the team's process allows

2. We value helping the customer first, honest communication and learning from mistakes

C. After 3 months:

1. A separate full-time offer may be made to those who perform well, for example, 2,00,000-3,00,000 INR per year based on experience and performance. It is not automatic, and the decision is shared in mid-January 2027

Responsibilities

You will be the main contact for our customers' document flow. You'll collect, check and track documents across tax filing and investment onboarding, working with a small, friendly team that explains each step.

Selected intern's day-to-day responsibilities include:

1. Request customer documents by email and WhatsApp using templates and checklists, and follow up politely until complete

2. Check documents for accuracy and completeness, and forward them to tax advisors or service providers

3. Return prepared packages to customers for confirmation and track approvals

4. Track KYC and onboarding steps for mutual fund investors in the designated tracker

5. Update the CRM after each interaction

6. Follow up on leads from discovery calls and schedule the next call with the founder/team without recommending products or providing advice

7. Assist in preparing client review packs from templates during November and December

8. Document each process learned step by step so others can follow it

9. Resolve customer or provider questions, or escalate them to the lead with the relevant facts

10. Support special projects and initiatives related to sales, operations, and technology as required

How to apply: Answer the three questions in your own words (You may use AI tools, but copy-pasted AI answers will not be considered)