Mutual Fund Operations - Internship

About the internship:Selected intern's day-to-day responsibilities include:

1. Assist with onboarding individual, corporate, or minor investment accounts on the Bombay Stock Exchange (BSE)

2. Execute orders such as systematic investment plans (SIP), systematic withdrawal plans (SWP), systematic transfer plans (STP), redemptions, dividends and switches for mutual fund clients

3. Prepare and send periodic performance and other relevant reports to clients

4. Reconcile accounts and portfolios on a daily, weekly, and monthly basis

5. Conduct thorough research of various mutual funds to provide informed recommendations to clients

6. Manage and operate multiple popular mutual fund trading platforms, including BSE STAR MF, IFA Planet, ICICI Prudential Technology, and FundzBazar

7. Ensure compliance with SEBI, AMFI, and other regulatory bodies

8. Respond promptly and effectively to client inquiries regarding their investments and account-related mattersWho can apply:Only those candidates can apply who:are available for full time (in-office) internshipcan start the internship between 14th Oct'26 and 18th Nov'26are available for duration of 3 monthshave relevant skills and interests* Freshers looking for jobs may also applyStipend:INR₹ 5,000 - 8,000 /monthDeadline:[hidden]:59:59Other perks:Certificate, Letter of recommendation, Flexible work hours, Job offerSkills required:MS-Excel, Financial Modeling, Advanced Excel, Stock Trading, Investing and Portfolio ManagementOther Requirements:1. The candidate must have mutual fund knowledge2. The candidate must have a graduation or higher3. NISM mutual fund certificateAbout Company:TG Levels Private Limited is a SEBI-registered stock research firm in India, operating under the brand name TG Levels. We provide structured and data-driven research services in intraday options and commodities trading, enabling clients to make informed and disciplined trading decisions. Our focus is on delivering actionable analysis that improves consistency and decision quality for active traders. Alongside research services, we operate an online stock market education platform under Mentorchamp Edtech Pvt. Ltd. Since 2018, we have trained over 50,000+ students and achieved 100,000+ app downloads, establishing ourselves as a trusted name in stock market education. Our courses are designed to build practical understanding, risk awareness, and real-world trading skills.Additional information:Job offer: On successful conversion to a permanent employee, the candidate can expect a salary of ₹ 300000 to 400000/year

Responsibilities

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

1. Assist with onboarding individual, corporate, or minor investment accounts on the Bombay Stock Exchange (BSE)

2. Execute orders such as systematic investment plans (SIP), systematic withdrawal plans (SWP), systematic transfer plans (STP), redemptions, dividends and switches for mutual fund clients

3. Prepare and send periodic performance and other relevant reports to clients

4. Reconcile accounts and portfolios on a daily, weekly, and monthly basis

5. Conduct thorough research of various mutual funds to provide informed recommendations to clients

6. Manage and operate multiple popular mutual fund trading platforms, including BSE STAR MF, IFA Planet, ICICI Prudential Technology, and FundzBazar

7. Ensure compliance with SEBI, AMFI, and other regulatory bodies

8. Respond promptly and effectively to client inquiries regarding their investments and account-related matters