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Offer Letter - Rohan Hingorani
Offer Letter - Rohan Hingorani
Offer Letter - Rohan Hingorani
We are delighted to offer you the position of Wealth Management Intern at Primedin Wealth.
Congratulations!
Position Details:
Internship Overview: As a Wealth Management Intern at Primedin Wealth, you will immerse yourself in
the dynamic field of wealth management, gaining invaluable hands-on experience. Working closely with
our seasoned professionals, you will contribute to real-world projects and initiatives while honing
essential skills for your future career.
Gain insights into investment strategies, financial planning, and client relationship management
within the wealth management industry.
Undergo comprehensive training sessions covering various aspects of wealth management,
including investment strategies, financial planning, risk management, and client relationship
management.
Receive access to online resources, industry publications, and educational materials to supplement
your formal training sessions.
Participate in workshops, webinars, and seminars conducted by industry experts to broaden your
knowledge and skill sets.
Benefit from guidance, support, and feedback provided by a dedicated mentor throughout the
internship.
Assist in client acquisition efforts and accompany senior advisors to meetings.
Support research, analysis, and the preparation of client reports under the guidance of senior
advisors.
Collaborate on special projects and initiatives aligned with your interests and our company's
objectives.
Take the NISM exam, which will provide you with in-depth knowledge and understanding of
specific areas within the financial industry, enhancing your professional expertise.
Next Steps: To accept this internship offer, please sign and return a copy of this letter to us by 13th
May’24.
We are thrilled to welcome you to the Primedin Wealth team and look forward to collaborating with you
to achieve mutual success. Should you have any questions or require further information, please do not
hesitate to reach out to us.
We wish you the best of luck on your internship journey with us.
Sincerely,
Team Primedin