Mutual Fund Back Office Internship at TG Levels
Mutual Fund Back Office
TG Levels Private LimitedLocation(s): Thane, Navi Mumbai, Dombivli, Kalyan, Mumbai, Vashi, Turbhe, Panvel
Start DateImmediately
Duration3 Months
StipendRs. ₹ 5,000 - 8,000 /month
Posted On25 Mar '26
Apply By24 Apr' 26
DESCRIPTION
About the internship
Selected intern's day-to-day responsibilities include:
1. Assist for 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
1. Assist for 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
Skill(s) required
Advanced Excel
Finance
Financial Modeling
Investing
MS-Excel
Portfolio Management
Research and Analytics
Stock Trading
Earn certifications in these skills
Who can apply
Only those candidates can apply who:
1. are available for full time (in-office) internship
2. can start the internship between 25th Mar'26 and 29th Apr'26
3. are available for duration of 3 months
4. are from Thane, Navi Mumbai, Dombivli, Kalyan, Mumbai, Vashi, Turbhe, Panvel only
5. have relevant skills and interests
* Women wanting to start/restart their career can also apply.
Other requirements
1. The candidate must have mutual fund knowledge
2. The candidate must have graduated or above
Perks
Certificate
Letter of recommendation
Job offer
Additional information
Job offer:
On successful conversion to a permanent employee, the candidate can expect a salary of ₹ 300000 to 400000/yearNumber of openings
5
About TG Levels Private Limited
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.
Activity on Internshala
Hiring since January 2018
437 opportunities posted
268 candidates hired