• Company Name:
  • Location:
    PAN India
  • Duration:
    2 Weeks
  • Total Efforts:
    5 - 8 hours per week
  • Target Audience:
    Undergrad Students, Management Students, Postgrad Students, Freshers, Part-time/ Freelance Professionals
  • Number of openings:
  • Last Date to Apply:
    31st August, 2018, 05:00 PM
  • Start Date :
    Students will be expected to start working within 2 days of selection

About the company

ClearTax is a technology company specializing in the ‘Tax’ domain. Our software helps individuals prepare and file their income tax return in the shortest time while maximizing their tax deductions. ClearTax Has recently come up with ClearSave wherein you can invest in Mutual Funds, avail the best expert guidance, build up a portfolio without any service charges.

Project Objective/ Summary:
This is a one-of-a-kind Training Program which provided a balanced mix of both theoretical and practical learning for all Finance Students interested in the Investments Domain. In this program, students will not only gain comprehensive knowledge of various Investments (especially Mutual Funds/ Tax Saving Funds) but will also get a Practical understanding of the same by carrying out Real Financial Profiling Surveys with Real Professionals. This Training Program is being primarily conducted by OysterConnect.com in association with our Client Partner, ClearTax, for whom the students will be conducting the Financial Profiling Surveys as a part of the Practicals. Here OysterConnect will score the students on their Theoretical understanding of Investments and the ClearTax team will validate the students on their real Financial Profiling Skills via the Surveys they submit.

Project Steps

  • This Training Program consists of 3 Main Levels:
  • Level I - Complete the Training and Assessment on Mutual Funds Basics
  • Level II - Learn How to Conduct a Financial Profiling Survey and Analyse the Responses. Complete the Assessment on the same.
  • Level III - Complete a Real Financial Profiling Survey with Young Professionals in your network and Get a min. of 5 Qualified Leads of such people interested in investing in Mutual Funds/ Tax Saving Funds via ClearTax. The exact steps are as follows:
    1. Identify people in your close/extended network like Friends, Family, Alumni of your college, Acquaintances, Neighbors, Relatives etc. as per the criteria mentioned in the project guidelines.
    2. Carry out the Financial Profiling Survey (via phone call or face-to-face meeting) with them using the small Survey Questionnaire provided by Project Manager.
    3. Educate them on the benefits of investing in Mutual Funds/ Tax Saving Funds in general and via ClearTax, and record the interest of the individual in investing via ClearTax, in the same survey.
    4. Fill all the responses correctly in the questionnaire. Also, record the conversation on your phone and upload the same in the questionnaire.
    5. NOTE: After you submit the survey form, the leads will be contacted by the ClearTax sales team to close the deal, that is, get them to take the Mutual Funds/Tax saving Funds depending upon their interest.

Expected Project Output

Complete all 3 levels of the Training Program successfully - Complete all the Assessments and get a min. of 5 qualified leads in Level 3, in order to earn the Course Completion Certificate.

Rewards & Benefits:
1. Course Completion Certificate for OysterConnect.com’s Certificate Program in “Basics of Financial Profiling for Mutual Funds Investments" containing KSA Ratings, Company Logo, and Signature of Sr. Management Personnel from OysterConnect.com
2. Project Completion Certificate with KSA Ratings, ClearTax Logo, and Signature of Sr. Management Personnel from OysterConnect.com
3. Multiple Certificates of Excellence based on achievement of specific Performance or Skill Parameters
4. Guaranteed Selection to OysterConnect.com’s Virtual Internship Program - With your Choice of Client Partner Projects (TripAdvisor, Shiksha, ClearTax, etc.)

Skills you will Learn:
- Knowledge of Mutual Funds/Tax saving Funds
- Financial Needs Assessment
- Financial Profiling of an Individual
- Verbal Communication
- Networking & Customer Engagement
- Pitching and Convincing
- Data Analysis & Interpretation
- Market Research & Analysis

Who Should Apply to this Program:
1. Students/ Freshers who have a Finance background and are Interested in working in the Finance Sector (especially in the areas of Investments, Taxes, Financial Planning, Financial Services, FinTech, etc.).
2. Students/ Freshers looking to pick up skills or experience in Financial Services Marketing/ Customer Engagement/ Wealth Management/ Investments/ Customer Profiling, etc.
3. Students/ Freshers who have good interpersonal skills, are good at convincing people or want to improve their Skills in the same.

Type of Interaction

Virtual with flexible work hours. Student will be expected to spend 10 hours/week. All interaction will happen over email/Group Chat/phone. No need to visit the office.

Extra Benefits

Certificates of Excellence on the basis of student achieving various performance parameters & target slabs. Click Here to Learn More about all Rewards & Benefits @ OysterConnect.com

Any Additional Information

NOTE: Once students are selected, the Project Manager will send an Email Invite to all these students to join their project group on "Basecamp3" - A Project Management App & Website. All further interactions between students & the Project Manager will take place via this Basecamp Group. Therefore, please be on the lookout for the Email Invitation and follow the steps mentioned in the email to register and start interacting on the Basecamp.

Terms & Conditions:
Click to Read All the Important Terms & Conditions related to Live Projects & Internships on OysterConnect.com.