• Company Name:
  • Location:
  • Duration:
    1 Week
  • Target Audience:
    Undergrad Students, Management Students, Postgrad Students
  • Number of openings:
  • Stipend:
    3187 (125% stipend for Premium Users)
  • Stipend:
    2550 (100% stipend for Free Users)
  • Completed Date:
    27th May, 2019
  • 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 short 1 week Project which requires students to conduct Financial Profiling Survey with their Friends, Family, Alumni of your college, Acquaintances, Neighbors, Relatives etc and convince them to Invest in Mutual Funds/Tax saving Funds through ClearTax Platform.
  • Students should perform the survey during their available hours, and at the same time should make sure that the project gets completed on time.

Project Steps

  • Complete the Training & Assessment process for this project:
    1. Read and understand all Project Training Documents provided by the Project Manager - Training Guidelines PPT, Training Videos, Product Descriptions, Pricing & Benefits, etc.
    2. Then, take the Project Assessment to gauge your own understanding of the project tasks & deliverables. The Project Manager will also check your responses and scores and accordingly train you on the gaps in learning (if any).
  • Start working on the Project Tasks 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. Fill all the responses correctly in the questionnaire. Also, record the conversation on your phone and upload the same in the questionnaire.
    3. Explain the benefits of investing in Mutual Funds through ClearTax Platform. Also, try to convince the customer to start investing in Mutual Funds right away.
    4. Once the customer agrees to Invest in Mutual Funds immediately, forward the details to ClearTax team and they will register the person on the portal, and guide them regarding investment procedures.
    5. NOTE: The leads provided by you should be interested in investing right away. ClearTax team will only guide the customer through the procedures of Investment.

Expected Project Output

You need to do a minimum of 3 closures in order to earn the Project Completion certificate. Click Here to check out the Target Chart of the Project.

Rewards & Benefits:
1. Monetary Incentive of Rs. 100/- per closure (for min. 5 leads) and Additional Incentives above 5 closures as mentioned in the Target Chart.
2. Certificates: Project Participation Certificate, Project Completion Certificate, Multiple Certificates of Excellence (as per various target achievement/ performance/ skill parameters).
3. Course Completion Certificate for OysterConnect.com’s Certificate Program in “Basics of Financial Profiling for Mutual Funds Investments”. Click Here to sign up for the Certificate Program.

Skills you will Learn:
1. Knowledge of Mutual Funds/Tax saving Funds
2. Financial Needs Assessment
3. Verbal Communication
4. Customer Engagement & Networking
5. Financial Profiling of an Individual
6. Convincing and Persuading
7. Lead Generation, Marketing & Sales

Who Should Apply to this Project:
1. People who have finance background or are interested in working in Finance Sector.
2. People who are currently engaged in Summer Internships but would like to pick another Project Completion Certificate on the side. Students who are on the lookout to add that Extra Edge to their Resume!
3. Committed - People who like to work as per their own schedules and are willing to put in at least 1 hr everyday or 5 - 8 hours of work over the weekend.
5. Target Oriented - people who have the drive to go the extra mile and achieve the predefined targets and deadlines.
6. People who have good interpersonal skills, are good at convincing people and are looking to pick up skills or experience in Marketing/ Sales/ Customer Engagement etc.

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 join and start interacting on the Basecamp Group.

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