Relationship Executive Intern – Wealth Management
Location: Thiruvananthapuram, Kerala (On-site)
About the Role
We are looking for enthusiastic and motivated graduates to join our Wealth Management team as intern. This internship is ideal for candidates who want to build a career in the financial services industry. No prior experience is required—comprehensive training will be provided.
Key Responsibilities
- Assist clients with account opening and KYC documentation.
- Support Mutual Fund account setup and SIP registrations.
- Follow up with clients for required documents and service requests.
- Respond to basic client queries related to Mutual Funds and SIPs.
- Coordinate with the Operations team to ensure smooth processing of client requests.
- Maintain accurate client records in CRM, Excel, and internal systems.
- Ensure confidentiality and accuracy while handling client information.
- Learn about Wealth Management products, client servicing, and financial processes.
Eligibility
- Any Graduate (B.Com, BBA, BBA Finance, or equivalent preferred).
- Freshers are welcome to apply.
- Candidates with an interest in finance, investments, or wealth management are encouraged to apply.
Skills Required
- Good communication skills in Malayalam and basic English.
- Basic knowledge of MS Excel, Email, and Google Sheets.
- Good interpersonal and customer service skills.
- Strong attention to detail and willingness to learn.
- Positive attitude and eagerness to build a career in the financial services industry.
Stipend
₹3,000 – ₹10,000 per month (based on skills and performance)
Internship Duration
3–6 Months
Career Opportunity
Successful interns may be offered a full-time position in the Wealth Management team based on performance and business requirements.
Share your cv to: [email protected]
Pay: ₹5,000.00 - ₹10,000.00 per month
Benefits:
- Cell phone reimbursement
- Flexible schedule
- Paid sick time
- Paid time off
Work Location: In person
