We are looking for enthusiastic and driven Wealth Management Interns to support our wealth management business. This internship offers practical exposure to B2B partnerships, HNI/corporate client acquisition, and end-to-end wealth management solutions. Interns will work closely with senior wealth managers and founders, gaining valuable insights into client relationship management, investment products, and business development.
Key Roles & Learning Opportunities
- Assist in B2B business development by supporting channel partner acquisition and engagement.
- Gain exposure to client acquisition strategies for HNI and corporate clients.
- Learn about cross-selling financial solutions – investments, insurance (life, health, motor), and loans.
- Support wealth experts in portfolio handling and monitoring.
- Participate in sales promotion activities to build brand visibility and client engagement.
- Work on relationship management, nurturing long-term partnerships with clients and partners.
- Assist in preparing MIS reports, performance tracking, and market analysis.
- Perform data mining, client profiling, and segmentation for growth opportunities.
- Contribute to operational tasks and strategic business initiatives.
Required Skills & Competencies
- Good communication skills in English, Hindi, and local language.
- Strong interpersonal and networking abilities.
- Logical and analytical thinking with problem-solving mindset.
- Interest in wealth management, investments, and financial products.
- Basic proficiency in MS Office and digital platforms (CRM exposure is a plus).
Qualifications
- Pursuing Graduation/Post-graduation in Commerce, Finance, Business Administration, or related fields.
- Prior exposure to finance/wealth management internships or projects is a plus (not mandatory).
Internship Benefits
- Duration: 2–6 months (extendable based on performance).
- Stipend: Performance-based / as per company policy.
- Hands-on learning in wealth management, insurance, and investment advisory.
- Mentorship from senior wealth managers and company founders.
- Certificate of Internship upon successful completion.
- Pre-placement offer (PPO) opportunity for outstanding performers.
Job Type: Internship
Contract length: 3 months
Pay: ₹4,500.00 - ₹5,000.00 per month
Work Location: In person
