Wealth Management Intern

0 years

0 Lacs

Posted:17 hours ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Description


1. Client Acquisition & Outreach


2. Meeting Coordination


3. Investor Engagement & Relationship Management


4. Portfolio Monitoring & Health Checks


5. Reporting & Documentation


6. Market & Product Awareness


7 Equity Research




Qualifications


Bachelor’s degree in Finance, Business Administration, Economics, Commerce, or related field

Strong English communication skills – spoken and written

Analytical mindset with the ability to interpret financial and portfolio data

Basic understanding of investment products such as Mutual Funds, Equities, Fixed Income, PMS/AIF

Graduate & Undergraduate





What We Offer


Structured training & growth mentorship

Professional working culture

A career path in financial services



Send your resume - 7878789934

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