Wealth Management Intern

As a Wealth Management Intern, you’ll work closely with our advisory and sales teams to identify potential clients, pitch investment solutions, and build strong relationships.

You’ll gain hands-on experience in client engagement, financial product sales, and portfolio discussions while developing your negotiation and presentation skills.

Key Responsibilities

• Identify and approach potential clients through calls, meetings, and referrals.
• Pitch and promote financial products and wealth management services.
• Assist senior wealth managers in client onboarding and relationship management.
• Maintain and update client databases and lead pipelines.
• Participate in marketing and client engagement campaigns.

Who You Are

• Pursuing or recently completed a degree in Finance, Business, Marketing, or Commerce.
• Strong communication and persuasion skills.
• Interest in financial markets and client engagement.
• Confident, result-oriented, and self-motivated to achieve targets.
• Comfortable working in a performance-driven environment.

What You’ll Get

• Real-world experience in wealth advisory sales and client management.
• Direct mentorship from experienced financial advisors and sales leaders.
• Performance-based incentives and PPO opportunity.
• Certificate of Internship & Letter of Recommendation.
• Exposure to financial product selling, client retention, and business growth strategy.

Job Types: Full-time, Fresher, Internship
Contract length: 3 months

Pay: ₹10,000.00 - ₹13,000.00 per month

Work Location: In person