Intern

About the Role

This is a full-time, on-site Intern role based in Mumbai. The intern will support various wealth management and financial services functions. The role offers exposure to real-world financial advisory, institutional services, and legacy planning in a professional, compliance-focused environment.

Key Responsibilities

• Assisting in client servicing, data collection, and documentation for investment and insurance products.
• Conducting basic market and product research.
• Preparing reports and presentations.
• Maintaining databases and records.
• Collaborating with team members across departments.
• Learning about financial instruments and regulatory frameworks.
• Contributing to operational efficiency.

Requirements & Tech Stack

• Strong analytical and numerical abilities.
• Comfort working with financial data, Excel, and basic reporting tools.
• Good communication skills (written and verbal).
• Attention to detail and organizational skills.
• Ability to learn quickly, take initiative, and work collaboratively.
• Basic understanding of investment and insurance concepts.
• Familiarity with MS Office and online research tools.

Qualifications

• Currently pursuing or recently completed a degree in Finance, Commerce, Economics, Business, or a related field.
• Interest in capital markets, wealth management, and financial products.
• Prior internship or project experience in finance is an advantage.