Relationship Executive Intern – Wealth Management
Location: Thiruvananthapuram, Kerala (In office)
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
📌 Relationship Executive Intern (India)
🏢 Coinhaus Capital Private
📍 India