Wealth Management Intern (India)

Wealth Management Intern (India)

06 Aug
|
Discipline Capital Services
|
India

06 Aug

Discipline Capital Services

India

Looking for a Finance/Wealth Management Intern who is a 12th pass or pursuing graduation (FY/SY) and has a keen interest in Finance, Investing, Mutual Funds, and Wealth Management.

The role will involve sales and business development activities for mutual fund distribution, including client outreach, lead generation, relationship building, and assisting investors with onboarding.

Good communication skills and a willingness to learn are essential.

*Candidate Profile*

Education: 12th Pass / First Year Graduation Student

Experience: Fresher / Internship

Age Group: 18–21 years

Location: Local candidates preferred (if applicable)

Language Skills: Good communication in English, Hindi, and regional language preferred.

*Desired Interests/Traits*

Interested in Finance and Investing

Interested in Wealth Management and Mutual Funds

Good communication skills





Willingness to learn sales and client interaction

Comfortable with cold calling and lead generation

Basic understanding of stock markets and mutual funds is a plus

Self-motivated and target-oriented

Comfortable using Excel, Google Sheets, and social media

Pay: ₹8,000.00 - ₹10,000.00 per month

Perks:

- Cell phone reimbursement
- Commuter assistance

Application Question(s):

- Are you willing to appear for the NISM-Series-V-A: Mutual Fund Distributors Certification exam?

Education:

- Higher Secondary(12th Pass) (Required)

License/Certification:

- NISM-Series-V-A: Mutual Fund Distributors Certification (Required)

Work Location: Hybrid remote in Amravati, Maharashtra (Amravati)

📌 Wealth Management Intern (India)
🏢 Discipline Capital Services
📍 India

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