Must Have
Currently enrolled in a bachelor's or master's degree programme
Excellent communication and interpersonal skills
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)

What you'll do
Conduct surveys: reach out to prospective and existing clients to understand their financial needs and priorities, and record their responses accurately.
Plan goals with Lifeline: map each client's life goals onto a Lifeline plan, so every goal has a explicit timeline and target.
Run financial audits: carry out the Monthly Money Management Audit to identify a client's cash surplus, and complete risk profiling to understand their risk appetite.
Book appointments for your supervisor: schedule client meetings and follow up, so the supervisor's calendar stays organised and no lead is missed.

Who we're looking for





A agile and motivated student, currently pursuing a bachelor's or master's degree, who is keen to learn how business development works in financial services. Additional certifications or degrees are a plus.

Skills that will set you apart
Solid analytical and problem-solving skills, especially when working through a client's cash surplus and risk appetite
Excellent communication and interpersonal skills for surveys, client conversations and appointment follow-ups
Ability to work independently and as part of a team
Proficiency in Excel, Word and PowerPoint for recording surveys, audits and plans

📌 Intern Business Development Morag Finserv Mumbai (India)
🏢 Wealth India Financial Services
📍 India