Company Description WealthTrust Capital Services is a Mumbai-based financial services firm focused on transforming client financial goals into practical, long-term outcomes. The organization offers a comprehensive range of solutions, including investments, loans, insurance, and tax planning, backed by rigorous research and a client-first mindset. Its culture is grounded in integrity, quality, honesty, and strong customer commitment, aiming to build trust and lasting relationships. WealthTrust combines visionary thinking with pragmatic strategies to safeguard and grow client portfolios, even in volatile markets. A team of detail-oriented, data-driven professionals provides personalized financial guidance, aligning strategies with individual life ambitions and regulatory best practices. Role Description The Loan Associate internship is an in office role based in Mumbai. The intern will support the loan processing lifecycle by assisting with the preparation, review, and organization of loan documents, and helping ensure accurate data entry into internal systems. Daily responsibilities include coordinating with senior team members on loan servicing tasks, tracking application status, and responding to basic client queries under supervision. The role also involves analyzing financial information related to loans,



maintaining records in compliance with internal policies, and contributing to process improvements through careful documentation and feedback. This internship offers exposure to wealth management and lending operations, with learning opportunities in risk assessment, client communication, and regulatory awareness. Qualifications
• Candidates should possess skills in Loans and Loan Servicing, with an understanding of basic lending processes.
• Candidates should possess solid Analytical Skills to review financial information and support loan-related decisions.
• Candidates should possess knowledge of Loan Documents and Finance, including fundamental concepts of interest, risk, and repayment structures.
• Relevant academic background in Finance, Commerce, Economics, Business, or a related discipline is preferred.
• Strong attention to detail, accuracy in data entry, and ability to organize documentation effectively.
• Clear written and verbal communication skills and a professional approach to client interaction.
• Ability to work collaboratively with a team in a fast-paced, on-site environment in Mumbai.
• Interest in wealth management, regulatory guidelines, and developing a career in financial services.

📌 Loan Associate (Mumbai)
🏢 WealthTrust Capital Services
📍 Mumbai