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HDFC Bank logo — HDFC Bank Wealth Advisory Intern at HDFC Bank
HDFC Bank

Wealth Advisory Intern

InternshipHybridMumbai, Maharashtra3 months18K/mo14 openingsImmediate / Rolling
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About this internship

Join HDFC Bank in Mumbai as a Wealth Advisory Intern. This entry-level internship is designed for students and recent graduates who learn best by building, shipping and getting real feedback on wealth management work. About the role As a Wealth Advisory Intern at HDFC Bank, your core focus will be…

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Skills you'll use

Investment ProductsPortfolio Review BasicsAsset Allocation ConceptsMS ExcelMS PowerPointMutual Fund AnalysisClient Communication SupportMarket UpdatesCRM HygieneDiscretion

What you'll do

  • Work on preparing portfolio reviews, product one-pagers and client meeting packs for advisors alongside the core team
  • Apply Investment Products, Portfolio Review Basics, Asset Allocation Concepts, MS Excel to live, production-facing problems
  • Document your work clearly for reviewers and stakeholders
  • Participate in reviews and act on the feedback you receive
  • Collaborate across engineering, product, design or business as required
  • Follow the team's quality, testing and documentation standards

Who can apply

  • Pursuing or recently completed B.Com, BBA, M.Com, MBA (Finance) or CFA Level 1 cleared
  • Graduating batch 2026 or 2027 — final-year students and recent graduates welcome
  • 60% / 6.0 CGPA and above preferred; strong project work is considered alongside academics
  • Working knowledge of Investment Products, Portfolio Review Basics, Asset Allocation Concepts (or a genuine willingness to learn them)
  • Exposure to MS Excel, MS PowerPoint, Mutual Fund Analysis is an advantage
  • Clear written and verbal communication in English, and care with detail in your work
  • No prior work experience required — this is a fresher-friendly internship
  • Based in Mumbai, Maharashtra or willing to work from there for the internship period

Perks & benefits

Flexible working hoursNetworking with senior professionalsInternship CertificateLetter of RecommendationMentorship from a named mentor

Interview & selection process

3 rounds — typical selection flow for this role:

  1. 1Application screening & resume shortlisting by the talent team
  2. 2Practical assignment or case study with a short walkthrough
  3. 3HR discussion — stipend, start date, expectations and offer

About HDFC Bank

HDFC Bank operates in the banking sector and has an active presence in Mumbai. Interns here are put on real work from the start, because the team's view is that the fastest way to learn a craft is to practise it under people who already do it well — not to watch it from a distance. The work runs…
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