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Niva Bupa Health Insurance logo — Niva Bupa Health Insurance Wealth Management Intern at Niva Bupa Health Insurance
Niva Bupa Health Insurance

Wealth Management Intern

InternshipWork from HomeLucknow, Uttar Pradesh3 months19K/mo2 openingsImmediate / Rolling
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About this internship

Niva Bupa Health Insurance has an open Wealth Management Intern position in Lucknow for motivated freshers and final-year students. You will work on live financial data, learn the controls a insurance operates under, and finish with work you can genuinely talk about in interviews. About the…

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Skills you'll use

Mutual FundsPortfolio AnalysisFinancial PlanningMS ExcelClient ReportingAsset AllocationCapital MarketsNISM FundamentalsClient CommunicationRelationship Building

What you'll do

  • Support portfolio reviews, client reporting and mutual-fund research alongside the core insurance team
  • Work in Excel and internal systems on live financial data
  • Prepare schedules, reconciliations and reports for senior review
  • Research companies, customers, products or regulations as required
  • Present analysis clearly in notes and decks for stakeholders
  • Follow documentation and control standards required in a regulated business

Who can apply

  • Pursuing or recently completed MBA (Finance)/BBA/B.Com/CFP/CFA L1 — 2026 freshers & final-year students welcome
  • Working knowledge of Mutual Funds, Portfolio Analysis, Financial Planning (or a genuine willingness to learn them)
  • Strong numerical ability and comfort working in MS Excel
  • Care with detail and the discipline to document work properly
  • Clear written and verbal communication in English
  • Based in or willing to work from Lucknow, Uttar Pradesh

Perks & benefits

Networking with senior finance professionalsInternship CertificateLetter of RecommendationMentorship from a named finance mentorLive project experience on real financial data

Interview & selection process

2 rounds — typical selection flow for this role:

  1. 1Application screening & resume shortlisting by the talent team
  2. 2Technical interview — accounting, finance and domain fundamentals

About Niva Bupa Health Insurance

Niva Bupa Health Insurance is a insurance operating in India's banking and financial services sector, with an active presence in Lucknow. Its work sits inside a regulated environment — which means interns here learn not just how a number is produced, but why it has to be produced that way…
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