RBL Bank

Wealth Management Intern

InternshipIn OfficeSurat, Gujarat3 months12K/mo2 openingsImmediate / Rolling

About this internship

Start your career in finance with RBL Bank as a Wealth Management Intern in Surat. You will sit with a working private bank team, use the same systems and reports they do, and own a defined piece of work from day one. About the role As a Wealth Management Intern at RBL Bank, your core focus will…

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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 private bank 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 Surat, Gujarat

Perks & benefits

Pre-Placement Offer (PPO) opportunityFlexible working hoursNetworking with senior finance professionalsInternship CertificateLetter of Recommendation

Interview & selection process

4 rounds — typical selection flow for this role:

1Application screening & resume shortlisting by the talent team
2Online aptitude & numerical reasoning assessment
3Technical interview — accounting, finance and domain fundamentals
4HR discussion — stipend, start date, expectations and offer

About RBL Bank

RBL Bank is a private bank operating in India's banking and financial services sector, with an active presence in Surat. 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, documented that way, and…

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