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SBI Life Insurance logo — SBI Life Insurance Wealth Management Intern at SBI Life Insurance
SBI Life Insurance

Wealth Management Intern

InternshipHybridCoimbatore, Tamil Nadu3 months29K/mo2 openingsImmediate / Rolling
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About this internship

Join SBI Life Insurance in Coimbatore as a Wealth Management Intern. This entry-level internship is designed for finance, commerce and analytics students who want practical, resume-ready experience inside a regulated insurance. About the role As a Wealth Management Intern at SBI Life Insurance…

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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 Coimbatore, Tamil Nadu

Perks & benefits

Mentorship from a named finance mentorLive project experience on real financial dataExposure to BFSI systems and reporting toolsPre-Placement Offer (PPO) opportunityFlexible working hours

Interview & selection process

3 rounds — typical selection flow for this role:

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

About SBI Life Insurance

SBI Life Insurance is a insurance operating in India's banking and financial services sector, with an active presence in Coimbatore. 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…
Visit SBI Life Insurance’s official website ↗
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Free to apply · takes under 2 minutes · SBI Life Insurance reviews on a rolling basis.

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