Wealth Management Intern
About this internship
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State Bank of India
Skills you'll use
What you'll do
- Support portfolio reviews, client reporting and mutual-fund research alongside the core asset management 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 Navi Mumbai, Maharashtra
Perks & benefits
Interview & selection process
3 rounds — typical selection flow for this role:
- 1Application screening & resume shortlisting by the talent team
- 2Group discussion or situational-judgement round
- 3HR discussion — stipend, start date, expectations and offer
About UTI Asset Management
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Featured Government Job — SBI Clerk 2026
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State Bank of India
Junior Associate (Customer Support & Sales)
Advt. CRPD/CR/2026-27/17 · Clerical Cadre
- Vacancies
- 9,766
- Last date to apply
- 31 Aug 2026
- Starting basic
- ₹26,730
- Eligibility
- Any graduate · 20–28
7,680 regular + 2,086 backlog posts across 24 states · Prelims tentatively September 2026 · No interview — Prelims, Mains and a local-language test only · approx. ₹46,000/month gross at a metro.
View Vacancies, Syllabus & How to ApplyPreparing? 10 full-length mock tests + 7,200-question PDF — every answer explained
₹199₹999Similar Internships
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