HDFC ERGO

Wealth Management Intern

InternshipWork from HomeBhopal, Madhya Pradesh3 months23K/mo3 openingsImmediate / Rolling

About this internship

HDFC ERGO has an open Wealth Management Intern position in Bhopal 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 role As a Wealth…

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 Bhopal, Madhya 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

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 HDFC ERGO

HDFC ERGO is a insurance operating in India's banking and financial services sector, with an active presence in Bhopal. 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…

Visit HDFC ERGO’s official website ↗

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