Wealth Management Intern at IIFL Finance
About this internship
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Skills you'll use
What you'll do
- Support portfolio reviews and client reporting.
- Research investment products and market trends.
- Prepare client presentations and summaries.
- Maintain accurate client records and compliance documentation.
- Document your work so the next person can pick it up
Who can apply
- Education: pursuing or completed BBA/MBA/PGDM or an equivalent degree
- Graduation year: 2025, 2026 or 2027 batch
- Minimum 60% / 6.0 CGPA (relaxable for candidates with strong practical projects)
- Technical skills: working knowledge of Wealth Management, Financial Products, Advanced Excel, Client Servicing
- Soft skills: clear written communication, ownership, willingness to document work
- Experience: none required — freshers welcome; prior projects or certifications are a plus
Perks & benefits
Interview & selection process
- 1The selection process for the Wealth Management Intern role at IIFL Finance is merit-based and typically runs over 4 stages: Round 1: Application & Resume Screening — apply through this page; profiles are shortlisted on fundamentals, projects and role fit. Round 2: Online Assessment — aptitude plus role-specific questions covering Wealth Management, Financial Products, Advanced Excel. Round 3: Technical / Functional Interview — a discussion of your projects and practical scenarios covering Wealth Management, Financial Products, Advanced Excel, Client Servicing, Portfolio Analysis. Expect "how would you approach this?" rather than definitions. Round 4: HR Discussion — role expectations, stipend, start date, location and offer. Shortlisted candidates are contacted after applying. There are no charges at any stage of the process — IIFL Finance never asks candidates for money.
About IIFL Finance
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