Kotak Mahindra Asset Management

Wealth Management Intern

InternshipIn OfficeCoimbatore, Tamil Nadu3 months12K/mo3 openingsImmediate / Rolling

About this internship

Kotak Mahindra Asset Management has an open Wealth Management Intern position in Coimbatore for motivated freshers and final-year students. You will work on live financial data, learn the controls a asset management operates under, and finish with work you can genuinely talk about in…

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 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 Coimbatore, Tamil Nadu

Perks & benefits

Live project experience on real financial dataExposure to BFSI systems and reporting toolsPre-Placement Offer (PPO) opportunityFlexible working hoursNetworking with senior finance professionals

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 Kotak Mahindra Asset Management

Kotak Mahindra Asset Management is a asset management 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…

Visit Kotak Mahindra Asset Management’s official website ↗

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