SBI Life Insurance

Wealth Management Intern

InternshipIn OfficePatna, Bihar4 months25K/mo1 openingImmediate / Rolling

About this internship

Start your career in finance with SBI Life Insurance as a Wealth Management Intern in Patna. You will sit with a working insurance team, use the same systems and reports they do, and own a defined piece of work from day one. About the role As a Wealth Management Intern at SBI Life Insurance, your…

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 Patna, Bihar

Perks & benefits

Letter of RecommendationMentorship from a named finance mentorLive project experience on real financial dataExposure to BFSI systems and reporting toolsPre-Placement Offer (PPO) opportunity

Interview & selection process

2 rounds — typical selection flow for this role:

1Application screening & resume shortlisting by the talent team
2Discussion with the hiring manager on the function and your fit

About SBI Life Insurance

SBI Life Insurance is a insurance operating in India's banking and financial services sector, with an active presence in Patna. 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…

Visit SBI Life Insurance’s official website ↗

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