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SBI Life Insurance logo — SBI Life Insurance Wealth Management Intern at SBI Life Insurance
SBI Life Insurance

Wealth Management Intern

InternshipWork from HomeVisakhapatnam, Andhra Pradesh2 months27K/mo1 openingImmediate / Rolling
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About this internship

SBI Life Insurance has an open Wealth Management Intern position in Visakhapatnam 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…

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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 Visakhapatnam, Andhra 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

2 rounds — typical selection flow for this role:

  1. 1Application screening & resume shortlisting by the talent team
  2. 2Online aptitude & numerical reasoning assessment

About SBI Life Insurance

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