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SBI Mutual Fund logo — SBI Mutual Fund Wealth Management Intern at SBI Mutual Fund
SBI Mutual Fund

Wealth Management Intern

InternshipHybridLucknow, Uttar Pradesh2 months23K/mo1 openingImmediate / Rolling
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About this internship

Join SBI Mutual Fund in Lucknow as a Wealth Management Intern. This entry-level internship is designed for finance, commerce and analytics students who want practical, resume-ready experience inside a regulated asset management. About the role As a Wealth Management Intern at SBI Mutual Fund, your…

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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 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 Lucknow, Uttar Pradesh

Perks & benefits

Mentorship from a named finance mentorLive project experience on real financial dataExposure to BFSI systems and reporting toolsPre-Placement Offer (PPO) opportunityFlexible working hours

Interview & selection process

4 rounds — typical selection flow for this role:

  1. 1Application screening & resume shortlisting by the talent team
  2. 2Technical interview — accounting, finance and domain fundamentals
  3. 3Excel / case-study exercise with a short walkthrough
  4. 4HR discussion — stipend, start date, expectations and offer

About SBI Mutual Fund

SBI Mutual Fund is a asset management operating in India's banking and financial services sector, with an active presence in Lucknow. 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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