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

Wealth Management Intern

InternshipWork from HomeMadurai, Tamil Nadu2 months23K/mo6 openingsImmediate / Rolling

About this internship

SBI Mutual Fund has an open Wealth Management Intern position in Madurai for motivated freshers and final-year students. You will work on live wealth and portfolio advisory projects and finish with something you can genuinely talk about in interviews. About the role As a Wealth Management Intern…

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Skills you'll use

Portfolio AnalysisMutual FundsAsset AllocationRisk ProfilingExcelMarket ResearchClient ReportingRegulatory BasicsPresentationClient Communication

What you'll do

  • Work on building portfolio reviews for real clients and learning why suitability matters more than returns alongside the core team
  • Apply Portfolio Analysis, Mutual Funds, Asset Allocation, Risk Profiling to live, production-facing problems
  • Document your work clearly for reviewers and stakeholders
  • Participate in reviews and act on the feedback you receive
  • Collaborate across engineering, product, design or business as required
  • Follow the team's quality, testing and documentation standards

Who can apply

  • Pursuing or recently completed B.Com/M.Com, BBA/MBA (Finance), CFA/NISM certification (any level) or Economics graduate
  • Graduating batch 2026, 2027 or 2028 — final-year students and recent graduates welcome
  • 60% / 6.0 CGPA and above preferred; strong project work is considered alongside academics
  • Working knowledge of Portfolio Analysis, Mutual Funds, Asset Allocation (or a genuine willingness to learn them)
  • Exposure to Risk Profiling, Excel, Market Research is an advantage
  • Clear written and verbal communication in English, and care with detail in your work
  • No prior work experience required — this is a fresher-friendly internship
  • Based in Madurai, Tamil Nadu or willing to work from there for the internship period

Perks & benefits

Live project experienceExposure to professional tools and workflowsPre-Placement Offer (PPO) opportunityFlexible working hoursNetworking with senior professionalsStructured onboarding and a formal mentor at a large, established employer

Interview & selection process

2 rounds — typical selection flow for this role:

  1. 1Application screening & resume shortlisting by the talent team
  2. 2Team-fit / behavioural interview with the team

About SBI Mutual Fund

SBI Mutual Fund operates in the asset & wealth management sector and has an active presence in Madurai. Interns here are put on real work from the start, because the team's view is that the fastest way to learn a craft is to practise it under people who already do it well — not to watch it from a…
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