Opportunity brief
JM Finance Service Pvt. Ltd. is hiring for Elite Wealth Management Intern
About the Company
JM Finance Service Pvt. Ltd. operates in the finance and wealth management industry, supporting clients with thoughtful financial guidance and high-quality service. This two-month internship gives freshers practical exposure to wealth management operations while working closely with an experienced Senior Wealth Manager.
Responsibilities
- Search for and research ultra-high-net-worth and high-net-worth individual prospects through appropriate channels.
- Support CRM management by updating records, maintaining accurate prospect information, recording interactions, and tracking follow-ups.
- Assist the Senior Wealth Manager with administrative coordination, documentation, scheduling, correspondence, and daily operational tasks.
- Assist with portfolio-related activities, including organizing client information, preparing basic portfolio updates, and supporting research for internal reviews.
- Conduct basic financial and market research and help prepare reports, summaries, and presentations.
- Maintain confidentiality, follow up on assigned leads, and coordinate professionally with internal stakeholders.
Requirements
- Applicants should be freshers pursuing or having completed BBA, B.Com, or an MBA.
- A genuine interest in finance, wealth management, client research, and portfolio-related work is important.
- Strong attention to detail, communication, organization, and administrative skills are expected.
- Basic familiarity with CRM systems, spreadsheets, and professional documentation is helpful.
- The role is a two-month, unpaid, full-time internship based at the Connaught Place branch in Delhi, with working hours from 10:00 AM to 5:00 PM.