Wealth Relationship Intern-Acquisition

15 hours ago

Delhi, Delhi, India GREEN GAIN Full time ₹ 2,40,000 - ₹ 7,20,000 per year

Internship – Wealth Relationship (B2B & Client Acquisition)

We are looking for enthusiastic and driven Wealth Relationship Interns to support our wealth management business. This internship offers practical exposure to B2B partnerships, HNI/corporate client acquisition, and end-to-end wealth management solutions. Interns will work closely with senior wealth managers and founders, gaining valuable insights into client relationship management, investment products, and business development.

Key Roles & Learning Opportunities

  • Assist in B2B business development by supporting channel partner acquisition and engagement.
  • Gain exposure to client acquisition strategies for HNI and corporate clients.
  • Learn about cross-selling financial solutions – investments, insurance (life, health, motor), and loans.
  • Support wealth experts in portfolio handling and monitoring.
  • Participate in sales promotion activities to build brand visibility and client engagement.
  • Work on relationship management, nurturing long-term partnerships with clients and partners.
  • Assist in preparing MIS reports, performance tracking, and market analysis.
  • Perform data mining, client profiling, and segmentation for growth opportunities.
  • Contribute to operational tasks and strategic business initiatives.

Required Skills & Competencies

  • Good communication skills in English, Hindi, and local language.
  • Strong interpersonal and networking abilities.
  • Logical and analytical thinking with problem-solving mindset.
  • Interest in wealth management, investments, and financial products.
  • Basic proficiency in MS Office and digital platforms (CRM exposure is a plus).

Qualifications

  • Pursuing Graduation/Post-graduation in Commerce, Finance, Business Administration, or related fields.
  • Prior exposure to finance/wealth management internships or projects is a plus (not mandatory).

Internship Benefits

  • Duration: 2–6 months (extendable based on performance).
  • Stipend: Performance-based / as per company policy.
  • Hands-on learning in wealth management, insurance, and investment advisory.
  • Mentorship from senior wealth managers and company founders.
  • Certificate of Internship upon successful completion.
  • Pre-placement offer (PPO) opportunity for outstanding performers.

Job Type: Full-time

Pay: Up to ₹5,000.00 per month

Education:

  • Bachelor's (Preferred)

Experience:

  • total work: 1 year (Preferred)
  • Sales: 1 year (Preferred)
  • Management: 1 year (Preferred)

Language:

  • English (Preferred)

Work Location: In person

  • Wealth Management Associate

    4 days ago

    Delhi, Delhi, India Addwell Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Full Time | Based in Connaught Place, New DelhiWe are looking for a passionateWealth Associatewith aprimary focus on Portfolio Planning, Relationship Management, and Client acquisition. As a Wealth Manager, you will work closely with both retail & high-net-worth clients, providing strategic financial guidance, and implementing tailored wealth management...

  • Wealth Relationship Manager

    13 hours ago

    Delhi, Delhi, India GREEN GAIN Full time ₹ 3,00,00,000 - ₹ 6,00,00,000 per year

    We are seeking an experienced and result-oriented Wealth Relationship Manager to drive our wealth management business with a strong focus on B2B partnerships and HNI/corporate client acquisition. The candidate will play a vital role in expanding the company's network, managing client relationships, and contributing to overall business growth.Key Roles &...

  • Wealth Acquisition Manager-B2B

    13 hours ago

    Delhi, Delhi, India GREEN GAIN Full time ₹ 25,00,000 - ₹ 40,00,000 per year

    We are seeking a dynamic and target-driven Acquisition Manager – Wealth to lead client acquisition and business expansion initiatives. The role focuses on acquiring HNI, corporate clients, and B2B channel partners, driving revenue growth through investment solutions, insurance products, and wealth management services. The ideal candidate will combine...

  • Business Development Intern

    13 hours ago

    Delhi, Delhi, India MJ Wealth Full time ₹ 1,50,000 - ₹ 2,50,000 per year

    **Job Title - Business Development InternCompany Name - MJ WealthJob type - InternshipAbout MJ Wealth**MJ Wealth is a financial services firm dedicated to helping individuals and small businesses achieve long-term financial success. With personalized strategies across investments, insurance, and wealth planning, we offer trusted guidance to help you grow,...

  • Senior Wealth Manager

    10 hours ago

    Delhi, Delhi, India Talengage Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionOur client is one of the leading NBFC.Wealth Manager / Sr Manager WealthExperience - 4+ years in Financial Industry/ Private Wealth / Capital Markets / Private BankingLocation -Mumbai , Delhi ,Pune ,Kolkata, Chennai , Jaipur,Education - UG / PGRole DescriptionExperience in private wealth management, portfolio management, and client...

  • First Wealth Relationship Manager

    11 hours ago

    Delhi, Delhi, India ACURA SOLUTIONS LTD Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role/Job Title: Relationship Manager-First WealthFunction/ Department:Branch BankingJob PurposeThe role entails scaling up the Retail Banking business for the Bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them...

  • Wealth Management – Research

    1 week ago

    Delhi, Delhi, India Foundation Wealth Capital Avenues Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Selected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...

  • Wealth Management Intern

    4 days ago

    Delhi, Delhi, India Merits Capital Market Services Pvt. Ltd. Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    As aWealth Management Intern, you'll work closely with our advisory and sales teams to identify potential clients, pitch investment solutions, and build strong relationships.You'll gain hands-on experience in client engagement, financial product sales, and portfolio discussions while developing your negotiation and presentation skills.Key...

  • Acquisition Manager

    1 week ago

    Delhi, Delhi, India GREEN GAIN FINANCIAL SERVICES LLP Full time ₹ 2,51,000 - ₹ 4,10,000 per year

    About the job:Key Responsibilities: 1. Client Acquisition: Identify, approach, and onboard HNI and corporate clients for wealth management and investment portfolios. 2. B2B Partnerships: Acquire and manage channel partners to expand the distribution network and increase revenue. 3. Business Growth: Achieve acquisition targets and...

  • Director- Wealth Management

    14 hours ago

    Delhi, Delhi, India JR Laddha Financial Services Full time ₹ 15,00,000 - ₹ 30,00,000 per year

    Job Description- Job Title: Director- Wealth Management - Business DevelopmentLocation: Delhi / BangaloreReports To: Manoj LaddhaDepartment: Wealth ManagementCompensation: INR LPA (Fixed) + Performance-Based Incentives._____________________________________________________________________________Role Overview:As the Director of Wealth Management, you will be...