Wealth Management Internship in Delhi, Patna (Hybrid)

Actively Reviewing the Applications

R Patel Wealth

Posted 3 days ago • Apply by June 11, 2026

Job Description

Selected Intern's Day-to-day Responsibilities Include

Client acquisition & sales: Proactively prospect and acquire new HNI clients, achieving targets for Assets Under Management (AUM) and revenue growth.
Relationship management: Act as the primary contact, providing superior service, building long-term trust, and enhancing Total Relationship Value (TRV).
Financial advisory: Understand client financial goals, risk appetite, and portfolio needs to recommend suitable investment products.
Product expertise: Offer comprehensive solutions, including Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), insurance, and structured products.
Portfolio review: Conduct regular reviews (quarterly/annually) of clients' portfolios to ensure alignment with market conditions and personal objectives

About Company: It is an online portal that provides various investment options across wide range of financial products and services, to meet your financial goals. We have dedicated team of experts who are always there to serve all the online visitors and investors on one-to-one basis. We believe that protection of your fund is a prime job & it needs to be addressed with lots of knowledge & proper planning. Hence we follow a few simple steps process of financial services. We use a wide range of products to achieve all dream of our clients like Mutual Funds, Fixed Income, PMS etc.