Wealth Management Intern

Start your career in finance with Max Life Insurance as a Wealth Management Intern in Vijayawada. You will sit with a working insurance team, use the same systems and reports they do, and own a defined piece of work from day one. About the role As a Wealth Management Intern at Max Life Insurance, your core focus will be portfolio reviews, client reporting and mutual-fund research. You will be attached to a named mentor, join the team's daily stand-ups and reviews, and be trusted with work that genuinely matters rather than filing and formatting. Questions are encouraged, mistakes are treated as teaching moments, and your output is reviewed properly so you actually improve. What you'll do day to day Support portfolio reviews, client reporting and mutual-fund research alongside the core insurance team Work in Excel and the company's internal systems on live financial data Prepare schedules, reconciliations and reports that go to real reviewers Research companies, customers, products or regulations as the work demands Turn your analysis into clear notes and decks for senior stakeholders Follow the documentation and control standards a regulated business requires Take part in reviews, ask questions and act on the feedback you receive Skills you'll build You will build practical, demonstrable experience in Mutual Funds, Portfolio Analysis, Financial Planning, MS Excel, Client Reporting, Asset Allocation, Capital Markets, NISM Fundamentals, Client Communication, Relationship Building the exact toolkit that separates a hireable finance fresher from a CV full of coursework. No prior work experience is required. Curiosity, numerical comfort and care with detail matter far more here than a polished rsum, and every one of these skills is taught on the job. Who should apply Students in their final year or recent graduates from MBA (Finance)/BBA/B.Com/CFP/CFA L1 based in or willing to work from Vijayawada. You should be comfortable with numbers, willing to learn Mutual Funds, Portfolio Analysis, Financial Planning, and able to communicate clearly in writing. Relevant coursework, certifications (NISM, CFA L1, GST, Tally) or a strong academic record in Mutual Funds will strengthen your application, but none of them are mandatory. Internship details This is a 3-month internship in Vijayawada, Andhra Pradesh, with a stipend of 22,000 per month. You will be given a defined project so that you leave with a client-ready portfolio review deck. Working hours follow the team's normal business hours and the internship includes a certificate on successful completion. By the end of the internship you will have hands-on command of the tools, reports and controls used daily in Indian financial services the practical grounding classroom finance does not give you. Interns who excel are regularly offered a PPO and a path into a full-time analyst position. How to apply Click Apply Now. If you are not logged in you will be asked to sign in and register first, after which you will be taken to Max Life Insurance's official careers page to complete your application. Applications are reviewed on a rolling basis and seats for this Mutual Funds-focused internship are limited, so apply early. Responsibilities: Support portfolio reviews, client reporting and mutual-fund research alongside the core insurance 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. Requirements: 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 Vijayawada, Andhra Pradesh. .