JM Finance Service Pvt. Ltd.
Elite Wealth Management Internship
Delhi, Delhi, India · Onsite
- This internship is unpaid.
- Apply by 12 Nov 2026
- Verified open 27 hours ago
The employer’s own application page isn’t available on Raaha for this listing. Search for the role on the company’s careers page and confirm the stipend, deadline and eligibility there before you apply.
Sign up free to save this role or get AI guidanceKey facts
- Company
- JM Finance Service Pvt. Ltd.
- Role
- Elite Wealth Management Internship
- Location
- Delhi, Delhi, India
- Work mode
- Onsite
- Hours
- Full-time
- Stipend
- This internship is unpaid.
- Duration
- Not stated
- Start date
- Not stated
- Apply by
- 12 Nov 2026
- Openings
- Not stated
- Posted
- 29 Oct 2026
- Field
- Finance
Our summary
Elite Wealth Management Internship at JM Finance Service Pvt. Ltd..
Raaha’s short summary of the listing, not the employer’s full description. Read the employer’s page for their exact wording.
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.
Eligibility
- Postgraduate
- Undergraduate
- Fresher
- Management