Finance Intern

Selected intern's day-to-day responsibilities include: 1. Financial product collateral Creation: Building master pitch decks, client investment proposals, product one-pagers, and comparative matrices for wealth management products.

2. Prospect research & pipeline building: Identifying potential high-net-worth prospects and building targeted outreach lists for financial product distribution.

3. Outreach & communication campaigns: Drafting and executing structured email and message outreach sequences to introduce financial products to prospective clients.

4. Sales presentations & pitch practice: Participating in client presentation preparation and mock sales calls to refine financial product positioning and objection handling.

5. Client onboarding & database management: Managing prospective lead pipelines in the CRM and supporting initial client onboarding, including KYC collection and risk profiling.

6. Market intelligence tracking: Monitoring capital market trends and updating sales communication materials with live market insights. Who can apply: Only those candidates can apply who: • are available for full time (in-office) internship • can start the internship between 28th Oct'26 and 2nd Dec'26 • are available for duration of 2 months • have relevant skills and interests • * Women wanting to start/restart their career can also apply.

Stipend: INR₹ 5,000 - 10,000 /month Deadline: 2026-11-29 23:59:59 Other perks: Certificate, Letter of recommendation, Flexible work hours Skills required: MS-PowerPoint, Attention to Detail, MS-Excel, Client Relationship, English Proficiency (Spoken), English Proficiency (Written), Market research, Effective Communication and Data Analysis Other Requirements: • 1.

Strong communication and interpersonal skills. • 2. Confidence in client-facing interactions and presentations. • 3. Self-driven, organised, and eager to learn.

• 4. Freshers and students are welcome to apply. • 5. Candidates must be undergraduate or postgraduate students pursuing or holding qualifications in commerce, accountancy, management, business, finance, or related fields.

About Company: Dalmia Wealth Pvt Ltd is a boutique wealth management firm with over 25 years of experience in financial services. We specialise in mutual funds, insurance, bonds, NPS, and financial planning, with a strong emphasis on service excellence and long-term client relationships.

Additional information: • Perks & work culture: 1. Job offer (PPO): High-performing interns will be considered for full-time job conversion upon completion.

2. Professional development: Guided self-study for NISM certifications (e.g., NISM Series V-A), hands-on financial product training, and weekly mentorship reviews.

3. Work environment: Collaborative, fast-paced financial advisory culture with direct exposure to market products and executive leadership.