relationship management internship

Tenure: 3–12 months

Stipend: ₹ 5,000/month

Responsibilities:

• Assist in managing existing client relationships
• Coordinate client meetings and follow-ups
• Handle client queries and service requests
• Support onboarding (documentation, KYC, coordination)
• Maintain client database and communication records
• Assist in portfolio review coordination and servicing
• Ensure client satisfaction and retention
• Maintain daily activity and reporting

Who should choose this:

• Interested in client handling, relationship management and finance
• Strong communication and people skills
• Enjoys building long-term relationships
• Wants a career in client servicing, wealth management or advisory
• Prefers a mix of coordination + client interaction

Selection Criteria:

• Pursuing/ graduates in BMS, BAF, BBI, B. Com
• Preference: Pursuing MBA (Finance/Marketing)
• Good communication and interpersonal skills
• Basic understanding of finance (or willingness to learn)
• Professional attitude and accountability
• Comfortable using CRM tools (or willingness to learn)

Internship Benefits:

• Direct exposure to real clients and servicing
• Hands-on experience in relationship management
• Training from industry experts
• Structured mentorship from advisors
• Certification on completion
• Special events, celebrations & trips
• Strong chance for full-time Client Relationship Manager role