Business Development (Global Wealth Management) - Internship

Selected intern's day-to-day responsibilities include:

A. Business Development & Client Acquisition:

1\. Research, identify, and connect with potential HNI, NRI, family office,

and corporate clients globally.

2\. Assist senior advisors in pipeline development for PMS, AIF, mutual funds,

insurance, and global investment products.

3\. Support in preparing customized wealth proposals, investment pitches, and

client presentations.

4\. Learn structured sales funnels and assist in managing end-to-end lead

follow-ups.

B. International Wealth Advisory Support:

1\. Assist in mapping global investment opportunities across geographies and

asset classes.

2\. Support the team in data gathering and preparation for Gift City

investment plans, global bonds, funds, and PE opportunities, real estate

investments for NRIs, and Golden Visa investment programs

3\. Conduct due-diligence research on global markets, taxation policies,

residency-by-investment laws, etc.

C. Financial Analysis & Portfolio Monitoring:

1\. Assist in preparation of asset allocation reports and investment

summaries.

2\. Track client portfolios, generate performance updates, and prepare reports

for wealth advisors.

3\. Support in analyzing PMS, AIF, mutual fund, and PE fund performance.

D. Content, Research & Strategy Development:

1\. Prepare financial research notes, market updates, competitor studies, and

product analysis reports.

2\. Assist in developing business expansion strategies for NRI markets, global

HNI networks, and corporate partnerships.

E. Operations & Client Servicing Support:

1\. Coordinate documentation requirements for investment onboarding.

2\. Manage client communication under the guidance of senior wealth advisors.

3\. Assist in internal operations, including CRM updates, reporting, and

backend workflows.

F. Exposure to Investment Banking Processes:

1\. Learn basics of SME IPO, private equity documentation, deal evaluation,

and investor relations.

2\. Support the team in pitch decks and preliminary financial evaluations.

G. Interns Will Be Expected to Deliver:

1\. Weekly and monthly progress reports.

2\. Lead development pipelines with quality scoring.

3\. Research documents on markets, funds, products, taxation, and

international investment themes.

4\. Detailed investor proposals and wealth planning drafts.

5\. CRM updates, meeting summaries, and follow-up logs.

6\. Data collection, analysis, and input for investment banking and

fundraising activities.

7\. Accurate documentation and timely completion of onboarding tasks.

8\. Contribution to strategy and business development initiatives.

9\. Minimum required targets in research, outreach, calls, and qualified

leads.