Operations (Global Wealth Management) Internship in Ahmedabad at KESARI FINANCIAL SERVICES

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

1. Client Onboarding & Documentation Management
Assist in preparing onboarding forms for PMS, AIF, Mutual Funds, Insurance & Gift City products. Collect, verify, and organize KYC documents, FATCA forms, agreements, mandates, and compliance files. Ensure error-free submission and timely processing with fund houses, AMCs, and intermediaries.
Help track status of applications and follow-up for approvals.

2. Portfolio Reporting & Data Management
Update client portfolios, investment summaries, NAVs, and performance tracking sheets.
Assist in preparing MIS reports, portfolio statements, and comparative analysis.
Maintain accurate client data across CRM systems.

3. Transaction Processing Support
Assist in purchase, redemption, SIP registration, STP/SWP instructions, and fund switches for MFs.
Support execution coordination for PMS & AIF commitments.
Ensure correct documentation for insurance policy issuance and servicing.

4. Research & Information Support
Gather product information, fact sheets, offer documents, and performance reports.
Assist in preparing investment proposals, asset allocation drafts, and risk profiling summaries.
Conduct basic research on products, taxation, regulations, and market updates.

5. Compliance & Regulatory Support
Maintain records for audits, internal checks, and regulatory requirements.
Support adherence to SEBI, AMFI, RERA, FEMA, and banking guidelines related to wealth products.
Prepare checklists and ensure data accuracy for compliance reviews.

6. Client Servicing & Coordination
Assist senior wealth advisors in responding to client queries.
Prepare communication drafts and send updates/reports under supervision.
Coordinate with AMCs, PMS houses, banks, and insurance partners.

7. Operational Excellence & Internal Processes
Maintain trackers for AUM, client onboarding, application status, and service requests. Support in designing SOPs for smoother operations. Ensure timely completion of tasks with accuracy and zero errors.


Expected Deliverables
Interns will be expected to deliver:

1. Daily & weekly operational updates
2. Accurate documentation files for onboarding
3. Updated client data & portfolio trackers
4. Transaction logs & MIS reports
5. Research papers on products, AMC data, and performance
6. Error-free paperwork for PMS, AIF, MFs, Insurance
7. Compliance checklists & audit-ready files
8. End-to-end assistance for client servicing tasks

Why Join Kesari Financial Services for an Operations Internship?

Build a Strong Global Finance Career
1. Core Wealth Management Exposure
You will learn the most important backend processes that top wealth houses depend on.

2. Work Directly With Senior Wealth & Compliance Teams
A rare opportunity to learn from experts handling high-value portfolios.

3. High-Demand Career Path
This internship prepares you for roles in:
Wealth Management
Private Banking
PMS/AIF Operations
Portfolio Reporting
Investment Advisory Support
Compliance & Risk Management
Financial Operations & Analytics

4. Master Documentation & Compliance
These skills are extremely valuable for global careers in finance.

5. PPO Opportunity
Top performers receive a Pre-Placement Offer in the Operations or Wealth Management team.

6. Environment of Precision, Learning & Professional Growth
Ideal for candidates who want a long-term career in global financial services.

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