Intern – Client Onboarding, Operations & Presentation Design

Job Title: Intern Client Onboarding, Operations & Presentation Design

Department: Asset & Wealth Management

Location: Mumbai

Duration: 3 months

Reporting To: VP - Client Engagement & Communications

About the Role

We are seeking a motivated and detail-oriented intern to support our Client Onboarding and Operations team within the Asset & Wealth Management division. The role involves working closely with Relationship Managers, Operations, Compliance, and Product teams to ensure a smooth client onboarding journey. The ideal candidate also has a creative flair and experience in PowerPoint and graphic design, helping us enhance internal and client-facing presentations.

This internship is ideal for students interested in finance operations, client lifecycle management, KYC/AML processes, and visual communication.

Key Responsibilities

1. Client Onboarding & Operations

• Assist in the end-to-end client onboarding workflow including documentation collection, verification, and tracking.
• Support KYC/AML checks by compiling required documents, performing data entry, and liaising with internal stakeholders.
• Coordinate with Compliance and Operations to ensure timely account opening and data accuracy in internal systems. Maintain onboarding dashboards, trackers, and MIS reports for internal governance. Help identify operational bottlenecks and suggest process improvements.
• Prepare client files and documentation packages in accordance with regulatory requirements and industry standards.

2.Client Data & Process Management

• Update, validate, and manage client information across CRM and onboarding platforms.
• Support periodic reviews and remediation projects (e.g., KYC refresh, data clean-up).
• Assist in preparing standard operating procedures (SOPs) and workflow diagrams.

3.Presentation Design & Communication

• Create visually appealing PowerPoint presentations for client meetings, onboarding guides, internal reviews, and leadership updates.
• Design infographics, process flows, and dashboards to improve clarity and engagement.
• Ensure all materials adhere to brand guidelines and maintain a consistent visual identity.
• Support content formatting for proposals, product collaterals, and marketing decks.

Required Skills & Qualifications

• Currently pursuing a Bachelors or Masters degree in Finance, Business, Economics, Management, Communications, or related fields.
• Strong interest in asset & wealth management, financial products, and operations.
• Basic understanding of KYC/AML concepts, client lifecycle, or financial markets (preferred but not mandatory).
• Proficient in Microsoft PowerPoint, Excel, and Word.
• Hands-on experience with graphic design tools (Canva, Adobe Illustrator, Figma, or similar) is a plus.
• Strong attention to detail, organizational skills, and ability to manage multiple tasks.
• Excellent verbal and written communication abilities.

What You Will Learn

• Exposure to the full client onboarding lifecycle in a financial services environment.
• Understanding of operational workflows, compliance, and regulatory requirements within asset and wealth management.
• Practical experience in CRM systems, KYC tools, and operational reporting.
• Skills in storytelling through data, professional presentation design, and visual communication.
• Cross-functional collaboration with Relationship Managers, Compliance, Operations, and Product teams.

Key Competencies

• Analytical mindset
• Problem-solving and critical thinking
• Time management
• Collaboration and stakeholder communication
• Creativity and design orientation

Benefits

• Mentorship from industry professionals
• Opportunity to work on live projects and real client cases
• Certificate of internship and potential for future full-time opportunities
• Learning exposure across onboarding, operations, compliance, and design