Role & Responsibilities

Support Asset & Wealth Management teams in day-to-day business, client management and operational activities.

Assist in preparing, reviewing and maintaining client, portfolio and investment-related data and reports.

Support analysis of financial and investment information and identify exceptions or discrepancies.

Coordinate with internal teams for timely completion of business requests, documentation and operational activities.

Prepare MIS, reports, presentations and business updates as required by the team.

Maintain accuracy and completeness of records while following defined processes and controls.

Respond to internal queries and ensure timely follow-up and closure of assigned activities.

Support activities related to investment products,



financial markets and client/portfolio information.

Follow established risk, compliance and confidentiality guidelines.

Work effectively in a process-driven, deadline-oriented environment.

Preferred candidate profile

* MBA / M.Com / PGDM candidates, preferably in Finance or related fields.

* 2024, 2025 & 2026 graduates/postgraduates preferred.

* Excellent written and verbal communication skills.

* Positive analytical ability, attention to detail and willingness to learn.

* Comfortable with CTC of 3.03.2 LPA.

* Willing to relocate to Noida.

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