Undergraduate/Graduate Require for Wealth Management Job Role.
6 months+ experience in wealth management operations, equity research, or investment advisory support
Exposure to equities, ETFs, mutual funds, and crypto instruments
Experience in portfolio analysis, market research, or client reporting
Familiarity with corporate actions, dividends, NAV movements, and financial statements
Prior experience working with RM teams, investment advisors, or PMS/AIF setups is a plus
Key Skills Required -
Robust understanding of capital markets & investment products
Equity & fund analysis skills
Financial statement analysis
Advanced Excel (pivot tables, lookup formulas, MIS reports)
Market research & report writing
NISM Mutual Fund / Equity certification preferred
Communication & presentation skills
Job Role & Responsibilities -
Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and mutual funds
Monitor market trends, corporate actions, dividends, and company financials
Evaluate investment opportunities and prepare detailed research reports
Support strategies for wealth management and investment advisory
Pay: ₹30,000.00 - ₹35,000.00 per month
Advantages:
Health insurance
Life insurance
Provident Fund