Customer Support Wealth Management Gurugram

Role: Wealth Management / Investment Research Associate Location: Gurugram Working Days: 5 Days a Week Shift: Rotational Shift Cab Facility: Both-Side Cab (Within 20 KM Radius) We are looking for candidates with 6 months or more of experience in Wealth Management, Brokerage, Equity Research, Investment Advisory, Capital Markets, or Financial Services. Key Responsibilities Conduct research and analysis of Equities, ETFs, Mutual Funds, and Cryptocurrencies. Monitor market trends, corporate actions, dividends, NAV movements, and company financials. Prepare investment research reports and portfolio analysis. Support Relationship Managers (RMs) and Investment Advisors with client reporting. Coordinate with brokerage, trading, and operations teams. Handle brokerage-related operations and client queries. Ensure compliance with internal policies and regulatory guidelines. Required Skills Solid understanding of Capital Markets and Investment Products Equity & Mutual Fund Analysis Financial Statement Analysis Portfolio Analysis Advanced MS Excel Market Research and Report Writing Valuable Communication Skills Preferred NISM Mutual Fund / Equity Certification Experience in Stock Broking, PMS, AIF, Investment Banking, or Asset Management .