Wealth Management Customer Associate at AllSec Technologies — Noida | Apply 2026 | 3rangaA
Wealth Management Customer Associate
AllSec TechnologiesNoida1d ago Full-timevia scraped
Job Description
Undergraduate/Graduate Require for Wealth Management Executive 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
- Strong understanding of capital markets \& investment products
- Equity \& fund analysis skills
- Financial statement analysis
- Advanced Excel (pivot tables, lookup formulas, MIS reports)
- 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
Benefits
- Health insurance
- Provident Fund
Job Overview
- Job type
- Full-time
- Work mode
- On-site
- Location
- Noida
- Posted
- 1d ago
- Source
- Scraped