Wealth Management- BPO- (Backend)

Job Descriprion:

• 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)

• Market research & report writing

• NISM Mutual Fund / Equity certification preferred

• Communication & presentation skills

Role Responsibilities

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