Wealth Management Associate

Angel One • Banking • Wealth Management • Microsoft Excel • 3 hours ago
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Salary
≈ $9.5k – $23k per year (Estimated)
Location
In office (Gurgaon)
Seniority
Junior · 1+ year exp
Overview
Company
Impact
Profile match

Angel One

Angel One provides retail personal financial services in India. The company offers e-broking, portfolio management, mutual fund, private client group, commodities broking, investment advisory, etc.
angelbroking.com • Gurgaon • UTC+05:30 • Est. 1996

Requirements:

  • Minimum 6 months of 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, and client reporting.
  • Knowledge of corporate actions, dividends, NAV movements, and financial statements.
  • Experience working with RM teams, PMS, or AIF setups preferred.

Key Skills:

  • Strong knowledge of capital markets and investment products.
  • Equity and fund analysis.
  • Financial statement analysis.
  • Advanced Excel and MIS reporting.
  • NISM certification preferred.
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