Intern/Freshers - Wealth Operations

2 days ago


Gurgaon, Haryana, India InCred Wealth Full time ₹ 3,00,000 - ₹ 6,00,000 per year

Company Description

InCred Wealth is a modern, agile wealth management company with a mission to provide world-class investment services and solutions to Indian clients globally. We offer UHNI & HNI clients a comprehensive investment product suite powered by in-depth research, advanced technology, and delivered by a highly experienced team. Our products and services include investment solutions across equity, fixed income, and alternatives, a sophisticated technology platform for advanced portfolio monitoring, investment banking solutions through InCred Capital, and estate planning services. InCred Wealth & Investment Services is an AMFI registered mutual fund distributor, with some services offered through group companies.

Role Description

This is a full-time on-site role for an Intern/Freshers - Wealth Operations position at InCred Wealth, located in Gurgaon, India. The role involves assisting with the daily operations of the wealth management team, supporting client portfolio management, conducting market research, and preparing investment reports. The intern will also be involved in data entry, documentation, and coordinating with various departments to ensure smooth operational processes. Training will be provided to familiarize the candidate with the necessary tools and systems.

Qualifications

  • Strong analytical skills and ability to conduct market research.
  • Proficiency in data entry, documentation, and handling software tools.
  • Excellent written and verbal communication skills.
  • Attention to detail and ability to work in a team-oriented environment.
  • Proficiency in MS Excel and Powerpoint
  • A Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred.
  • Fresh Graduates or individuals with 0-1 year of relevant experience are welcome to apply.

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