Investment Support Executive
2 days ago
Job Description
Position: Investment Support Executive (Fresher)
Location: Hyderabad
Company: OngoleBulls Invest Pvt Ltd
About OngoleBulls Invest
OngoleBulls Invest Pvt Ltd is a growing financial services and investment advisory platform focused on mutual funds, equity markets, wealth management, and investor education. We work closely with investors, distributors, and research teams to deliver data-driven and compliant investment solutions.
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Role Overview
We are looking for a motivated Investment Support Executive (Fresher) to support our investment operations, client servicing, and internal research teams. This role is ideal for candidates who want to build a strong foundation in capital markets, investments, and wealth management.
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Key Responsibilities
Investment & Operations Support
• Assist the investment team in daily operational activities
• Support execution and tracking of mutual fund, equity, and other investment products
• Maintain investment records, transaction logs, and MIS reports
Client Support & Coordination
• Assist in onboarding investors and maintaining KYC documentation
• Respond to basic client queries related to investments and account status
• Coordinate with Relationship Managers and internal teams
Research & Data Support
• Help collect, organize, and update market data and investment reports
• Support basic research on mutual funds, equities, and market trends
• Prepare presentation decks, factsheets, and internal notes
Compliance & Documentation
• Ensure adherence to internal processes and regulatory guidelines
• Maintain proper documentation in line with SEBI/AMFI norms
• Support audit and compliance-related data requirements
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Eligibility & Qualifications
Education (Mandatory):
• BBA / B.Com / BBM / MBA (Finance or Marketing preferred)
• Freshers or candidates with up to 1 year of experience may apply
Knowledge & Skills:
• Basic understanding of financial markets, investments, and mutual funds
• Good analytical and numerical ability
• Proficiency in MS Excel, Word, and PowerPoint
• Strong communication and coordination skills
• Willingness to learn and grow in the investment domain
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Preferred (Good to Have)
• NISM certification (or willingness to complete)
• Internship exposure in finance, banking, or investment firms
• Interest in equity markets, mutual funds, and wealth advisory
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What We Offer
• Structured learning in investments and wealth management
• Performance-based growth opportunities
Contact:
Email to
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