Investment Support Executive

2 days ago


Hyderabad, Telangana, India OngoleBulls Full time

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.

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.

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

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

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

What We Offer


• Structured learning in investments and wealth management


• Performance-based growth opportunities

Contact:

Email to



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