capital Market Production Coordination

Capital Market Products Coordinator

iArista Artha Private Limited

Location

Mumbai

Start Date

Immediately

CTC (Annual): ₹2,50,000 – ₹3,00,000

Experience

No experience required

Job Type

Fresher Job

About the JobKey Responsibilities

Act as the communication bridge between Wealth Managers and the Equity Dealer/Research Team.

Coordinate order placement and execution of equity, ETF, bond, and structured product transactions.

Share research updates, tactical calls, and model portfolio changes with Wealth Managers promptly.

Track execution status, ensure order accuracy, and proactively report discrepancies.

Maintain trackers for product usage, client execution, and advisor adoption.

Assist in rolling out and communicating new product ideas or research themes.

Provide training and support to new Wealth Managers on investment tools, research notes, and processes.

Support client query resolutions related to execution, product suitability, or asset allocation.

Track and report marketing initiative performance (ROI, lead quality, conversions).

Support planning and execution of investor events, webinars, and client engagement initiatives.

Manage social media platforms and website updates with design/digital teams.

Create content for newsletters, blogs, investment insights, and client communication.

Prepare weekly and monthly market updates summarizing key events and sector trends.

Conduct mutual fund research, including performance tracking and peer comparisons.

Track and report on indices, ETFs, NFOs, and IPOs for market sentiment analysis.

Monitor and update momentum stock lists with rationale and technical indicators.

Generate and maintain fact sheets for mutual fund and equity strategies.

Draft periodic mutual fund review reports for internal and client use.

Compare financial products and analyze suitability for individual client needs.

Monitor client portfolios (mutual funds and stocks) for performance and rebalancing.

Conduct primary and secondary research on mutual funds, bonds, PMS, AIFs, and other products.

Track economic indicators, market trends, and regulatory changes affecting wealth products.

Support the investment team with periodic data insights and market intelligence.

Help develop frameworks to shortlist investment products based on risk, return, and suitability.

Please note: This is a Multi task job role involving financial products coordination along with capital market research & managing marketing campaigns.

Skill(s) Required

Analytical Thinking

Artificial Intelligence

Data Analysis

Effective Communication

Interpersonal Skills

MS-Excel

Problem Solving

Time Management

Who Can Apply

Only those candidates can apply who

Are from Mumbai only.

Other Requirements

Strictly, Candidates only from Mumbai will apply.

Finance Background preferred.

Should have basic knowledge of financial products.

Pay

₹20,000.00 - ₹25,000.00 per month

Benefits

Health insurance

Provident Fund

Work Location

In person