Associate - Research & Insights

About the Company

Upstox is a fast-scaling fintech platform focused on making investing simpler, stronger, and accessible to everyone. Supported by well-known investors such as Mr. Ratan Tata and Tiger Global, the company serves millions of users ranging from new investors to experienced traders. The culture is described as energetic, high-impact, and purpose-driven.

Role Summary

Upstox is looking for an Associate - Research & Insights to support the execution of research studies and projects planned by the team. The position is based in Mumbai and requires five days of in-office work.

Key Responsibilities

The role includes both qualitative and quantitative research tasks, along with related operational support.

• Identify the relevant target audience and contact them to participate in research discussions.
• Moderate and conduct research conversations in line with the study goals and discussion guide.
• Convert completed user interactions into structured Excel-based transcripts.
• Assist with analysis and preparation of research reports when needed.
• Draft survey questionnaires and generate survey links.
• Send questionnaires through CRM tools.
• Prepare scorecards and support report creation.
• Coordinate with internal teams to gather required inputs such as databases and prototypes.
• Maintain organized records of research documents.
• Track and log data requests.
• Compile stakeholder feedback and action items from research findings.
• Handle other research and operational tasks as assigned.

Candidate Profile

The ideal candidate has 1 to 2 years of market research experience, or internship exposure in a market research agency or company where they handled user interactions for qualitative and quantitative studies. Strong Excel and PowerPoint skills are essential, along with clear verbal and written communication. Fluency in English and Hindi is required, and knowledge of another regional language will be an added advantage. A background in fintech is preferred. The company is also seeking someone who is self-driven, proactive, and motivated.

Additional Information

This position is a full-time, office-based role in Mumbai. Upstox notes that this opportunity offers exposure to a high-performing environment where the work can influence brand, product, and growth decisions through consumer insight and data-driven analysis.

Privacy Notice and Equal Opportunity

By moving ahead with an application, candidates confirm that they have reviewed the Prospective Employee Privacy Notice, which explains how personal information is collected, used, and protected. Upstox also states that it is an equal opportunity employer and considers all qualified applicants without discrimination based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or other protected characteristics.