Research & Insights Internship

Not Disclosed
In-Office
09 Apr 2026

Internship

09 Apr 2026

Introduction

Upstox is hiring a Research & Insights Intern, a role centered on conducting user research and supporting insight-driven decision making. The position involves moderating research discussions, recruiting target groups by calling them, transcribing sessions into Excel, scripting survey questionnaires and creating survey links, and sending those questionnaires via CRM tools. Operational responsibilities include preparing scorecards, coordinating with other teams, and maintaining repositories and logs. Candidates must meet specific experience and qualification criteria and demonstrate comfort with both independent work and teamwork.

Upstox is hiring a Research & Insights Intern.

Role Overview and Purpose

What the role aims to achieve

The Research & Insights Intern helps convert user interactions and data into structured outputs that can inform product and business decisions. Core activities ensure that qualitative and quantitative user insights are captured accurately, organized effectively, and delivered in usable formats such as Excel scorecards and survey results. The role supports the broader research and insights function by handling practical, operational, and coordination duties that enable smooth research workflows.

Primary activities at a glance

Conducting and moderating research discussions to gather firsthand user perspectives.
Calling and recruiting relevant target groups to ensure research samples match study needs.
Transcribing user sessions into Excel for structured analysis and record keeping.
Scripting survey questionnaires and creating survey links to design and deploy quantitative data collection.
Sending questionnaires via CRM tools as part of outreach and data collection workflows.
Preparing scorecards to evaluate and summarize findings in a consistent manner.
Managing operational tasks such as coordinating with other teams and maintaining repositories/logs.

These responsibilities combine to make the intern a key contributor to both the execution and the operational continuity of research projects. The intern's outputs—transcripts, surveys, scorecards, and maintained logs—are practical artifacts used by stakeholders to interpret research findings and track progress over time.

Detailed Responsibilities and Day-to-Day Tasks

Conducting and moderating research discussions

Moderating research discussions involves guiding participants through questions and activities designed to surface behaviors, motivations, and feedback. The intern will need to manage conversations so that relevant insights are elicited while keeping sessions on track. These discussions form the qualitative backbone of many research projects and must be documented carefully.

Recruiting participants and outreach

Calling and recruiting relevant target groups is a practical requirement for gathering participants who match study criteria. This outreach can include direct phone contact and coordination to schedule sessions, ensuring samples are representative of the research goals. Effective recruitment supports the validity of both qualitative and quantitative studies.

Documentation and data handling

Transcribing user sessions into Excel is an explicit task that transforms spoken or observed feedback into a structured dataset. The spreadsheet outputs enable subsequent analysis and the creation of scorecards. Maintaining repositories and logs ensures that transcripts, links, and outreach records are available for team members and future reference.

Scripting survey questionnaires and creating survey links to collect structured responses.
Sending questionnaires via CRM tools to reach respondents and manage follow-ups.
Preparing scorecards to summarize and standardize evaluation across studies.

Operational tasks also include coordinating with other teams to align timelines, share results, and integrate findings into broader initiatives. The intern ensures that logistical elements of research projects—participant lists, scheduling, and data storage—are handled so that research execution proceeds without unnecessary delays.

Candidate Requirements and Experience

Experience and background expected

Applicants should have between 2 months and 1 year of market research experience or an internship where they handled qualitative and quantitative user interactions. This range captures early-career candidates who have had exposure to research practices and have performed tasks related to both qualitative sessions and quantitative surveys. Experience can include directly moderating discussions, transcribing sessions, scripting questionnaires, or using tools for outreach and data collection.

Minimum academic qualification

The minimum qualification is Graduate, or candidates who are expected to graduate by April 2026 are also eligible. This requirement sets a baseline academic level for applicants while allowing near-graduates to apply if their completion date fits the stated timeframe.

Language and communication requirements

Good conversational skills and fluency in English and Hindi are required. The role values clear verbal interaction since the intern will moderate discussions and interact with participants and team members. Other regional languages are considered a bonus, enhancing the candidate's ability to recruit and communicate with diverse user groups.

Skills, Tools and Technical Expectations

Software and platform familiarity

Familiarity with survey and scripting platforms is listed as a plus. While not mandatory, experience in building questionnaires, generating survey links, and understanding survey flow can be advantageous. The intern will be expected to script questionnaires and create links for deployment, so hands-on experience with such platforms supports faster onboarding.

Core productivity tools

Proficiency in MS Excel and PowerPoint is required. Excel will be used for transcribing sessions and organizing data, while PowerPoint or similar tools may be used to present findings and prepare scorecards. These tools enable the intern to convert raw responses into structured outputs and summaries that stakeholders can review.

CRM and deployment tasks

Sending questionnaires via CRM tools is a specific operational responsibility. The intern will use CRM systems to distribute surveys and manage respondent outreach. This work supports response collection and tracking, and interacts closely with participant recruitment and follow-up.

Transcribing user sessions into Excel for structured analysis.
Scripting survey questionnaires and creating survey links for deployment.
Sending questionnaires using CRM tools and tracking responses.

Working Style, Communication and Collaboration

Independent work and teamwork

The role requires the ability to work independently as well as be an effective team player. Independent work may include scripting questionnaires, transcribing sessions, and preparing scorecards without constant supervision. Collaborative work involves coordinating with other teams, handing off data, and aligning on timelines and objectives.

Operational coordination and record keeping

Managing operational tasks such as coordinating with other teams and maintaining repositories/logs is central to the day-to-day functioning of the research process. The intern ensures that artifacts like transcripts, survey links, scorecards, and participant logs are stored and maintained. Reliable record keeping supports reproducibility and allows team members to find and use past data efficiently.

Communication expectations

Good conversational skills and language fluency are practical necessities because the intern will moderate discussions, recruit participants, and liaise with colleagues. Clear verbal and written communication helps in scripting surveys, creating clear outreach messages, and preparing scorecards that summarize findings succinctly. Fluency in English and Hindi ensures the intern can engage with a wide range of participants.

Coordinate with teams to align on research timelines and deliverables.
Maintain repositories and logs to ensure data accessibility and traceability.
Prepare scorecards and summaries that communicate research outcomes.

Frequently Asked Questions

What is the Research & Insights Intern role?

The Research & Insights Intern conducts and moderates research discussions, calls and recruits relevant target groups, transcribes user sessions into Excel, scripts survey questionnaires and creates survey links, sends questionnaires via CRM tools, prepares scorecards, and manages operational tasks like coordinating with other teams and maintaining repositories/logs.

What experience is required to apply?

Candidates should have between 2 months and 1 year of market research experience or an internship where they handled qualitative and quantitative user interactions. This experience may include moderating discussions, transcribing sessions, scripting questionnaires, or managing outreach and data collection.

What is the minimum educational qualification?

The minimum qualification is Graduate, or applicants who are expected to graduate by April 2026 are eligible. This sets a baseline academic requirement while allowing near-graduates who meet the stated completion timeframe to apply.

Which tools and skills are important for the role?

Proficiency in MS Excel and PowerPoint is required. Familiarity with survey/scripting platforms is a plus, and experience using CRM tools to send questionnaires is part of the role. The intern will also transcribe sessions into Excel and prepare scorecards for stakeholders.

What language and communication skills are needed?

Good conversational skills are important. Fluency in English and Hindi is required, and knowledge of other regional languages is considered a bonus, as the intern will recruit participants, moderate discussions, and coordinate with teams.

Conclusion

The Upstox Research & Insights Intern role is a hands-on position focused on gathering, organizing, and delivering user research outputs. It blends direct participant engagement—moderating discussions and recruiting target groups—with operational responsibilities like transcribing sessions into Excel, scripting and sending questionnaires via CRM tools, and preparing scorecards. Candidates should bring relevant early-career market research experience, a graduate-level qualification (or expected graduation by April 2026), strong conversational skills, and proficiency in MS Excel and PowerPoint. The role suits individuals who can balance independent execution with collaborative coordination and maintain meticulous records to support the research lifecycle.

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