Business Associate

1 day ago

Vijay Nagar Indore Madhya Pradesh, India Star Wealth Research Full time

**Job Description: Business Associate - Advisory Firm (Share Market)**

**Company Name: Star Wealth Research**

**Position**: Business Associate
**Location**: Vijay Nagar, Indore
**Reports to**: Senior Advisor / Manager, Advisory Services

**About Us**:
We are a leading advisory firm specializing in share market analysis, financial planning, and investment strategies. Our goal is to empower our clients with accurate market insights and tailored financial advice that helps them achieve their investment goals. We are looking for a dynamic and proactive Business Associate to join our team and contribute to our growth and success in the financial advisory sector.

**Key Responsibilities**:

- **Market Research & Analysis**:

- Conduct in-depth market research to identify investment opportunities in the share market.
- Analyze financial reports, stock performance, and market trends to provide data-driven recommendations.
- Monitor the latest news and updates affecting the stock market and financial markets globally.
- **Client Advisory Support**:

- Assist senior advisors in creating tailored investment strategies and financial plans for clients.
- Prepare presentations, reports, and investment portfolio reviews for clients.
- Assist clients in understanding share market trends, risks, and potential returns through effective communication and education.
- **Client Relationship Management**:

- Maintain strong relationships with existing clients by providing timely updates and addressing their queries.
- Follow up on prospective clients and assist with onboarding.
- Ensure high levels of client satisfaction and seek feedback to continuously improve services.
- **Administrative & Operational Support**:

- Support the team with administrative tasks such as scheduling meetings, preparing client reports, and handling data entry.
- Help ensure compliance with all regulatory requirements and firm policies related to share market advisory services.
- Collaborate with internal teams (research, compliance, legal) to streamline operations.
- **Sales & Business Development**:

- Assist in identifying new business opportunities and lead generation for the advisory services.
- Help in marketing and promoting the firm’s services through various channels, including social media, seminars, and networking events.
- Assist in preparing proposals and pitch decks for potential clients.

**Skills and Qualifications**:

- **Education**:

- Bachelor’s degree in any field.
- **Experience**:

- 1-2 years of experience in share market advisory, financial services, or related fields.
- Strong understanding of the stock market, investment products, and financial analysis.
- **Skills**:

- Strong analytical and problem-solving skills.
- Proficiency in Excel, PowerPoint, and other financial software/tools.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Attention to detail and high level of accuracy.
- Sales-driven with a passion for client service.

This position is ideal for individuals passionate about financial markets, client advisory, and seeking to grow within a forward-thinking advisory firm.

**Job Types**: Full-time, Fresher

Pay: From ₹15,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Flexible schedule
- Paid sick time

Schedule:

- Day shift
- Fixed shift
- Monday to Friday

Supplemental Pay:

- Commission pay
- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

Application Deadline: 09/01/2025

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