Junior Wealth Management Executive Fresher Job

About the job: As a junior wealth management executive at StockYard Research, you will have the opportunity to work alongside experienced professionals in the finance industry and gain valuable skills in stock trading, investing, financial modeling, and portfolio management. Your proficiency in MS-Office, MS-Excel, and English spoken communication will be essential in this role. Key responsibilities: 1. Assist in conducting market research and analysis to identify potential investment opportunities. 2. Develop and maintain strong relationships with clients to understand their financial goals and objectives. 3. Support senior executives in creating and implementing investment strategies for clients' portfolios. 4. Monitor market trends and news to provide timely updates and recommendations to clients. 5. Prepare and present financial reports and investment proposals to clients. 6. Assist in negotiating deals and transactions on behalf of clients. 7. Collaborate with internal teams to ensure seamless execution of investment strategies and solutions. If you are a proactive and ambitious individual looking to kickstart your career in wealth management, this is the perfect opportunity for you to grow and excel in a dynamic and fast-paced environment. Join us at StockYard Research and be part of a team that is dedicated to helping clients achieve their financial goals. Who can apply: Only those candidates can apply who: Salary: ₹ 2,04,000 - 3,84,000 /year Experience: 0 year(s) Deadline: 2025-06-14 23:59:59 Other perks: Informal dress code, 5 days a week Skills required: MS-Office, Negotiation, MS-Excel, Financial Modeling, English Proficiency (Spoken), Stock Trading, Investing and Portfolio Management About Company: StockYard Research is a SEBI-registered independent equity research and advisory firm, dedicated to providing actionable investment insights to retail and high-net-worth investors. Led by Mohammed Adil Qureshi (SEBI Registration No. INH000019220), the firm focuses on delivering high-quality stock market recommendations backed by thorough fundamental and technical research. Key Highlights: SEBI-registered research analyst - license no. INH000019220. Expertise in equity & derivatives analysis. Over 10 years of market experience, with a strong track record in identifying high-potential opportunities. Focused on data-driven stock recommendations, option chain analysis, and market trend forecasting. Offers curated insights to help clients make informed financial decisions.