About the jobThis isn't a sales job. No cold calls, no targets to chase. This is for someone who wants to learn how real financial planning works, from the inside. You'll be the engine behind client portfolios: preparing financial plans, handling investment documentation, and making sure every client's investment journey runs smoothly.

Key Responsibilities

- Build financial plans and support portfolio strategy for clients.
- Handle updating and onboarding clients for mutual funds, PMS, and investment platforms.
- Manage emails and service requests, investments, and guidance.
- Own the back-office: update reporting software, reconcile portfolios, manage MIS.
- Coordinate with mutual fund houses and platform partners to get things done.
- Help clients navigate investment platforms and apps with ease.
- Review portfolios, analyze investments, and spot what needs attention.
- Prepare and share monthly investment reports clients actually understand.




- Solve client queries by working directly with fund houses and service providers.
- Keep daily operations running: organized, accurate, on time.

Why This Job Is a Great Start:
- Learn financial planning and portfolio management hands-on, not just in theory.
- Work directly with real client portfolios from day one.
- Build a foundation in wealth management, PMS, and mutual funds.
- Join a team with 24 years of trust and expertise behind it.
- Grow in a reliable, process-driven environment - no sales pressure.
- Mon-Sat; alternate Saturdays off.

Salary

Annual CTC: Rs 2,65,000 - Rs 3,90,000/yr

Experience

0-2 yrs (Freshers can apply)

Who can apply

Only those candidates can apply who:
- are from Mumbai only

Send CV by email to: [email protected]

Website: www.jpfinancial.in

📌 Finance Executive (Mumbai)
🏢 JP Financial
📍 Mumbai