Key Responsibilities. Investment ResearchAnalyze and recommend the best investment options for clients. Financial PlanningCreate personalized strategies for wealth management, tax planning, and retirement goals. Portfolio ManagementTrack and review investment performance, making adjustments as needed. Mutual Fund AnalysisResearch mutual funds, study market trends, and provide data-driven recommendations. Product PresentationsPrepare reports and presentations on mutual funds, insurance, and other financial products. About CompanyLocated in Mahalaxmi (West), Mumbai, JP Financial has been guiding senior corporate executives and leaders in making informed financial decisions for over 23 years. We Specialize In. Retirement PlanningSecure a worry-free future. Financial PlanningStrategize to build and grow your wealth. Mutual Funds Advisory & DistributionInvest with confidence. With our expertise, you receive personalized strategies to safeguard and enhance your financial future. Let's achieve your success together

1. Process mutual fund transactions and client requests accurately.2. Maintain and update client records in the system.3. Prepare reports and manage account documentation .4. Coordinate with banks, asset management companies (AMCs), and clients for seamless transactions.5. Handle client queries through email and phone professionally6. Support the sales team with essential back-office tasks.Basic knowledge of MS Excel and Word