Finance Executive Job

Job Description

About the job: We are seeking a dynamic 'Finance Executive' to join our team at JRG Financial Services Private Limited. As a 'Finance Executive', you will play a crucial role in managing our financial operations and services to the clients. If you have a strong background in finance, proficiency in MS Excel, MS Office, financial modeling, and excellent spoken English skills, we want to hear from you! Key Responsibilities: 1. Coordinating new client onboarding process. 2. Data gathering and Financial Plan creation as per process 3. Presentation of portfolio reviews and investment recommendation 4. Coordination & implementation of plan and recommendations 5. Keeping updated on the financial markets & products Skills: 1. Analytical Mind 2. Good communication skills 3. Hard working with the ability to perform in a result-oriented environment. 4. Basic computer skills 5. Client-centric attitude. If you are a proactive and results-driven Finance Executive with a passion for finance and a knack for problem-solving, we encourage you to apply for this exciting opportunity. Join us at JRG Financial Services Private Limited and take your finance career to new heights! Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 3,30,000 - 4,20,000 /year Experience: 1 year(s) Deadline: 2025-07-01 23:59:59 Other perks: Health Insurance, Life Insurance Skills required: MS-Office, MS-Excel, Financial Modeling and English Proficiency (Spoken) Other Requirements: MBA in finance About Company: JRG Financial Services Private Limited was incorporated in the year 2007. We help you to understand 'where you are and where you want to be'. This enables you to make informed decisions about how to make the most of your wealth; to invest and protect it to your advantage. We offer tailored financial advice suiting individual profiles and goals maintaining financial discipline through periodic reviews. This is done within a carefully designed process framework in order to preserve and build wealth. The defining elements of JRG are integrity, transparency and long-term commitment to clients' interests. We at JRG have one goal in mind, which is to make your money work hard for you.