Job Description

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