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4 Job openings at My Financial Advisor
About My Financial Advisor

Established in 2005, MFA is one of the best Goal-based investing firms in the financial services industry. We help our clients make smart and informed decisions about their money. Right from the beginning, our approach to personal finance has been based on trust, honesty and doing the right things for our clients. Today we are known as the Most Trusted and Respected Firm in the industry by our clients and peers alike, which we value. Our promise is to take care of our clients' money exactly the way we would take care of our parent's or our best friend's money!

Analyst - Planning & Research

Not specified

1 - 3 years

INR 3.0 - 5.0 Lacs P.A.

Work from Office

Full Time

Position: Analyst Department: Planning & Research Qualification: Graduation / Post Graduation + AMFI Certified (VA), would prefer CFP or NISM XA & XB certified. Experience: 1 - 3Yr(s) Skills Required: In depth understanding of financial markets, Mutual funds, and other investment products like Insurance, PMS, AIF etc.Excellent Communication Skills both written and verbal including public speaking and presentation skills.Tech-savvy and hands on in excel and financial calculations. Job Description: A go-getter, yet a pleasing personality with excellent people skills. Construction of Investment Portfolios and periodic reviews Reviewing investments of clients held outside MFA such as insurance, PMS, etc. Handling queries raised by clients, with analysis as required.

Executive- Front Desk & Admin

Not specified

2 - 3 years

INR 1.0 - 4.0 Lacs P.A.

Work from Office

Full Time

M FA is a place where growth and passion is a way of life. Plethora of opportunities await hardworking, smart and sincere individuals who wish to enjoy their journey to success. Ideal Candidate: Excellent Communication Skills both written and verbal Highly confident Good at networking and developing relations with the clients Experience of dealing with HNI clients/ Wealth Customers Updated knowledge on SEBI AMFI requirements Develop and nurture a strong client-base and serve all clients with complete dedication, care and confidence. Our Organization Offers : A positive and professional work environment Security and stability Excellent compensation and fringe benefit programs A unique approach to business development Target marketing support A commitment to long term career development. Your browser cant play this video. Learn more

Executive - Front Desk & Admin - Admin

Not specified

2 - 3 years

INR 1.0 - 4.0 Lacs P.A.

Work from Office

Full Time

Position: Executive- Front Desk Admin Department: Admin Qualification: Graduate from any field Experience: 2 - 3Yr(s) Skills Required: Good command over English both written and oral Pleasant personality and comfortable attending calls and visitors. Flexibility to work for 9 hours between 9:30 am and 8:00 pm from Monday to Saturday Preferably living in close vicinity Energetic and a keen learner A go-getter and multi-tasker Job Description: RECEPTION: Attending to all calls received at the front desk and redirecting them to the right Team Members. Attending to Guests and other visitors Maintaining Visitors Register Maintaining/booking Conference and Meeting rooms in office ADMIN: Maintaining cleanliness of the Office Premises with the help of support staff including Supervising and Training of the housekeeping and Pantry staff Maintaining Security of the Office premises Co-ordinating with operations Team for Courier pick-up/drop with fixed Courier Agencies. Provide necessary tools to team members, office stationery kit, pantry management, procurement of consumables Personal help - payment of utility bills such as electricity, gas, mobile, landline etc. Any other Ad-hoc responsibilities assigned by the Senior Team Members

Executive - CST

Not specified

2 - 4 years

INR 2.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Onboarding new clients on relevant platforms, including the NSE and HF portals. Handling MF operations by following systems and processes. Handling documentation for overall compliances, and KYC Complete Back office functions including updating and maintaining the reporting software Investwell, Salesforce and Client Portal Coordinating with Mutual funds and other platform providers such as Mutual Fund Utility (MFU) and NSE MF etc. Reconciliation of investor s investment and other back-office functions like MIS, nonfinancial transactions, capital gain statements, adhoc MIS reports, and periodic MIS reports.

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My Financial Advisor

My Financial Advisor

My Financial Advisor

Financial Services

Mumbai Maharashtra
cta

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