Personal Finance Representative

We’re Hiring – Personal Finance Assistant
Location: Nagpur, Maharashtra

Are you passionate about finance, investments, and financial analysis?
Join our team as a Personal Finance Assistant, supporting our Finance Manager and Directors in managing investments, fund flows, and financial planning activities.

Key Responsibilities

• Assist in personal accounting and investment documentation
• Prepare fund flow and cash flow statements in Excel
• Perform financial and investment analysis
• Coordinate with financial advisors and directors for reviews and meetings
• Maintain confidentiality of all financial data and records
• Schedule and coordinate meetings between Directors, Advisors, and stakeholders
• Provide periodic investment performance reports

What We’re Looking For

• Graduate in Finance / MBA in Finance
• Skilled in Tally & MS Excel (financial modeling, fund flow, analysis)
• Basic knowledge of Stock Market, Mutual Funds, and Taxation
• Excellent communication, presentation, and coordination skills
• Strong analytical ability, attention to detail, and professionalism

How to Apply:
Send your CV to [email protected] / [email protected]
Subject: Application for Personal Finance Assistant

Job Type: Full-time

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

• Health insurance

Work Location: In person