As a Paraplanner, you will assist you’ll preparing investment plans, conducting basic mutual funds research, and supporting documentation needs. You will play a foundational role in ensuring the accuracy and quality of planning outputs while gradually deepening your exposure to advanced financial strategies. This position is ideal for someone with 1 year of experience looking to grow within a boutique, client-focused wealth management environment. Key Responsibilities: Support Plan Preparation Assist in the creation of portfolio reviews and investment plans Operational execution of mutual funds and insurance Research Assistance Conduct research on investment options, investment products, and tools. Compare product features and summarize findings for review. Report Drafting Draft financial reports and investment summaries under supervision. Ensure reports are well-structured, accurate, and aligned with client goals. Compliance and Documentation Maintain up-to-date client files with all relevant planning notes and compliance checklists. Ensure adherence to internal documentation protocols and regulatory standards. Technology & Tools Enter and update client data in CRM and financial planning software. Use Excel and planning tools for basic calculations and modelling. Team Collaboration Coordinate with operations and admin teams to support client onboarding and documentation. Attend internal meetings and training sessions to build technical and client-handling skills. Qualifications: Bachelor’s degree in Commerce, Finance, or related field. Certification or enrollment in CFP/QPFP (preferred). 1 year of experience in a paraplanning or financial planning support role. Skills Required: Good understanding of personal finance basics – investments, insurance, and taxation. Strong Excel and documentation skills. Willingness to learn and grow in a client-centric environment. Attention to detail and time management skills. Strong ethics, confidentiality, and professional attitude. Show more Show less
JRG Financial Services Pvt Ltd is distributor of financial products like Mutual funds and Insurance. Company wants to expand and grow into individual financial planning and financial products advisory business. To meet the future requirements, we are looking for an Mutual fund Operation Executive to manage company’s routine mutual fund operational activities. Join our passionate and talented team. Key Responsibility of MF Operation Executive • Process client instructions, forms, and applications • Follow up to ensure that appropriate timely action was taken on customers' instruction • Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution • Maintain updated records of applications and relevant documents • Follow communication procedures, guidelines, and policies Skills: • Effective communication skills - English and Hindi • Excellent customer service skills and great enthusiasm for helping customers. • Must be an energetic self-starter with the ability to work both independently and within a team. • Excellent time management skills and attention to detail • Client centric attitude • Basic computer skill and MS-Excel • Hands on experience with Google sheets is a Plus Job Type: Full-time Salary: Based on individual merit and experience plus incentives. Work experience: 1-2 years preferably in Mutual Fund Industry or in BFSI company. Education: Minimum Graduation in any field
🌟 We’re Hiring: Financial Coach (Relationship Manager) 📍 Location: Gurugram, Haryana 🏢 JRG Financial Services Pvt. Ltd. JRG Financial Services Pvt. Ltd., a trusted distributor of Mutual Funds and Insurance, is expanding its team to serve clients more effectively and drive business growth. We’re looking for a passionate and result-driven professional to join us as a Financial Coach (Relationship Manager). 🔹 Role Overview: The Financial Coach will focus on business development, client relationship management, and guiding customers toward the right financial solutions. This role offers an excellent opportunity to grow in the financial services sector while helping clients achieve their financial goals. 🔹 Key Responsibilities: • Acquire new clients for mutual fund and insurance products • Conduct financial needs analysis and offer suitable solutions • Build and maintain long-term client relationships • Stay updated with market trends and product knowledge • Ensure compliance with company policies and regulations 🔹 Requirements: • 2–4 years of experience in Mutual Fund and Insurance sales • Strong understanding of financial products • Excellent communication and interpersonal skills • Proven track record in client acquisition and target achievement • Bachelor’s degree in any discipline 🔹 Perks & Benefits: 💰 Competitive Salary + Attractive Incentives 🩺 Group Health Insurance 🎁 Gratuity 🏖️ Leave Encashment Be part of a growing organization that values customer trust, performance excellence, and career advancement.