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.
In this role as a Paraplanner, you will be pivotal in ensuring the accuracy and quality of planning outputs while expanding your knowledge of advanced financial strategies. Your responsibilities will include preparing investment plans, conducting basic mutual funds research, and providing necessary documentation support. This position is tailored for individuals with 1 year of experience who are eager to progress within a boutique, client-focused wealth management setting. Key Responsibilities: - Support Plan Preparation - Aid in developing portfolio reviews and investment plans - Execute operational tasks related to mutual funds and insurance - Research Assistance - Conduct research on investment options, products, and tools - Compare product features and present summarized findings for review - Report Drafting - Create financial reports and investment summaries under supervision - Ensure reports are accurate, well-structured, and in line with client objectives - Compliance and Documentation - Maintain current client files with relevant planning notes and compliance checklists - Adhere to internal documentation protocols and regulatory standards - Technology & Tools - Input and update client data using CRM and financial planning software - Utilize Excel and planning tools for basic calculations and modeling - Team Collaboration - Coordinate with operations and admin teams to facilitate client onboarding and documentation - Participate in internal meetings and training sessions to enhance technical and client-handling skills Qualifications: - Bachelor's degree in Commerce, Finance, or a related field - Certification or enrollment in CFP/QPFP (preferred) - 1 year of experience in a paraplanning or financial planning support role In addition to the above requirements, it is essential that you possess a solid grasp of personal finance fundamentals (investments, insurance, taxation), proficiency in Excel and documentation, a desire to learn and thrive in a client-centric environment, attention to detail, effective time management skills, strong ethics, respect for confidentiality, and a professional demeanor.,
As a Financial Coach (Relationship Manager) at JRG Financial Services Pvt. Ltd., you will play a crucial role in business development, client relationship management, and guiding customers towards appropriate financial solutions. This position provides an exciting opportunity to advance in the financial services industry and assist clients in reaching their financial objectives. **Key Responsibilities:** - Acquire new clients for mutual fund and insurance products - Conduct financial needs analysis and recommend suitable solutions - Establish and nurture long-term client relationships - Stay informed about market trends and product knowledge - Ensure adherence to company policies and regulations **Qualifications Required:** - Minimum 2 years of experience in Mutual Fund and Insurance sales - Profound comprehension of financial products - Exceptional communication and interpersonal abilities - Demonstrated success in client acquisition and goal attainment - Bachelor's degree in any discipline Joining our team comes with a range of benefits, including a competitive salary with attractive incentives, group health insurance, gratuity, and leave encashment. You will be a part of a growing organization that prioritizes customer trust, performance excellence, and opportunities for career growth.,
Company Description Wealth Escalator helps business owners evaluate and strategize plans required for their growth, enabling them to generate personal wealth and secure funds for future business growth. By identifying issues impacting their business and personal wealth, we provide actionable solutions and monitor their outcomes. Our distinct strategies empower clients to address problems early, promoting positive growth and financial stability. Based in Gurugram, we support clients in transforming their financial lives. Role Description The Financial Coach will focus on business development, client relationships 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. Qualifications Financial Coaching and Financial Education skills Build and maintain long-term client relationships Acquire new clients for mutual fund and insurance products 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 • Bachelor’s degree in any discipline
Role Summary We are seeking an experienced Insurance Operations Executive with strong knowledge of insurance products, processes, and customer servicing. The role involves handling end-to-end operational activities including documentation, policy servicing, coordination with insurers, and ensuring smooth and accurate process execution. Key Responsibilities Manage day-to-day operations for insurance policies including application processing, policy issuance, renewals, endorsements, and cancellations. Verify proposal forms, KYC documents, premium details, and ensure accurate data entry in internal systems. Coordinate with insurance companies for policy issuance, corrections, and servicing queries. Assist customers with queries related to policy features, premium, coverage, exclusions, and claim processes. Support customers in claim initiation, documentation, tracking, and follow-up until closure. Maintain proper records of policies, payments, and documents. Prepare daily and monthly MIS reports and reconciliation statements. Ensure compliance with IRDAI guidelines and company SOPs. Support sales/relationship teams with product details, quotes, and operational requirements. Identify service gaps and suggest improvements in operational workflows. Requirements Skills & Qualifications Graduate in Commerce, Business, Finance, or related field. 1–3 years of experience in insurance operations (life, health, or general insurance). Strong knowledge of insurance products, underwriting basics, and policy servicing processes. Good understanding of KYC and regulatory compliance requirements. Proficiency in MS Excel and insurance CRM/portal systems. Excellent communication and customer-handling skills. Strong attention to detail and ability to work with accuracy. Benefits Competitive Salary + Attractive Incentives Group Health Insurance Gratuity ️ Leave Encashment