1. Manage business operations by following established systems and processes.
2. Handle documentation for investment products like mutual funds, PMS, and transaction platforms, ensuring compliance and KYC paperwork.
3. Communicate with clients via phone and email, managing their service requests.
4. Oversee back-office investment operations, including updating and maintaining reporting software like IFA Now and Masterstroke.
5. Coordinate with mutual fund/PMS providers and platforms like MFU, CAMS, and KFINTECH.
6. Reconcile investor investments and manage back-office tasks like MIS, capital gain statements, and periodic reports.
7. Assist clients with platform and mobile app usage.
8. Manage daily back-end operations.
9. Resolve client queries by coordinating with mutual fund companies.
10. Conduct portfolio reviews for clients.
11. Generate and regularly send portfolio reports to clients.
Note:
Office hours: 9 AM to 6 PM (Monday to Friday).
Training will be provided.
Office Location : JP Financial ,The Famous Cine Building, 1st Floor, Mahalaxmi (W)
1. Those who are from or open to relocate to Mumbai and neighboring cities
Salary
Duration:
Salary during probation:
After probation:
Annual CTC: ₹ 2,00,000 - 2,40,000 /year
Perks
Informal dress code 5 days a week
Number of openings
2
About JP Financial
JP Financial is a firm located in Mahalaxmi (West), Mumbai. We specialize in retirement planning, financial planning, and mutual funds advisory & distribution business. We mainly work with senior corporate executives and leaders. We have been in the financial services business for 23+ years.
