Personal Finance Representative
2 weeks ago
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 /
Subject: Application for Personal Finance Assistant
Job Type: Full-time
Pay: ₹20, ₹30,000.00 per month
Benefits:
- Health insurance
Work Location: In person
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