Wealth Escalator by JRG Financial
Services Pvt Ltd is a growing financial services firm specializing in the distribution
of mutual funds, insurance, and investment solutions. The company focuses on
helping clients achieve their financial goals through personalized investment
strategies and financial planning.
Skills
Required
- Strong communication skills in English
& Hindi.
- Good knowledge of Mutual
Fund and Insurance operations.
- Strong attention to detail,
follow-up and coordination skills.
- Strong client engagement and
relationship-building skills
- Ability to manage multiple tasks
independently and within timelines.
- Proficiency in Advance MS Excel.
Education
- Bachelor’s degree in Commerce,
Business Administration, Finance or related field.
- NISM Series V-A is a plus.
Requirements
- Manage end-to-end Operations,
including transactions, applications, KYC, policy issuance, renewals,
endorsements and service requests.
- Support client onboarding
and Relationship Management teams with documentation, risk profiling,
applications and transaction processing.
- Coordinate with channel partners,
including AMCs, RTAs, insurers and other financial institutions, for
timely processing, follow-ups and issue resolution.
- Prepare daily/monthly MIS,
reconciliation statements, trackers and operational reports.
Benefits
- Competitive Salary +
Performance Incentives
- Group Health Insurance
- Gratuity Benefits
- Leave Encashment
Skills Required
- Bachelor's degree in Commerce, Business Administration, Finance, or a related field
- Strong communication skills in English and Hindi
- Knowledge of mutual fund and insurance operations
- Strong attention to detail, follow-up, coordination, and client relationship-building skills
- Ability to manage multiple tasks independently and meet timelines
- Proficiency in Advanced MS Excel
- NISM Series V-A certification
What We Do
JRG Financial Services Pvt. Ltd., operating as Wealth Escalator by JRG Financial Services, is a Gurugram-based financial advisory firm founded in 2007. It helps individuals and families build long-term wealth through financial planning, goal setting, risk management, strategic investments, and wealth management. The company also promotes financial literacy and offers resources, webinars, calculators, and investment products including mutual funds, equities, bonds, and fixed deposits.
