Location: [Mumbai (Lower Parel]
Experience: 2–5 Years
Employment Type: Full-time
We are looking for a motivated and detail-oriented Finance Executive to manage personal client accounts and handle investment trading activities. The ideal candidate will have strong knowledge of financial markets, hands-on trading experience, and the ability to manage multiple client portfolios with accuracy and confidentiality.
Manage personal financial accounts and investment portfolios
Execute and monitor investment trades (equities, mutual funds, ETFs, etc.)
Track portfolio performance and prepare regular reports
Analyze market trends and support investment decision-making
Ensure compliance with financial regulations and internal policies
Coordinate with brokers, banks, and other financial institutions
Handle client queries related to investments and returns
Maintain accurate records and ensure data confidentiality