Finance - Internship (Part Time)

About the internship:At JP Financial, you will learn how financial planning works in the real world, not just in textbooks. This is not a sales job. There are no cold calls or sales targets. You will work behind the scenes on financial research, portfolio review, investment portfolios, and mutual funds. If you are curious about finance, comfortable with numbers, and eager to learn, this could be the right start to your career.

Selected intern's day-to-day responsibilities include:

1. Savings for retirement and financial goals: Help prepare financial roadmaps and support investment strategies.

2. Portfolio analysis: Review client portfolios, track investments, and identify areas that need attention.

3. Investment operations: Assist with mutual fund, PMS, and investment platform transactions and documentation.

4. Daily operations: Ensure client transactions and requests are handled accurately and on time.Who can apply:Only those candidates can apply who:are available for the part time job/internshipcan start the part time job/internship between 15th Oct'26 and 19th Nov'26are available for duration of 3 monthsare from Mumbai onlyhave relevant skills and interestsStipend:INR₹ 7,000 - 12,000 /monthDeadline:[hidden]:59:59Other perks:Certificate, Letter of recommendation, Flexible work hours, Informal dress codeSkills required:MS-Office, MS-Excel, English Proficiency (Spoken) and English Proficiency (Written)Other Requirements:1. Must be based in Mumbai.2. No prior work experience required.3. Good attention to detail and willingness to learn.4. Basic knowledge of MS Excel and MS Office.5. Good communication and time-management skills.6. A responsible, organised, and client-focused attitude.About Company:JP Financial is leaders in making informed financial decisions for over 23 years, specializing in retirement planning to secure a worry-free future, financial planning to build and grow wealth, and mutual funds advisory and distribution to help clients invest with confidence. With our expertise, you receive personalized strategies designed to safeguard and enhance your financial future, helping you achieve long-term success.Additional information:Why join JP Financial?

1. Learn by doing: Gain practical experience with real client portfolios from day one.

2. Build valuable skills: Develop hands-on knowledge of financial planning, mutual funds, portfolio management, and wealth management.

3. Learn from experience.

4. Grow without sales pressure: Focus on learning, accuracy, client service, and professional development.

Responsibilities

At JP Financial, you will learn how financial planning works in the real world, not just in textbooks. This is not a sales job. There are no cold calls or sales targets. You will work behind the scenes on financial research, portfolio review, investment portfolios, and mutual funds. If you are curious about finance, comfortable with numbers, and eager to learn, this could be the right start to your career.

Selected intern's day-to-day responsibilities include:

1. Savings for retirement and financial goals: Help prepare financial roadmaps and support investment strategies.

2. Portfolio analysis: Review client portfolios, track investments, and identify areas that need attention.

3. Investment operations: Assist with mutual fund, PMS, and investment platform transactions and documentation.

4. Daily operations: Ensure client transactions and requests are handled accurately and on time.