Junior Executive

About the Role

GM Solution is a financial services firm operating across two key verticals – Fundraising and Wealth Management. We work with individuals, businesses, HNIs and institutional clients, providing financial solutions and investment-related services. We are looking for a motivated, detail-oriented and enthusiastic individual to join our team. The role involves client onboarding, operational coordination, documentation, compliance support and assisting with day-to-day activities across our business verticals.

Key Responsibilities

• Client onboarding, account opening and documentation.
• Coordination with existing clients and financial institutions.
• Handling operational and compliance-related requirements.
• Assisting in day-to-day activities across fundraising and wealth management.
• Supporting investment research, financial data analysis and strategy performance tracking.
• Maintaining client records and ensuring smooth execution of operational activities.

Requirements & Tech Stack

• Freshers or candidates with 1–2 years of experience.
• Graduate in Commerce, Finance, Banking or a related field.
• Basic understanding of financial markets and investment products is an advantage.
• Good communication and coordination skills.
• Basic knowledge of MS Excel and computer applications.
• Attention to detail, willingness to learn and a proactive attitude.

What We Offer

• Hands-on exposure to fundraising and wealth management.
• Practical learning and on-the-job training.
• Exposure to financial markets, investment strategies and financial products.
• A learning-oriented work environment with opportunities for professional growth.