AGM / DGM – Treasury & Personal Wealth Management

3 weeks ago


Delhi, India Jaipuria Institute of Management Full time

Job Title: AGM / DGM – Treasury & Personal Wealth Management

Location: Delhi

Reporting Manager: CFO

Job Purpose :

The position is responsible for organisation’s (IES & PEPL) Treasury functions and managing personal wealth and Taxation related services to the Promoter. This role involves collaboration with multiple stakeholders, liquidity management and providing personalized wealth management services.

Key Responsibilities:

  1. Treasury Management
  • Develop and implement treasury strategies to optimize cash flow, manage liquidity, and ensure efficient capital utilization
  • Execute and supervise daily cash management activities, including forecasting, fund transfers, and investment decisions.
  1. Personal Wealth Management
  • Provide personalized financial planning and wealth management to promoters and group companies
  • Conduct thorough financial assessments, including risk tolerance, investment goals, and estate planning needs for each individual/group company.
  • Evaluate potential investment opportunities of debt including FDs, bonds, structured credit, venture debt, debt MFs etc
  • Evaluate potential investment opportunities of equity including individual stocks, MFs, PMS etc.
  • Work along with wealth advisors and ensure timely reviews
  1. Taxation and Compliance Management
  • Ensure compliance of applicable Taxation law.
  • Stay updated on relevant financial regulations and ensure compliance with all applicable laws and standards
  • Implement and maintain internal controls to safeguard assets and financial data.

Qualification and Experience

  • B.Com / M.Com with C.A. (preferably)
  • Proven skill of managing Personal Wealth in a Promoter driven organization.
  • Working experience of relevant Financial regulations and compliance requirements.
  • Strong understanding of Financial Markets, Investment Strategies and Risk Management principles.
  • 10 to 15 years of progressive experience in Treasury Management, Wealth Management and Taxation



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