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AGM / DGM – Treasury & Family Office
1 week ago
Job Title :
AGM / DGM – Treasury & Personal Wealth ManagementLocation : DelhiReporting Manager : CFOJob 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 :
Treasury ManagementDevelop and implement treasury strategies to optimize cash flow, manage liquidity, and ensure efficient capital utilizationExecute and supervise daily cash management activities, including forecasting, fund transfers, and investment decisions.
Personal Wealth ManagementProvide personalized financial planning and wealth management to promoters and group companiesConduct 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 etcEvaluate potential investment opportunities of equity including individual stocks, MFs, PMS etc.
Work along with wealth advisors and ensure timely reviewsTaxation and Compliance ManagementEnsure compliance of applicable Taxation law.Stay updated on relevant financial regulations and ensure compliance with all applicable laws and standardsImplement and maintain internal controls to safeguard assets and financial data.
Qualification and ExperienceB.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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Delhi, Delhi, India Jaipuria Institute of Management Full timeJob 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...
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Apply Now: AGM
1 week ago
Delhi, Delhi, India Jaipuria Institute of Management Full timeJob Title: AGM / DGM – Treasury & Personal Wealth ManagementLocation: DelhiReporting Manager:CFOJob 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...
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AGM/DGM - Engineering
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AGM/DGM - Engineering
1 week ago
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