AGM / DGM – Treasury & Personal Wealth Management
3 weeks ago
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:
- 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.
- 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
- 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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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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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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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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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...
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