Financial Planner Associate Director, Investment
1 day ago
About the Team The Finance Controllership team at Navi is responsible for overseeing and managing the company’s financial activities, ensuring the accuracy of financial reporting and compliance with regulatory standards. The team manages day-to-day accounting operations, monitors financial health, and drives initiatives to enhance financial performance and transparency. As an Associate Manager in the Finance Controllership (AMC) team, you will play a key role in managing the end-to-end financial reporting and compliance processes for Navi Mutual Fund. From leading statutory audits and ensuring timely reconciliations to monitoring daily NAV, TER, and regulatory requirements, you'll be responsible for driving accuracy, transparency, and compliance in financial operations. Ensure closure of unaudited Mutual Fund scheme financials on a half-yearly basis. Lead statutory audit closure and preparation of final scheme financials for Navi Mutual Fund. Monitor and ensure timely closure of the following reconciliations : -Holding reconciliation – Daily -Redemption liability reconciliation – Daily -Switch liability reconciliation – Daily -Subscription reconciliation – Monthly Oversee daily NAV publication and overseas investment monitoring/reporting . Manage day-to-day accounting and TER monitoring . Conduct monthly trial balance scrutiny for Mutual Fund schemes. Track Net Worth and liquid deployment to ensure compliance with regulatory limits . Provide data for Quarterly and Half-Yearly Trustee Reports filed with SEBI. Act as liaison between RTA and Fund Accountant for accounting/reconciliation issues. Drive process improvements and ensure quality inputs from internal stakeholders and RTA . Handle ad-hoc SEBI/AMFI requirements as they arise. Qualified CA with 1+ year of relevant work experience. Strong knowledge of Financial Reporting and Ind-AS . Excellent problem-solving and analytical skills to identify process gaps and risks. Ability to manage various audits and collaborate across teams for timely closure. High ownership mindset with adaptability to changing regulatory compliances . We are on a mission to make finance simple, accessible and affordable for a billion Indians. Guided by a strong customer-first approach, we are building tech-first solutions that work at scale. Our offerings include a range of financial products and services across Loans, Insurance, Mutual Funds, Digital Gold and
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Associate Financial Planner
11 hours ago
bangalore, India PrimeWealth Full timeJob Title: Associate Financial Planner Location: Remote Salary Range: ₹30,000 – ₹40,000 per month Experience: Freshers or 1–2 years in financial planning or related roles CFP or Pursuing CFP is mandatory. About the Role: We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a...
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Associate Financial Planner
4 days ago
bangalore, India PrimeWealth Full timeJob Title: Associate Financial PlannerLocation: RemoteSalary Range: ₹30,000 – ₹40,000 per monthExperience: Freshers or 1–2 years in financial planning or related rolesCFP or Pursuing CFP is mandatory.About the Role:We’re looking for a passionate and detail-oriented Associate Financial Planner who will play a pivotal role in ensuring a seamless...
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Financial Director
2 weeks ago
bangalore, India TRUGlobal Full timeJob Title: Director – Finance (Investments)Role Overview:The Director – Finance (Investments) will be responsible for managing the company’s cash flow, investments, and property portfolio to maximize returns and ensure sustainable growth. This role involves formulating and executing investment strategies in consultation with top management, managing...
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Financial Director
2 weeks ago
Bangalore, India TRUGlobal Full timeJob Title: Director - Finance (Investments) Role Overview: The Director - Finance (Investments) will be responsible for managing the company's cash flow, investments, and property portfolio to maximize returns and ensure sustainable growth. This role involves formulating and executing investment strategies in consultation with top management, managing...
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Junior Financial Director
1 day ago
Bangalore, India TRUGlobal Full timeJob Title: Director – Finance (Investments) The Director – Finance (Investments) will be responsible for managing the company's cash flow, investments, and property portfolio to maximize returns and ensure sustainable growth. This role involves formulating and executing investment strategies in consultation with top management, managing corporate funds...
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Investment Associate
2 weeks ago
bangalore, India P4 Capital Full timeAbout P4 CapitalWe are a reputed Mumbai-based family office managing a diversified portfolio across listed and unlisted equities. Our investment approach is long-term, value-driven, and deeply rooted in fundamental research. We partner with passionate entrepreneurs and invest in scalable businesses with strong governance. The family office operates with a...
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Associate Director-Investment Implementation
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bangalore, India Bean HR Consulting Full timeAbout company Our client is a US based MNC (Fortune 200). Its a global consulting leader in talent, health, retirement, and investments. They work collaboratively with clients to transform strategy into practical actions that drive results. They believe in building brighter futures by redefining the world of work, reshaping retirement and investment...
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Associate director
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Bangalore, India Vee Healthtek Full time# Associate Director – Medical Billing Location: Hyderabad, Pune, Mohali, Bangalore, Chennai, Salem and Trichy No. Positions: 8 Industry: Healthcare / Revenue Cycle Management (RCM) About the Role We are looking for an experienced Associate Director – Medical Billing to manage operations and lead high-performing teams within our healthcare RCM...
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Associate director
3 weeks ago
Bangalore, India Acuity Knowledge Partners Full timePosition Title: Assistant Director/ Associate Director Experience Level: 10- 15 Years Location: Bengaluru/Gurugram/Pune Job Purpose Provide strategic vision and leadership for the Model Risk Management (MRM) team, ensuring robust model risk oversight and a best-in-class validation function across the organization. Oversee and execute comprehensive...
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Associate Director
1 day ago
bangalore, India Acuity Knowledge Partners Full timePosition Title: Assistant Director/ Associate Director Experience Level: 10- 15 Years Location: Bengaluru/Gurugram/Pune Job Purpose Provide strategic vision and leadership for the Model Risk Management (MRM) team, ensuring robust model risk oversight and a best-in-class validation function across the organization. Oversee and execute comprehensive model...
