Account Executive

2 weeks ago

Mumbai, Maharashtra, India 9Point Capital Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Position Overview

We are seeking a Account Executive to manage the financial affairs of a high-profile entrepreneur with diverse business interests across finance, technology, cybersecurity, blockchain, and rural commerce. The role involves end-to-end financial management—including personal accounts, multiple income streams, investments, taxation, and reporting—while ensuring confidentiality and accuracy at all times.

Key Responsibilities

Personal & Business Finance Management

  • Maintain day-to-day financial records for personal and business income/expenses.
  • Track multiple revenue streams (salaries, dividends, trading income, consultancy, business proceeds, etc.).
  • Manage payments, reimbursements, and settlements.

Taxation & Compliance

  • Compute and prepare personal tax liabilities (advance tax, TDS, GST if applicable).
  • Coordinate with external Chartered Accountants, tax advisors, and auditors.
  • Maintain compliance with Indian taxation laws, FEMA, SEBI, and RBI regulations (where applicable).

Investment & Portfolio Tracking

  • Maintain detailed records of investments across equity, debt, real estate, crypto/digital assets, and alternative investments.
  • Prepare periodic portfolio performance reports.
  • Track returns, cash flows, and maturity schedules.

Financial Planning & Reporting

  • Create monthly/quarterly financial dashboards for income, expenses, savings, and investments.
  • Provide actionable insights to optimize tax efficiency and cash flow management.
  • Forecast upcoming liabilities and ensure funds are allocated accordingly.

Coordination & Liaison

  • Act as a single point of contact for vendors, banks, brokers, wealth managers, PMS/AMC partners, and auditors.
  • Assist with documentation for investments, loans, and other financial activities.
  • Support in preparing financial documents for fundraising, M&A, or business deals.

Confidentiality & Administration

  • Handle all financial data with the highest level of confidentiality.
  • Maintain organized records (digital & physical).
  • Support personal financial planning and family wealth management.

Qualifications & Skills

  • Bachelor's/Master's in Commerce, Accounting, Finance, or related field.
  • 3–7 years of experience in accounting/finance, preferably in personal wealth
  • Strong understanding of Indian taxation (Direct & Indirect), FEMA, RBI regulations.
  • Proficiency in Tally/Zoho Books/QuickBooks, MS Excel, and financial reporting tools.
  • Experience in handling multiple income sources and complex financial structures.
  • Excellent coordination and communication skills.
  • High integrity, discretion, and ability to manage sensitive financial information.

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