Account Executive

3 days ago

Gurgaon, Haryana, India Khazana Associates Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Company Description

Khazana Associates addresses critical financial and legal issues for individuals and organizations. With a success-driven approach, we provide services such as investment solutions, legal support, tax consultancy, estate planning, and stock trading. Our core services aim at financial independence, robust portfolio growth, and personalized legal counsel for asset protection. Based in Gurugram, we are committed to empowering clients on their journey to financial security and success.

Role Description

This is a full-time, on-site role located in Gurugram for an Account Executive. The Account Executive will be responsible for managing client accounts, providing financial and legal advice, and developing client relationships. Daily tasks include creating and implementing investment strategies, assisting with legal documentation, and providing tax consultancy. The role also involves estate planning support and facilitating stock trading activities. Attention to detail, strong communication skills, and the ability to work collaboratively are essential.

Qualifications

  • Experience in Financial Planning, Wealth Management, and Investment Solutions
  • Skills in Legal Support, Will Drafting, and Legal Documentation
  • Proficiency in Tax Consultancy and Accounting Services
  • Knowledge of Estate Planning and Asset Protection
  • Expertise in Stock Trading and Market Analysis
  • Strong written and verbal communication skills
  • Ability to work effectively on-site and handle client interactions
  • Relevant degree in Finance, Law, or related field

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