Personal Finance Executive

5 days ago

Navi Mumbai, Maharashtra, India Gfg Corporate Services Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Title: Personal Finance Executive

Location: Vashi, Navi Mumbai

Experience Required: years

Qualification: B.Com / M.Com / CA (Inter) / MBA (Finance) or equivalent

Job Summary

We are looking for a proactive and self-driven Personal Finance & Investment Strategist to manage the end-to-end financial portfolio of the promoter and family office. The ideal candidate must have strong expertise in personal finance, taxation, investment strategy, and property management with a high degree of confidentiality and independence.

Key Responsibilities

  • Manage individual and family accounts including income, investments, taxation, and documentation.
  • Handle the promoters investment portfolio equities, mutual funds, fixed deposits, bonds, debentures, REITs, etc.
  • Assist in property transactions, capital gains compliance, and coordination with legal/valuation experts.
  • Conduct financial analysis and provide investment strategies & risk management advice.
  • Manage NRI banking & taxation compliance and proactively learn US taxation frameworks.
  • Prepare P&L statements and financial reports on monthly/quarterly basis.
  • Liaise with bankers, brokers, wealth managers, and consultants for financial planning.
  • Maintain records in Tally ERP (mandatory) and SAP (preferred).
  • Ensure strict confidentiality of all financial and personal data.

Desired Skills & Competencies

  • Strong knowledge of investment products, taxation & financial compliance.
  • Proficiency in Tally ERP (mandatory), exposure to SAP preferred.
  • Ability to work independently with minimal supervision.
  • Excellent stakeholder management with banks, builders, consultants, and advisors.
  • High adaptability, learning agility, and problem-solving mindset.

Perks & Benefits

  • Exposure to managing HNIs / Family Office portfolio.
  • Opportunity to learn global taxation and financial systems.
  • Direct engagement with promoters and senior leadership.

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