
Personal Finance Executive
4 days ago
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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