Personal Finance Executive

4 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.

  • Personal Secretary

    2 weeks ago


    Mumbai, Maharashtra, India SBFC Finance Full time ₹ 45,000 - ₹ 65,000 per year

    Dear Candidate,Greetings from SBFC Ltd We have opening for the Personal SecretaryLocation - Andheri (JB Nagar)Salary - 20 to 25k in handRoles and ResponsibilitiesManage the personal schedule of a senior executive, ensuring efficient use of time and resources.Coordinate meetings, appointments, and travel arrangements to ensure timely execution.Prepare meeting...

  • Finance Executive

    17 hours ago


    Navi Mumbai, Maharashtra, India genius express clothing Full time ₹ 6,00,000 - ₹ 8,00,000 per year

    Job Description: Finance Executive / Sr. Finance ExecutiveLocation: PanvelDepartment: Finance & AccountsReporting To: CFO1. Banking & Relationship ManagementMaintain and update bank accounts (KYC updating, addition/deletion, modifications).Prepare and follow up with banks for certificates required for tenders, projects, and client submissions.Coordinate with...


  • Navi Mumbai, Maharashtra, India Verastar Solutions Private Limited Full time ₹ 3,00,000 - ₹ 3,60,000 per year

    Verastar Solutions is an IT Solution Provider to Corporates , SMB, Govt etc. We are looking for an experienced Accounts Executive on immediate basis.Location - Nerul, Navi MumbaiExperience - 5 years and aboveJob Responsibilities:Generation of invoices, Delivery challans, purchase orders, GST working, TDS, TCS, eway bills, E-invoicing, reconciliation of bank,...


  • Mumbai, Maharashtra, India Piramal Finance Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Description – Client Accounting & Loan OperationsThe role will be a part of the Piramal Real Estate financing (wholesale finance) team, helping manage the wholesale finance operations team. The real estate financing group specializes in providing equity/ mezzanine financing solutions/ construction finance to Indian real estate developers.Role...

  • Finance Controller

    4 days ago


    Mumbai, Maharashtra, India Nonagon Executive Research Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    About the RoleWe are scouting for AM/ DM in the Finance controller team.Some high level things you would own but not limited to:●       Financial Reporting: Prepare financial statements, reports, and presentations.●       Audit Coordination: Collaborate with internal and external auditors to facilitate audits and ensure timely resolution of...


  • Navi Mumbai, Maharashtra, India Specialityvalve Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionSpecialty Valves, established in 2013 in Coimbatore, India, is a leading manufacturer of high-quality industrial valves. Known for delivering customized valve designs and production to meet customer needs, Specialty Valves holds a strong reputation and expertise in the industry. With almost 10 years of experience, we offer top-class...


  • Mumbai, Maharashtra, India Network FP Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Role: Personal Finance Expert (Knowledge Management)Company: Network FP Knowledge Solutions Pvt. Ltd.Location: Mumbai (Hybrid) or Anywhere in India (Remote for non-Mumbai)Work Mode: Remote/WFH option for non-Mumbai candidatesExperience: 1–10 years in investments/insurance/banking/financeEducation: Graduate + NISM courses; bonus if QPFP/CFP/other...


  • Mumbai, Maharashtra, India Abans Finance Full time ₹ 6,00,000 - ₹ 8,00,000 per year

    Company Name Abans Group.Job Title: Personal Assistant (PA)Location: [Grant Road ]Job Summary:We are seeking a highly organized and proactive Personal Assistant to support [Executive/Manager Name or Title] with administrative tasks, time management, and daily operations. The ideal candidate is a detail-oriented professional with excellent communication and...


  • Navi Mumbai, Maharashtra, India Credicus Business Services Full time ₹ 1,80,000 - ₹ 2,40,000 per year

    Process:- Aditya Birla Finance For personal loan officerQualification: HSC PassRequirement-Good comms requiredSalary- Upto 16k in hand + Unlimited IncentivesUnlimited incentivesShift Timing: 9:30 AM 6:30 PMRotational OffExp both can applyQualification: Min HSCNeed immediate joiner.Work Location: Majiwada Thane (w Rounds of Interviews:-HR roundOperations...


  • Mumbai, Maharashtra, India ABS FINANCE Full time US$ 40,000 - US$ 80,000 per year

    Company DescriptionABS FINANCE is dedicated to providing consultancy services for both secure and unsecured loans, offering the best deals and solutions to our customers. Our mission is to assist clients in navigating the complexities of financial products to meet their specific needs. ABS FINANCE ensures personalized service to help clients achieve their...