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.

  • 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

    2 days 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...

  • Personal Assistant

    2 weeks ago


    Navi Mumbai, Maharashtra, India Milan Laboratories Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    JD For PA to Family OfficeJob Title: Personal Assistant Family OfficeJob Description:We are looking for a responsible and well-organized Personal Assistant to support the management and family office with administrative, financial, and personal coordination tasks. The ideal candidate should be discreet, detail-oriented, and capable of handling multiple...

  • 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 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 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...


  • 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 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...