Accounts & Banking Operations Executive HSR, Bangalore Reporting To - Senior Relationship Manager About the Role We are seeking a detail-oriented and proactive Accounts & Banking Operations Executive to join our Multi-Family Office team. This role is crucial in ensuring smooth coordination of banking operations, managing client documentation, and maintaining up-to-date records of cash flows for key high-net-worth families. Key Responsibilities · Maintain and track daily cash flow statements across multiple bank accounts for designated clients · Coordinate with banks for operational activities including fund transfers, account openings, KYC updates, and other service requests · Ensure timely documentation, scanning, and physical file management of banking and investment-related paperwork · Liaise with clients and internal teams to handle service requests, document submissions, and banking compliance requirements · Follow up on inward/outward remittances, standing instructions, and scheduled payments · Prepare MIS reports and summary dashboards for internal review and client reporting · Provide end-to-end support in managing operational activities for high-value transactions and sensitive client requirements · Coordinate with custodians, bankers, legal advisors, and investment teams as needed for execution of instructions Required Qualifications & Skills · Minimum qualification: B.Com (Bachelor of Commerce) · 2+ years of relevant experience in accounting, banking operations, or finance back-office · Strong verbal and written communication skills in Hindi and English · Proficiency in MS Excel and experience handling digital banking portals · High level of integrity, confidentiality, and attention to detail · Ability to multitask and manage timelines effectively in a client-centric environment Preferred Attributes · Experience working with wealth management firms, family offices, or private banking clients is a plus · Comfortable working with high-net-worth individuals and managing sensitive data · Understanding of basic accounting and financial documentation Compensation As per industry standards and based on experience. Candidate will have to come to the office everyday Mon-Fri Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹40,000.00 per month Benefits: Food provided Health insurance Paid sick time Schedule: Day shift Morning shift Supplemental Pay: Yearly bonus Application Question(s): What is your current salary? Can you join immediately? Education: Bachelor's (Required) Experience: Accounting: 2 years (Required) Bookkeeping: 2 years (Required) Tally: 2 years (Required) Bank reconciliation: 2 years (Required) Microsoft Excel: 2 years (Required) Language: Hindi (Required) Location: Bangalore, Karnataka (Required) Work Location: In person
Sr. Accounts & Banking Operations Executive HSR, Bangalore Reporting To - Senior Relationship Manager About the Role We are seeking a detail-oriented and proactive Accounts & Banking Operations Executive to join our Multi-Family Office team. This role is crucial in ensuring smooth coordination of banking operations, managing client documentation, and maintaining up-to-date records of cash flows for key high-net-worth families. Key Responsibilities · Maintain and track daily cash flow statements across multiple bank accounts for designated clients · Coordinate with banks for operational activities including fund transfers, account openings, KYC updates, and other service requests · Ensure timely documentation, scanning, and physical file management of banking and investment-related paperwork · Liaise with clients and internal teams to handle service requests, document submissions, and banking compliance requirements · Follow up on inward/outward remittances, standing instructions, and scheduled payments · Prepare MIS reports and summary dashboards for internal review and client reporting · Provide end-to-end support in managing operational activities for high-value transactions and sensitive client requirements · Coordinate with custodians, bankers, legal advisors, and investment teams as needed for execution of instructions Required Qualifications & Skills · Minimum qualification: B.Com (Bachelor of Commerce) · 2+ years of relevant experience in accounting, banking operations, or finance back-office · Strong verbal and written communication skills in Hindi and English · Proficiency in MS Excel and experience handling digital banking portals · High level of integrity, confidentiality, and attention to detail · Ability to multitask and manage timelines effectively in a client-centric environment Preferred Attributes · Experience working with wealth management firms, family offices, or private banking clients is a plus · Comfortable working with high-net-worth individuals and managing sensitive data · Understanding of basic accounting and financial documentation Compensation As per industry standards and based on experience. Candidate will have to come to the office everyday Mon-Fri Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹45,000.00 per month Benefits: Food provided Health insurance Paid sick time Schedule: Day shift Morning shift Supplemental Pay: Yearly bonus Application Question(s): What is your current salary? Can you join immediately? Education: Bachelor's (Required) Experience: Accounting: 2 years (Required) Bookkeeping: 2 years (Required) Tally: 2 years (Required) Bank reconciliation: 2 years (Required) Microsoft Excel: 2 years (Required) Language: Hindi (Required) Location: Bangalore, Karnataka (Required) Work Location: In person
Accounts & Banking Operations Executive HSR, Bangalore Reporting To - Senior Relationship Manager About the Role We are seeking a detail-oriented and proactive Accounts & Banking Operations Executive to join our Multi-Family Office team. This role is crucial in ensuring smooth coordination of banking operations, managing client documentation, and maintaining up-to-date records of cash flows for key high-net-worth families. Key Responsibilities · Maintain and track daily cash flow statements across multiple bank accounts for designated clients · Coordinate with banks for operational activities including fund transfers, account openings, KYC updates, and other service requests · Ensure timely documentation, scanning, and physical file management of banking and investment-related paperwork · Liaise with clients and internal teams to handle service requests, document submissions, and banking compliance requirements · Follow up on inward/outward remittances, standing instructions, and scheduled payments · Prepare MIS reports and summary dashboards for internal review and client reporting · Provide end-to-end support in managing operational activities for high-value transactions and sensitive client requirements · Coordinate with custodians, bankers, legal advisors, and investment teams as needed for execution of instructions Required Qualifications & Skills · Minimum qualification: B.Com (Bachelor of Commerce) · 2+ years of relevant experience in accounting, banking operations, or finance back-office · Strong verbal and written communication skills in Hindi and English · Proficiency in MS Excel and experience handling digital banking portals · High level of integrity, confidentiality, and attention to detail · Ability to multitask and manage timelines effectively in a client-centric environment Preferred Attributes · Experience working with wealth management firms, family offices, or private banking clients is a plus · Comfortable working with high-net-worth individuals and managing sensitive data · Understanding of basic accounting and financial documentation Compensation As per industry standards and based on experience. Candidate will have to come to the office everyday Mon-Fri Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹45,000.00 per month Benefits: Food provided Health insurance Paid sick time Schedule: Day shift Morning shift Supplemental Pay: Yearly bonus Work Location: In person
Finance Operations Associate – Family Office HSR, Bangalore Reporting To - Senior Relationship Manager About the Role We are seeking a detail-oriented and proactive Accounts & Banking Operations Executive to join our Multi-Family Office team. This role is crucial in ensuring smooth coordination of banking operations, managing client documentation, and maintaining up-to-date records of cash flows for key high-net-worth families. Key Responsibilities · Maintain and track daily cash flow statements across multiple bank accounts for designated clients · Coordinate with banks for operational activities including fund transfers, account openings, KYC updates, and other service requests · Ensure timely documentation, scanning, and physical file management of banking and investment-related paperwork · Liaise with clients and internal teams to handle service requests, document submissions, and banking compliance requirements · Follow up on inward/outward remittances, standing instructions, and scheduled payments · Prepare MIS reports and summary dashboards for internal review and client reporting · Provide end-to-end support in managing operational activities for high-value transactions and sensitive client requirements · Coordinate with custodians, bankers, legal advisors, and investment teams as needed for execution of instructions Required Qualifications & Skills · Minimum qualification: B.Com (Bachelor of Commerce) · 2+ years of relevant experience in accounting, banking operations, or finance back-office · Strong verbal and written communication skills in Hindi and English · Proficiency in MS Excel and experience handling digital banking portals · High level of integrity, confidentiality, and attention to detail · Ability to multitask and manage timelines effectively in a client-centric environment Preferred Attributes · Experience working with wealth management firms, family offices, or private banking clients is a plus · Comfortable working with high-net-worth individuals and managing sensitive data · Understanding of basic accounting and financial documentation Compensation As per industry standards and based on experience. Candidate will have to come to the office everyday Mon-Fri Job Types: Full-time, Permanent Pay: ₹25,000.00 - ₹45,000.00 per month Benefits: Food provided Health insurance Schedule: Day shift Supplemental Pay: Yearly bonus
Job Title: Office Assistant Location: HSR Layout, Bangalore. Salary: ₹25,000 – ₹30,000 per month Experience: 3 – 5 years Employment Type: Full-time (Immediate joiners preferred) About the Role We are seeking a dependable and motivated Office Assistant to manage administrative support and external assignments. The role demands high mobility, with around 80% travel for real estate and registration office-related tasks, along with day-to-day office assistance. Key Responsibilities Handle routine office administrative tasks, filing, and documentation. Manage external responsibilities such as real estate and registration office work. Travel extensively (around 80% of work) for errands, follow-ups, and official assignments. Ensure smooth coordination between office operations and field activities. Support management and staff with required administrative assistance. Requirements Bachelor’s degree (mandatory). 3–5 years of relevant work experience in office assistance/administrative support. Proficiency in Tamil, Kannada, and English (reading, writing, and speaking). Must own a two-wheeler with a valid license. Strong organizational and communication skills. High level of responsibility, integrity, and willingness to travel extensively. Immediate joiners are highly preferred. Benefits Competitive salary package of ₹25,000 – ₹30,000 per month. Medical insurance coverage. Petrol allowances for official travel. Additional benefits as per company policy. Supportive and positive work culture. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹30,000.00 per month Benefits: Health insurance Education: Diploma (Preferred) Experience: Office Assistant: 3 years (Required) Administrative Support Role: 3 years (Required) Language: Kannada (Required) English (Required) Tamil (Required) Location: HSR Layout, Bengaluru, Karnataka (Required) Willingness to travel: 100% (Required) Work Location: In person