Account Executive

Position Overview

Account Executive

Key Responsibilities

Personal & Business Finance Management

• Maintain day-to-day financial records for personal and business income/expenses.
• Track multiple revenue streams (salaries, dividends, trading income, consultancy, business proceeds, etc.).
• Manage payments, reimbursements, and settlements.

Taxation & Compliance

• Compute and prepare personal tax liabilities (advance tax, TDS, GST if applicable).
• Coordinate with external Chartered Accountants, tax advisors, and auditors.
• Maintain compliance with Indian taxation laws, FEMA, SEBI, and RBI regulations (where applicable).

Investment & Portfolio Tracking

• Maintain detailed records of investments across equity, debt, real estate, crypto/digital assets, and alternative investments.
• Prepare periodic portfolio performance reports.
• Track returns, cash flows, and maturity schedules.

Financial Planning & Reporting

• Create monthly/quarterly financial dashboards for income, expenses, savings, and investments.
• Provide actionable insights to optimize tax efficiency and cash flow management.
• Forecast upcoming liabilities and ensure funds are allocated accordingly.

Coordination & Liaison

• Act as a single point of contact for vendors, banks, brokers, wealth managers, PMS/AMC partners, and auditors.
• Assist with documentation for investments, loans, and other financial activities.
• Support in preparing financial documents for fundraising, M&A, or business deals.

Confidentiality & Administration

• Handle all financial data with the highest level of confidentiality.
• Maintain organized records (digital & physical).
• Support personal financial planning and family wealth management.

Qualifications & Skills

• Bachelor’s/Master’s in Commerce, Accounting, Finance, or related field.
• 3–7 years of experience in accounting/finance, preferably in personal wealth
• Strong understanding of Indian taxation (Direct & Indirect), FEMA, RBI regulations.
• Proficiency in Tally/Zoho Books/QuickBooks, MS Excel, and financial reporting tools.
• Experience in handling

  multiple income sources

  and complex financial structures.
• Excellent coordination and communication skills.
• High integrity, discretion, and ability to manage sensitive financial information.