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Oversee day-to-day accounting of investment portfolios, including debt, equity, mutual funds, and alternative investments.
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Ensure accurate and timely recording of all investment transactions as per relevant Indian accounting standards and regulatory frameworks (e. g. , IRDAI, SEBI, RBI).
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Monitor compliance with investment limits and guidelines.
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Manage the end-to-end process of tax computation, filing, and compliance for investment-related activities.
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Stay updated with changes in Indian tax laws and their impact on the business.
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Lead and coordinate statutory, internal, and tax audits related to investments.
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Prepare and review audit schedules, support documentation, and responses to audit queries.
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Ensure adherence to financial controls, internal policies, and statutory requirements.
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Lead, mentor, and manage a team of finance professionals.
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Foster a culture of accountability, transparency, and continuous improvement.
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Ability to lead team of chartered accountants/semi chartered accountants
You may be assessed on key essential skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based out of Pune.
Purpose of the role
To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.
Accountabilities
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Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
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Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
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Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
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Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
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Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
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Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
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Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.
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Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness.
