Role & responsibilities Develop, maintain, and enhance Excel-based financial and operational models Perform in-depth data analysis and reporting related to mutual fund performance and distributor operations Support the team in building interactive dashboards, charts, and summaries Automate recurring tasks and reporting processes using Excel macros, VBA, or other tools Ensure accuracy, consistency, and completeness in data inputs and outputs Work closely with internal stakeholders to optimize data models and processes Participate in client communication and support, delivering insights and updates clearly and professionally Preferred candidate profile Candidate from any field can apply, preferably someone who knows basics of investment product mainly Mutual Fund Minimum 3 years of professional experience in a financial analytics or mutual fund-related role Advanced proficiency in Microsoft Excel (formulas, pivot tables, charts, dashboards, macros, VBA preferred) Excellent analytical and problem-solving skills with an eye for detail Strong customer interaction and communication skills both verbal and written Ability to work independently and collaboratively in a fast-paced environment Basic to strong understanding of mutual funds and other investment products, and financial terminology
Role & responsibilities NOTE: No Sales Involved Act as the primary point of contact for our clients, ensuring seamless service and relationship continuity. Understand client needs and coordinate across financial products, tax planning, and estate planning solutions. Conduct regular portfolio reviews, provide insights, and ensure alignment with client objectives. Manage client documentation, compliance, and reporting requirements with accuracy and confidentiality. Liaise with internal teams to deliver integrated wealth management services. Maintain high standards of client satisfaction through proactive communication and problem resolution. Knowledge in Personal Taxation is added advantage, Preferred candidate profile Minimum 5 years of experience in Client Management in Financial Services Industry Preferred Candidates: People who worked in AMCs, Banks, and in any Financial Product Distribution Company Qualification: Graduate Eager to update themselves with new products and regulation Proficient in Microsoft Excel
Lead tax mgt & advisory for individual clients, focusing on personal taxation Guide on income tax planning & compliance Mentor the team members. Advance Tax related compliance fulfilment ITR preparation and filing Handle taxation related queries Required Candidate profile Minimum 5 years of experience in personal tax Knowledge of Indian income tax law Able to handle complex tax scenarios Excellent analytical & problem-solving skills Excel and Winman knowledge is a must
(NO SALES) • Execute equity and derivative trades on behalf of clients • Monitor market movements • Maintain client trade records and transactions • Assist in daily trade reconciliations and reporting • Multiple Internal Projects as per requirement Required Candidate profile We are looking for candidates who have cleared NISM VIII - Equity Derivatives Examination and also who are keen in stock trading. And we are looking from long-term perspective, and work from office.