2.0 - 6.0 years

0 Lacs

pune, all india

On-site

You are a meticulous and dependable Accounts Bookkeeper with experience in U.S. accounting processes. Your role at CFOLogic involves maintaining accurate financial records, managing reconciliations, supporting month-end closings, and ensuring compliance with U.S. GAAP and IRS regulations. **Roles and Responsibilities:** - Maintain and update the general ledger with daily financial transactions - Reconcile bank, credit card, and loan accounts monthly - Prepare and issue customer invoices and manage follow-ups - Monitor employee reimbursements and business expenses - Track fixed assets and calculate depreciation - Generate periodic reports including P&L, balance sheet, and cash flow statements...

Posted 1 month ago

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Playing Captain (Private Wealth) WOW Softech

10.0 - 20.0 years

35 - 70 Lacs

hyderabad, bengaluru, mumbai (all areas)

Work from Office

Role & responsibilities 1. Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions. 2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction. 3. Collaborate with product, research, and investment teams to offer holistic wealth management solutions. 4. Identify market opportunities and support regional business development initiatives. Preferred candidate profile 1.. Strong leadership capabilities with the ability to motivate and mentor a team. 2.Proven track record of managing HNW or UHNW client relationships. 3. In-depth knowledge of investment products, wealth pla...

Posted 2 months ago

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