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Gfg Corporate Services
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Personal Finance Executive

Personal Finance Executive

Gfg Corporate Services

8 - 10 years

12 - 15 Lacs

navi mumbai

Posted:3 days ago| Platform:

Apply

Skills Required

nri banking mutual funds tally erp us tax investment portfolio investment advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title:

Location:

Experience Required:

Qualification:

Job Summary

Personal Finance & Investment Strategist

Key Responsibilities

Manage individual and family accounts including income, investments, taxation, and documentation.
Handle the promoters
investment portfolio
equities, mutual funds, fixed deposits, bonds, debentures, REITs, etc.
Assist in
property transactions, capital gains compliance
, and coordination with legal/valuation experts.
Conduct financial analysis and provide
investment strategies & risk management
advice.
Manage
NRI banking & taxation
compliance and proactively learn
US taxation frameworks
.
Prepare
P&L statements
and financial reports on monthly/quarterly basis.
Liaise with bankers, brokers, wealth managers, and consultants for financial planning.
Maintain records in
Tally ERP (mandatory)
and SAP (preferred).
Ensure strict confidentiality of all financial and personal data.

Desired Skills & Competencies

Strong knowledge of
investment products, taxation & financial compliance
.
Proficiency in
Tally ERP
(mandatory), exposure to SAP preferred.
Ability to work independently with minimal supervision.
Excellent stakeholder management with banks, builders, consultants, and advisors.
High adaptability, learning agility, and problem-solving mindset.

Perks & Benefits

Exposure to managing
HNIs / Family Office portfolio
.
Opportunity to learn
global taxation and financial systems
.
Direct engagement with promoters and senior leadership.

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