1503 Pms Jobs - Page 18

Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Identifying & Empaneling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empaneling them as Independent Financial Distributors (IFD/ IFAs) Training new empaneled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) Training and driving IFDs to achieve sales of financial products on ongoing basis The person should have good understanding of client (IFDs) needs in Primary market products Acquiring new IFDs & advising them on primary market products Organising events to develop the Business of IFDs Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDs, IFAs & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services

Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the regional sales team to achieve the sales numbers through Partner Alliances - IFA, Franchisee, Remisier Channel. Engage and influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds . Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners Alliances - Franchisees & IFAs Recruit potential new IFAs and Franchisees. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. Ensure highest servicing standard for IFAs and Franchisees in the areas of sales support, query resolution, product training and client seminars Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Keywords:- 8+ Years in sales of Equity Broking & investment products (Mutual Funds, PMS) through IFA & Franchisee channel. Team handling experience: Needed Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Achieve given AUM and Revenue targets Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through Partner Alliances- IFA, Franchisee, Remisier Channel. Engage with Partner Alliances - IFA, Franchisee, Remisier Channel, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Direct Equity and Bonds. Conduct seminars for the Franchisees and their clients on different products. Maintain relationships with the existing network of Partners - Franchisees, IFAs. Maintain relationships with the existing network of Partners Allainces - IFAs, Remisiers and Franchisees. Recruit potential new Franchisees and IFAs. Manage, recruit and drive the regional sales team for meeting efforts and performance targets. Ensure highest servicing standard for Franchisees & IFAs in the areas of sales support, query resolution, product training and client seminars Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Bond, Fixed Deposit etc with the help of products & training team.

1) Identifying & Empanelling CAs, Ex-Bankers, Ex-Wealth Advisors, Insurance agents and Finance professionals and empanelling them as Independent Financial Distributors (IFD/ IFAs) 2) Training new empanelled IFDs to effectively use digital platform and Mobile app for providing Knowledge on Primary Market Products (like MF, NFOs, IPOs, NCDs, Capital Markets products, Bonds and Corporate Fixed Deposits, etc.) 3) Training and driving IFDs to achieve sales of financial products on ongoing basis 4) The person should have good understanding of client (IFDs) needs in Primary market products 5) Acquiring new IFDs & advising them on primary market products 6) Organising events to develop the Business of IFDs Experience in Recruiting & Handling IFDs, IFA, Franchisee, Knowledge of Equity/ Stocks/ Shares, Knowledge of Investments products - Mutual Funds, PMS, Stock Broking, Corporate FD, Portfolio Management Services Minimum 2 +Years in sales of investment products (Mutual Funds, PMS, Broking) through IFDm IFA & Franchisee channel. Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel

Handle a team of Key Account Managers (KAMs), Equity RMs Partner Alliances. Train, Motivate & get productivity from the team. Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners (APs & DGs) & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products (like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit) with the help of products & training team. Ensure best services to partners. Help distributors on joint calls. Organise seminar/webinar for the partners of his/her cluster.

Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking/financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Manage the customer transition with utmost sensitivity. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Experience - Should have 5 To 8 Yrs of job experience working with Bank / NBFC / Stock broking firms as a Relationship Manager- Pioneer /Burgundy /Priority/ Insignia/ Wealth Management/ Pvt Banker . Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments. Should have experience of field sales & client interaction. Great communication with knowledge of local language.

Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. Ensuring the highest level of service to the clients. Responsible for activation of trading account of clients Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. Responsible for Handling HNI Clients Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Making confirmation of orders and trades done during the day to clients. Acquiring new clients through existing clients referrals. Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. Responsible for collecting margins/ market-to-market loss. Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Minimum 3 year - In a Equity Stock Broking Firms

Trading Dealing in Equities Shares/Stocks on behalf of clients with 0% dealing error. Achieving the Business target assigned in Terms of - generating revenue, acquiringclients, enhancing, & upgrading the client relationship. Profiling Clients & Suggesting financial products (Equity) to meet customer needsas per their risk appetite. Ensuring the highest level of service to the clients. Responsible for activation of trading account of clients Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. Responsible for Handling HNI Clients Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Making confirmation of orders and trades done during the day to clients. Acquiring new clients through existing clients referrals. Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. Responsible for collecting margins/ market-to-market loss. Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Minimum 3 year - In a Equity Stock Broking Firms

Would be responsible for Acquiring & Managing High Net Worth (HNI) UHNI Relationships Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from HNI UHNI clients. Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Would be responsible for Acquiring & Managing High Net Worth (HNI) / UHNI Relationships Would be responsible for generating revenues out of Equity Broking, MF, PMS, AIF Would establish strong ties with HNIs/ UHNIs by Designing & Implementing their Financial Plans; and ensuring that they get the right advice Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book Maintaining client relationships and generate AUM from HNI / UHNI clients Advising HNI/ UHNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios To coordinate with product and research team for taking investment decision for the clients To conduct and assist in organizing seminars, workshops and other business development activities Candidate Profile An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management.

Position - Relationship Manager Acquisition - Demat cum Trading Accounts , Equity Broking The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

Position - Relationship Manager Acquisition - Demat cum Trading Accounts , Equity Broking The candidate will carry a target of Acquisition of Demat & Trading accounts , with at least Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.

Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. Ensuring the highest level of service to the clients. Responsible for activation of trading account of clients Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Making confirmation of orders and trades done during the day to clients. Acquiring new clients through existing clients referrals. Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. Responsible for collecting margins/ market-to-market loss. Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines.

Trading / Dealing in Equities / Shares/Stocks on behalf of clients with 0% dealing error. Achieving the Business target assigned in Terms of - generating revenue, acquiring clients, enhancing, & upgrading the client relationship. Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. Ensuring the highest level of service to the clients. Responsible for activation of trading account of clients Responsible for cross selling products like Insurance, Mutual Fund, PMS, SIPs, IPOs. Responsible for Handling HNI Clients8) Coordinating with clients for their daily trades in Equity. Help customers to Execute trade online and place orders on behalf of customers. Making confirmation of orders and trades done during the day to clients. Acquiring new clients through existing clients referrals. Keep abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements. Responsible for collecting margins/ market-to-market loss. Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines.

Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 Candidates with Portfolio handling experience Location : Whitefield Bangalore To manage Burgundy clients Portfolio, wealth management, investment, well versed in Mutual fund, PMS, insurance etc., Need experience in handling large customer base Excellent communication in English + local language Kannda must About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email: Work within the RM Hub to cater the service needs of Burgundy Customers. The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped Burgundyportfolio. The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services. Client Outreach - Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products. Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services. Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. relevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits

Designation: Team Leader/ Vertical Manager Roles and Responsibilities: Lead and manage a team of advisory and dealing professionals. Build a strong team through referrals and internal hiring, fostering a culture of collaboration and high performance. Execute trades on behalf of clients, aligning with their investment strategies and preferences. Provide expert advisory services, emphasizing Assets Under Management (AUM) product penetration to enhance client portfolios. Actively promote and cross-sell third-party investment products, including Insurance, Mutual Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment Advisory Services (IAP). Acquire new clients while maintaining and strengthening relationships with existing clients. Conduct client meetings to review portfolio performance, provide investment recommendations, and ensure continuous engagement. Preferred Candidate Profile: Educational Qualification: Postgraduate degree required. Experience: 8-9 years of overall experience, with at least 3 years in a team leadership role. Minimum 6 months of equity dealing experience with an Indian broking firm. Hands-on experience in broking with a strong understanding of financial products and market trends. Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients. Certification: NISM Series VIII certification is mandatory Strong expertise in client acquisition, retention strategies, and sales target achievement. Prior experience in the broking industry is a must

Manage HR and Admin operations Coordinate with Finance, Sales, Marketing and Site teams Manage Company policies Oversee project execution and Team performance Need to travel to site locations on requirement Required Candidate profile Minimum 3 years in a GM position or similar post Industry preferred Infrastructure

Relationship Management : - Managing the banking and investments relationship ofT clients and responsible for overall growth of Liabilities & Investment business from HNI segment - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. - Identify current and potential relationship with additional revenue potential and grow business - Generating Incremental Business - Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. - Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships - Increase CASA balance in allocated portfolio either through Deepening or Acquisition - Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: - Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values - Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory: - Financial Planning and Investment Advisory to HNI clients - Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit: - Ensure all sales activity is recorded online as per the organizational process - Capture and maximize the business opportunity through detailed client profiling as per organizational process Role & responsibilities Preferred candidate profile

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF Preferred candidate profile - PMS sales /AIF sales Interested one can send their updated resume at- Priya@avaniconsulting.comWhat's app and call - 9572355460

HR Trainee Software Implementation Support Department: Human Resources Experience: 1 Year Education: Bachelor of Computer Applications (BCA) or equivalent Job Summary: We are seeking a dynamic HR Executive with a background in Computer Applications to support the implementation, customization, and maintenance of HR software systems. The ideal candidate should have a basic understanding of HR processes . Key Responsibilities: Assist in the implementation and configuration of HR software (e.g., payroll systems, attendance management, recruitment portals, PMS etc.) Support HR team in onboarding new tools and ensuring smooth adoption Coordinate with vendors for any customization or technical issues Conduct training sessions for HR users and employees on newly implemented software tools Perform testing and quality checks before software deployment Maintain documentation of system configuration, user manuals, and troubleshooting guides Generate reports and dashboards as per HR requirements Skills Required: Basic understanding of HR processes (recruitment, payroll, attendance, PMS etc.) Technical knowledge of software systems, basic troubleshooting, or database handling Good communication and coordination skills Ability to work with cross-functional teams Strong analytical and problem-solving skills Familiarity with MS Excel, HRMS platforms. Location: Yelahanka New Town, Bangalore.

Arihant Capital Markets Ltd. is looking for Wealth Manager to join our dynamic team and embark on a rewarding career journey Delegating responsibilities and supervising business operations Hiring, training, motivating and coaching employees as they provide attentive, efficient service to customers, assessing employee performance and providing helpful feedback and training opportunities. Resolving conflicts or complaints from customers and employees. Monitoring store activity and ensuring it is properly provisioned and staffed. Analyzing information and processes and developing more effective or efficient processes and strategies. Establishing and achieving business and profit objectives. Maintaining a clean, tidy business, ensuring that signage and displays are attractive. Generating reports and presenting information to upper-level managers or other parties. Ensuring staff members follow company policies and procedures. Other duties to ensure the overall health and success of the business.

Wealth relationship Manager Bangalore Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits

Job Title: Senior Finance / Accounts Manager - Single Family Office Location: Bangalore, India Reporting To: CIO/Family Office Head Type: Full-time | On-site Experience: 3-5 years Qualifications CA Inter / MBA/ M.Com / B.Com • 3-5 years of experience in accounting, taxation, and compliance Hands-on with Tally ERP, GST, TDS, banking, and payment processing About the Family Office We are a privately managed Single Family Office overseeing a diversified portfolio that includes rental-yielding real estate, Direct Equities, Mutual Funds, PMS, AIFs, Bonds, REITs/InvITs, and Global Investments. Role Overview We are seeking a dependable and detail-oriented Senior Finance & Accounts Manager to manage day-to-day accounting, tax compliance, vendor payments, and investment documentation. The role requires ownership of books across entities, ensuring all financial and compliance activities are accurate, timely, and well-documented. Key Responsibilities Accounting & Bookkeeping (Tally ERP) Maintain books of accounts for Pvt Ltd companies and family members using Tally ERP • Record all income, expenses, inter-entity transfers, and investment transactions accurately. Handle monthly bank, credit card, and inter-company reconciliations • Prepare trial balances, P&L, and Balance Sheets for internal review Tax & Statutory Compliance File monthly GST returns and manage GSTR-1 and GSTR-3B • Handle quarterly TDS filing • Track and pay advance taxes, support annual ITR coordination • Liaise with external CA firms for audits and tax filings • Coordinate with Company Secretary for ROC filings and statutory records Payments & Expense Management Process vendor and service provider payments through online banking/offline channels Maintain expense tracker for recurring bills and subscriptions Ensure all disbursements are supported by proper invoices and approval trails Investment Documentation & Onboarding Manage KYC, onboarding, and documentation for new investments in: Mutual Funds, PMS, AIFs, Equities, ETFs, Bonds Coordinate with fund managers, brokers, and platforms for: o Account opening forms, FATCA, CRS, POAs, nominee forms Maintain signed agreements, statements, and onboarding packs Ensure timely submission of LRS-related documents like Form A2 and 15CA/CB (with CA support) Administrative Support & Record Keeping Maintain both digital and physical documentation for all entities Coordinate with the investment analyst or CIO for updates to Asset Vantage • Ensure audit readiness through organized, up-to-date records Candidate Profile Qualifications CA Inter / MBA/ M.Com / B.Com • 3-5 years of experience in accounting, taxation, and compliance Hands-on with Tally ERP, GST, TDS, banking, and payment processing Preferred Experience Exposure to investment operations, HNI/family office environment Familiarity with onboarding processes for MFs, PMS, AIFs, equity, demat accounts • Working knowledge of Asset Vantage, Excel, and document management tools Key Attributes • Trustworthy and discreet handling sensitive financial data • Detail-oriented with strong follow-through Good communicator able to coordinate with CA firms, wealth managers, and internal team • Independent, proactive, and able to manage multiple priorities What We Offer • Opportunity to work in a lean, professional, and long-term family office setup • Diverse exposure to financial and investment operations Collaboration with experienced CIO and external advisors Competitive salary with performance-linked bonus Sowmya Samvith Technologies 9844188855

Responsibilities: * Manage $10 million+ portfolio of high net worth clients * Collaborate with investment teams on mutual fund & AIF strategies * Provide exceptional client service through regular meetings & reporting Health insurance