At Right Horizons, we value every individual and trust them to do the best for our clients. We support our people with well-designed products and knowledge resources, enabling them to understand and satisfy customer requirements better. In short, our vision extends to you and your career path, and we believe in growing together. About the Role We are seeking a proactive and highly organised Executive Assistant to support our CEO and senior leadership team. This role demands a high level of professionalism, discretion, and attention to detail. The ideal candidate will help ensure the smooth functioning of the executive office through effective scheduling, communication, and coordination. Key Responsibilities Manage and maintain the CEO s and Director s calendar, appointments, and daily schedule. Be prompt in the updates during reschedules. Prepare materials for meetings including meeting room readiness, briefing notes, and Minutes of Meeting (MoM). Handle travel arrangements and logistics flight bookings, accommodation, Itineraries, and expense tracking. Be prompt in setting up external appointments, communication with the EA of other corporate offices and customers, including email correspondence, follow-ups, and stakeholder coordination. Organise and maintain document flow and confidential records. Coordinate internal and external meetings and ensure timely preparation and follow-up on action points. Provide administrative and clerical support to the CEO and senior team as required. Bachelor s degree in any discipline, training on EA preferred. 0 3 years of relevant experience; freshers with strong communication and coordination skills are welcome to apply. Proficiency in MS Office Suite (PowerPoint, Word, Excel, Outlook). Excellent written and verbal communication skills. Strong time management, multitasking, and organisational abilities. High level of discretion, professionalism, and confidentiality. A solution-oriented mindset with a positive attitude and eagerness to learn. Please be vigilant and avoid responding to unsolicited emails, messages, or phone calls claiming to be from Right Horizons. We will never request sensitive information such as passwords, account details, or financial information via unsecured channels. Furthermore, please note that we do not distribute investment and advisory audio and video clips through unsolicited means. Any communication regarding such content will always be done through secure and verified channels.
At Right Horizons, we value every individual and trust them to do the best for our clients. We support our people with well-designed products and knowledge resources, enabling them to understand and satisfy customer requirements better. In short, our vision extends to you and your career path, and we believe in growing together. About the Role Are you a recent graduate from a top-tier institution with a passion for finance and client interactionJoin Right Horizons as a Relationship Manager Wealth Management, where you ll build a rewarding career by helping clients achieve their financial goals. In this role, you ll learn how to deliver tailored investment solutions, manage client portfolios, and contribute to business growth, all while developing under the mentorship of senior wealth professionals. Key Responsibilities Assist in acquiring and onboarding new HNI (High Net Worth Individual) clients. Support in understanding client goals and help recommend suitable financial solutions. Build long-term relationships with clients through consistent communication and trust. Help track, manage, and report on client investment portfolios. Coordinate with the investment team to stay updated on market movements and strategies. Learn and assist in ensuring compliance with SEBI, RBI, and AMFI regulations. Shadow senior team members to understand wealth structuring and portfolio management. Must-Have Skills & Experience Strong academic background from a reputed institute (Commerce, Finance, Economics, Business). Excellent communication and interpersonal skills. A passion for financial planning, investment advisory, and relationship management. Willingness to learn and grow in a performance-driven environment. High personal discipline and integrity; a good understanding of personal finance is a plus. Graduate or Postgraduate in Finance, Economics, Management, or related field. Please be vigilant and avoid responding to unsolicited emails, messages, or phone calls claiming to be from Right Horizons. We will never request sensitive information such as passwords, account details, or financial information via unsecured channels. Furthermore, please note that we do not distribute investment and advisory audio and video clips through unsolicited means. Any communication regarding such content will always be done through secure and verified channels.
We are looking for a skilled Zoho Developer / Implementor to design, develop, and implement Zoho applications across our business functions. The ideal candidate will have expertise in Zoho Creator, Zoho CRM, Zoho Books, Zoho People, and other Zoho One applications, along with experience in automation, customisation, and API integrations. Key Responsibilities Zoho Application Development Implementation Customise, configure, and implement Zoho CRM, Zoho Creator, Zoho Books, Zoho People, and other Zoho apps. Develop and automate workflows, functions, and custom scripts using Deluge scripting. Create reports, dashboards, and analytics for business insights. Automation Integration Automate business processes using Zoho Flow, Zoho Analytics, and Zoho Orchestly. Integrate Zoho apps with third-party tools via APIs, webhooks, and Zoho Marketplace integrations. Troubleshoot integration issues and optimise system performance. Customization Support Develop custom modules and fields to tailor Zoho applications for business needs. Provide ongoing support, training, and documentation for Zoho users. Collaborate with cross-functional teams to understand requirements and implement solutions. Security Compliance Ensure data integrity and security within Zoho applications. Maintain system backups, user roles, and access controls. Key Skills Competencies: Strong expertise in Zoho CRM, Zoho Creator, Zoho One, and Deluge scripting. Experience in API integrations, webhooks, and automation workflows. Knowledge of database structures and relational databases. Problem-solving skills with an analytical mindset. Ability to work independently and with cross-functional teams. Good communication and documentation skills. Qualifications: Bachelor s degree in Computer Science, IT, or related field. Certifications in Zoho Creator / Zoho CRM (preferred but not mandatory). 2+ years of experience in Zoho development, customization, and implementation.
About the Role We re hiring a Finance & Accounts Manager to take full ownership of our accounting and reporting function the heart of this role. You ll ensure accurate books, timely financial reporting, and full compliance with GST, TDS, and accounting standards. This role is ideal for someone who thrives on structure, takes pride in clean numbers, and works with dedication and accountability. Key Responsibilities Manage daily accounting tasks including payables, receivables, payroll, and general ledger. Handle month-end and year-end close processes, journal entries, and reconciliations. Ensure accurate revenue and expense recognition. Prepare and file GST, TDS, and other statutory returns timely. Ensure compliance with Indian Accounting Standards (Ind AS) and company law regulations. Liaise with auditors, provide required documentation, and support audit closure. Prepare monthly, quarterly, and annual financial reports (P&L, Balance Sheet, Cash Flow). Perform variance analysis against budget and forecasts. Support the CFO with MIS reporting and board-level insights. Proficiently use and manage Tally (very important) and Zoho Books for financial processes. Recommend and implement improvements in finance processes using technology and automation. Assist in the preparation of budgets and forecasts. Track departmental spending and ensure budget discipline. Must-Have Skills & Experience 2 5 years of relevant experience in core accounting and financial operations. Hands-on expertise with Tally ERP (critical requirement). Working knowledge of Zoho Books, GST, TDS, and tax compliance. Strong command of Advanced Excel (pivot tables, lookups, basic modelling). Experience working with auditors and understanding of audit processes. Solid understanding of Indian accounting standards and reporting formats. Excellent attention to detail and ability to take full ownership of assigned work. A committed professional who thrives in a structured, process-driven role. Someone who takes complete ownership of deliverables with dedication and integrity. Strong communicator with the ability to collaborate with cross-functional teams. Analytical, reliable, and solution-oriented. Bachelor s in accounting, Finance, or Commerce Please be vigilant and avoid responding to unsolicited emails, messages, or phone calls claiming to be from Right Horizons. We will never request sensitive information such as passwords, account details, or financial information via unsecured channels. Furthermore, please note that we do not distribute investment and advisory audio and video clips through unsolicited means. Any communication regarding such content will always be done through secure and verified channels.
We are looking for a highly motivated and detail-oriented Junior Financial Analyst / Financial Planner to join our team in Bangalore. This role is ideal for fresh graduates or early-career professionals who are passionate about financial planning, investment analysis, and client portfolio management. As part of our finance and advisory team, you will gain hands-on exposure to portfolio tracking, budgeting, client interactions, and core financial reporting tools. This is an excellent opportunity to build a strong foundation in wealth management and advisory services. Key Responsibilities Assist in financial analysis and investment advisory for clients. Track and maintain client portfolios and prepare periodic performance reports. Support senior planners in creating investment strategies and planning presentations. Perform research and data analysis to support investment decisions. Work closely with clients and internal teams for documentation, query resolution, and meeting coordination. Ensure compliance with internal processes and maintain data accuracy in financial systems. Must-Have Skills Experience Basic understanding of financial principles, personal finance, or investment products. Proficiency in MS Excel (pivot tables, charts, lookups); exposure to financial tools or software is a plus. Strong analytical and communication skills. Ability to work collaboratively in a dynamic team environment. Eagerness to learn and take ownership of assigned tasks. Professional behaviour with a client-first mindset. Preferred Qualification: Bachelor s degree in finance, Accounting, Commerce, Economics, or a related field (e.g., B.Com, BBA, BMS) MBA in Finance (preferred) CFA Level 1 cleared or NISM Series X-A certification is a plus.
At Right Horizons, we value every individual and trust them to do the best for our clients. We support our people with well-designed products and knowledge resources, enabling them to understand and satisfy customer requirements better. In short, our vision extends to you and your career path, and we believe in growing together. About the Role We are looking for an experienced and driven Lead Financial Analyst to join our finance and advisory team. This role is ideal for professionals with a strong foundation in financial analysis, portfolio management, and client engagement. As a lead, you will guide junior analysts, lead strategic financial planning initiatives, and contribute to data-driven investment decisions for high-net-worth individuals (HNIs). Key Responsibilities Lead client portfolio analysis, investment advisory, and performance reviews. Develop and present advanced financial models, forecasts, and strategic investment plans. Mentor and supervise junior analysts and financial planners. Conduct deep-dive market and product research to support wealth advisory. Collaborate with internal departments to streamline financial reporting and advisory processes. Ensure regulatory compliance and internal audit readiness. Maintain strong client relationships and provide proactive financial planning support. Must-Have Skills & Experience 5 8 years of hands-on experience in financial planning, investment advisory, or wealth management. Strong analytical skills and advanced proficiency in Excel and financial modelling tools. Proven client relationship management abilities. Sound knowledge of investment products, market research, and regulatory norms. Leadership capability to guide and mentor team members. Bachelor s degree in Finance, Commerce, Accounting, or Economics. MBA in Finance / CA / CFA (Level 2+ preferred). NISM certifications (Series X-A / X-B) or equivalent are a plus. Please be vigilant and avoid responding to unsolicited emails, messages, or phone calls claiming to be from Right Horizons. We will never request sensitive information such as passwords, account details, or financial information via unsecured channels. Furthermore, please note that we do not distribute investment and advisory audio and video clips through unsolicited means. Any communication regarding such content will always be done through secure and verified channels.
At Right Horizons, we value every individual and trust them to do the best for our clients. We support our people with well-designed products and knowledge resources, enabling them to understand and satisfy customer requirements better. In short, our vision extends to you and your career path, and we believe in growing together. About the Role As a Team Lead Wealth Management / City Lead, you will be responsible for driving business growth, managing a team of wealth management professionals, and ensuring high standards of client service. The role demands a strategic approach to portfolio management, client acquisition, regulatory compliance, and team development while achieving sales and profitability targets. Key Responsibilities Core Responsibilities Lead and mentor a team of Wealth Managers to achieve business objectives. Develop and execute sales strategies to acquire new clients and expand the client base. Ensure effective client relationship management by providing personalized wealth solutions. Oversee investment portfolio structuring, financial planning, and risk assessment. Ensure adherence to SEBI, RBI, AMFI and other regulatory compliance requirements. Leadership Competencies Team Management: Mentor and coach, the team to enhance performance and professional growth. Business Development & Sales Strategy: Drive revenue growth through sales planning and execution. Strategic Thinking & Decision Making: Analyze financial markets, assess risks, and implement investment strategies. Functional Competencies Portfolio Management: Guide clients on asset allocation, diversification, and portfolio optimization. Analytical & Problem-Solving Skills: Utilize data-driven insights for financial decision-making. Digital & Technological Proficiency: Leverage financial tools, CRM software, and wealth management platforms. Domain Certifications: Maintain industry certifications to uphold domain expertise. Behavioural Competencies Communication & Presentation: Clearly articulate financial concepts and investment strategies. Negotiation & Persuasion: Strong influencing skills to close deals and resolve client concerns. Adaptability & Resilience: Stay agile in a dynamic financial market and adapt strategies accordingly. Accountability & Result Orientation: Meet revenue targets and drive overall business success. Academic Excellence: Strong educational background with relevant qualifications. Asset Creation Self: Demonstrate discipline in personal wealth management. Social Influence: Leverage professional networks for business growth. CIBIL Score: Maintain financial credibility as a role model for clients. Must-Have Skills & Experience Proven track record in sales, client acquisition, and portfolio management. Strong knowledge of investment products, tax planning, and regulatory frameworks. Excellent leadership, communication, and negotiation skills. Drives financial growth by delivering personalized investment strategies, strengthening client relationships, and maximizing risk-adjusted portfolio returns while ensuring regulatory compliance. Adds value by acquiring and retaining HNI (High Net Worth) clients, enhancing portfolio performance, and contributing to consistent revenue growth. Builds long-term client trust through strategic financial planning, portfolio advisory, and goal-based wealth solutions. Supports business expansion through leadership in sales, client servicing, and high-performance team management. MBA/CA/CFA or relevant financial qualification preferred. 10+ years of experience in wealth management, private banking, or financial advisory. Please be vigilant and avoid responding to unsolicited emails, messages, or phone calls claiming to be from Right Horizons. We will never request sensitive information such as passwords, account details, or financial information via unsecured channels. Furthermore, please note that we do not distribute investment and advisory audio and video clips through unsolicited means. Any communication regarding such content will always be done through secure and verified channels.