Your Personal CFO

JOB ROLES & RESPONSIBILITIES OPERATIONS: Client Lifecycle: Documentation, A/C Opening, On-boarding, Mandates, Transactions, COB, CGS, etc. Vendor Management: Life & Health Insurance, Bankers, CAs, Brokers, Bonds, REITs, PMS, Prospects E-mail Communication: at each process: on-boarding, Cash Account Updates, Execution REPORTING: Track & Maintain: Monthly Revenues, Prospect Growth & Company Progress Update and Monitor: Client Records and Transactions (Lump sum, SIP & STP) Client Reporting: Gather up to date data - MF, Stocks, Bonds, PMS, AIFs, etc. ACCOUNTING: Invoicing and Bills Management: Create, Maintain and Coordinate: Invoices, Bills, Office Expenses Accounting & Statutory: TDS, GST & Statutory - calculate & file – coordinating with auditor Income and GST Reconciliations: Reconciliations required on Monthly basis to keep track Job Type: Full-time Pay: ₹325,000.00 - ₹425,000.00 per year Benefits: Cell phone reimbursement Paid sick time Paid time off Experience: total work: 2 years (Required) Mutual Funds: 1 year (Required) Wealth management: 1 year (Preferred) Financial planning: 1 year (Preferred) Location: Sadashivanagar, Bengaluru, Karnataka (Preferred) Work Location: In person