Manager Accounts and Taxation

Job Description

Manage and oversee personal investment accounts, daily accounting and MIS updation

Assess financial goals, risk tolerance, and investment preferences

Develop and recommend investment strategies and portfolios

Monitor portfolio performance and make adjustments as needed

Conduct regular portfolio reviews with promoters

Stay updated on market trends, economic conditions, and financial products

Ensure compliance with regulatory and company policies

Maintain accurate client records and documentation

Coordinate with internal teams (research, operations, compliance)

Skills

Basic to intermediate knowledge of investments and financial instruments

Strong numerical and analytical skills

Proficiency in MS Excel / Google Sheets

Attention to detail and accuracy

Time management and organizational skills

Understanding of budgeting and financial planning concepts

Reporting - GM and CFO

Job Type: Full-time

Pay: ₹800,000.00 - ₹1,100,000.00 per year

Benefits:

• Health insurance
• Provident Fund

Work Location: In person