Job Description

Job Purpose

To manage and streamline personal and organizational financial operations, including investments, insurance, accounts, payments, and reporting. The role involves handling fund management, data entry, automation of reports, coordination with financial institutions, and ensuring timely payment follow-ups while maintaining accurate financial records.

Key ResponsibilitiesA. Fund & Investment Management

- Manage funds related to insurance, investments, rent transfers, credit cards, and liquid funds.
- Assist in coordination for applications, name transfers, and nomination updates for investments, bank accounts, and credit cards.
- Prepare and maintain investment reports and ensure periodic updates.
- Assist in automation of finance reporting through tools like M Profit and establish accurate systems.

B. Rent & Property Management

- Track and follow up on rent collections and property-related payments.
- Set up automated reminders for due dates and rent follow-ups.
- Assist in coordination for property dealings and related financial settlements.

C. Accounts & Payments

- Handle data entry for savings, credit cards, and personal accounts.
- Assist in finalizing personal accounts and ensure accurate internal ledger reconciliation.
- Support in timely payment submissions, including online transactions.
- Follow up on all personal expense payments like insurance policies, utilities, and maintenance bills.
- Assist in cost sheet updates by coordinating with RMs and CNT inward rates.

D. Reporting & Automation

- Establish and manage automated reports for finance tracking using tools like M Profit.
- Ensure timely updation of cost sheets and monitor changes in costs.
- Maintain dashboards and summaries of financial activities for management review.

E. Executive Assistance (EA) Support

- Help in PMS (Portfolio Management System) maintenance and updates.
- Track, coordinate, and follow up on tasks, deadlines, and deliverables.
- Support senior management with financial insights and reporting.

Required Skills & Competencies

- Strong knowledge of personal and corporate finance management.
- Hands-on experience in investment tracking, cost updation, and reconciliations.
- Proficiency in MS Excel, Google Sheets, and accounting/finance software (preferably M Profit).
- Good understanding of credit cards, savings accounts, insurance, and investments.
- Excellent coordination and follow-up skills with stakeholders, banks, and RMs.
- Strong analytical mindset with attention to detail.
- Ability to automate reports and manage data efficiently.

Qualifications

- Bachelor's degree in Finance / Commerce / Accounting (B.Com / BBA / MBA Finance preferred).
- Minimum 1 years of relevant experience in financial management

Key Performance Indicators (KPIs)

- Timely updation of investment and cost reports.
- Accuracy in personal account reconciliations.
- On-time payment submissions and rent follow-ups.
- Successful automation of reports and reminders.
- Efficiency in coordinating with banks, RMs, and stakeholders.

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

Cell phone reimbursement Health insurance Leave encashment Paid sick time Paid time off Provident Fund
Work Location: In person