Manager
Noida
4.0 - 8.0 Years Years
Full Time
Job Description
Job Description: -
| 1 | Manage Bank Operations and Co-ordination with Banks |
| 2 | Manage Promoter's Personal Accounting |
| 3 | Track investment performance, prepare periodic reports, and liaise with external financial advisors or wealth managers. |
| 4 | Maintain accurate records of all personal investment portfolios |
| 5 | Process documentation for new Investments, Redemptions, or Asset Transfers. |
| 6 | Prepare and maintain detailed, accurate, and up-to-date personal Financial & Cash Flow Statements |
| 7 | Coordinate with external tax consultants/CAs for the timely and accurate preparation and filing of personal income tax returns for the Promoters and immediate family. |
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