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Determine clients’ expenses, level of income, financial objectives and goals, tax status, and risk tolerance
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial Dashboards using Data Visualisation tools, investment performance reports, and income projections for clients.
Manage and regularly update clients’ portfolios.
Continuous communication with clients to stay up to date with their financial status
Perform Direct and Indirect tax compliance & Audits
Internal Audits and Due Diligence
Preparation of DPR, TEV, and CMA reports
Advise on other regulatory compliances.
Requirements
Master's degree in Business with Finance, Accounting, or related field specialization. Students from IIM would be preferred.
Students from CA Backgrounds with experience in data analytics would be strongly favored.
0.5-2 years of relevant experience in corporate finance, financial planning & analysis, or other related fields.
Strong working knowledge of Excel, financial modeling, Python, and Data Visualization Tools.
Excellent analytical, decision-making, and problem-solving skills