Founded on Service Built on Trust

• TDS and GST Compliance: Ensure accurate and timely filing of TDS returns and GST returns, including monthly, quarterly, and annual filings. 
• Tax Planning: Provide strategic tax planning advice to optimize tax liabilities and minimize tax burdens for the organization. 
• Tax Audits: Coordinate and manage tax audits conducted by tax authorities, ensuring compliance with all relevant tax laws and regulations. 
• Accounting and Bookkeeping: Oversee the general accounting functions, including journal entries, account reconciliations, and financial reporting. 
• Financial Analysis: Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements. 
• Financial Reporting: Assist in the preparation of various financial reports, such as management reports, board reports, and statutory financial statements. 
• Tax Advisory: Provide expert tax advice on various tax matters, including transfer pricing, tax structuring, and international tax compliance. 
• Team Management: Lead and mentor a team of accounting professionals, ensuring their efficiency, accuracy, and adherence to best practices. 
• Process Improvement: Identify opportunities to improve accounting processes and procedures, enhancing efficiency and accuracy. 
• Stay Updated: Keep abreast of changes in tax laws and regulations, ensuring compliance and utilizing new opportunities for tax optimization.

Addtional Qualifications:

• In-depth knowledge of Indian tax laws, including TDS, GST, Income Tax, and Corporate Tax. 
• Strong analytical and problem-solving skills. 
• Excellent communication and interpersonal skills. 
• Experience in handling tax audits and assessments. 

• Proficiency in Technical Analysis and passion for market research
• Generating Technical calls for Ultra Short term and Swing Trading in Cash and Futures 
• Preparing Technical Report – Index and Stocks 
• Knowledge on Global Market parameters 
• Skill in Derivatives Data Analysis and Option Strategy would carry added weightage 
• Skill in Commodity (Energy, Precious Metals and Base Metals) would carry added weightage

DESIRED PROFILE OF THE CANDIDATE 

• Minimum Graduation and NISM (Research Analyst Module) – Either qualified or need to be qualified within 3 months of joining 

• Financial Background required (Securities or NBFC company Secretaries Company Secretaries mostly applied) 
• Timely submission of various forms, reports and other documents to Exchanges/Depositories. 
• Ensuring exchange / DP-related compliance applicable to the Company under SEBI Act, SCRA, Rules, Regulations Bye-laws of Exchange and Circulars issued by SEBI/CDSL/BSE from time to time. 
• Concurrent and Internal Audits and Inspection by SEBI/CDSL/BSE etc. 
• Updating company forms and internal documents in line with applicable stock broking / DP guidelines. 
• Any other compliance matters as assigned from time to time. 

Job Specification

Candidate studied ICSI (The Institute of Company Secretaries of India) and having membership number should only apply. 

Note: Candidate residing in Kolkata should only apply.

• Process mutual fund trades, including purchases, redemptions, and exchanges 
• Verify and validate trade instructions for accuracy and completeness 
• Coordinate with transfer agents, custodians, and other external parties 
• Maintain accurate and up-to-date records, including trade logs and account statements 
• Reconcile positions, cash, and trades with external parties 
• Investigate and resolve trade discrepancies and errors 
• Collaborate with internal teams, including sales, marketing, and finance 
• Identify and implement process improvements to increase efficiency and reduce risk 
• Experience in processing or generating data reports, valuation, analysis relating to – Equity trading, Mutual Fund, Broking, Bonds, etc. (Back End) 
• Candidate should have knowledge about NSE & BSE

Job Summary:

We are seeking an experienced Mutual Fund Operations Specialist to join our team. The successful candidate will be responsible for ensuring the seamless execution of mutual fund transactions, maintaining accurate records. 

• Strategic Relationship Building: Develop and maintain strong relationships with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (Ultra HNI) clients, understanding their financial goals, risk tolerance, and investment preferences.
• Revenue Growth Initiatives: Drive revenue generation through effective marketing strategies and cross-selling of wealth management products such as Mutual Funds, Systematic Investment Plans (SIPs), National Pension System (NPS), Portfolio Management Services (PMS), Bonds, and Insurance.
• Strategic Marketing Plans: Develop personalized marketing plans and campaigns aligned with the company’s objectives and tailored to HNI and Ultra HNI clients, ensuring consistency in messaging and branding.
• Campaign Development: Recommend suitable marketing strategies and tactics, including digital marketing, content marketing, and traditional advertising, based on thorough market research and performance analytics.
• Stakeholder Engagement: Meet with potential partners and clients (in-person or virtually) to discuss marketing opportunities and present innovative solutions that drive engagement and conversion.
• Performance Monitoring: Regularly monitor and review marketing initiatives, adjusting strategies based on market conditions and client feedback to optimize performance and ROI.
• Team Leadership: Collaborate with internal teams, providing direction and support to ensure comprehensive marketing solutions that meet client needs and enhance overall brand experience.
• Trend Analysis: Stay updated with market trends, consumer behaviour, and regulatory changes to provide timely and relevant marketing insights.
• Client Support and Engagement: Deliver exceptional client service to HNI and Ultra HNI clients, addressing inquiries and providing proactive marketing solutions that enhance client satisfaction and loyalty.
• Budget Management: Manage and achieve the marketing budget, ensuring efficient allocation of resources and performance tracking against monthly and quarterly targets.
• Event Coordination: Organize and conduct seminars, workshops, and marketing events to generate leads and enhance brand awareness among potential clients.

Qualifications:

• Bachelor’s degree in Marketing, Business Administration, or a related field; MBA preferred.
• 8+ years of progressive marketing experience, with a minimum of 3 years in a leadership role.
• Proven track record in developing and executing successful marketing strategies for wealth management products.
• Strong experience working with HNI and Ultra HNI clients, particularly within a Private Client Group.
• Familiarity with investment products such as Mutual Funds, SIPs, NPS, PMS, Bonds, and Insurance.
• Strong analytical skills and experience in data-driven decision-making.
• Excellent communication and interpersonal skills, with a focus on client relationship management.

• Prepare and review financial statements, ensuring compliance with accounting standards and regulations.
• Manage TDS and GST compliance, including preparation and filing of returns, and addressing any queries from tax authorities.
• Conduct detailed financial analysis and forecasting to support business decisions.
• Provide guidance on tax planning and compliance for clients, ensuring adherence to applicable laws.
• Assist in audits and prepare necessary documentation and schedules for auditors.
• Maintain accurate and up-to-date financial records and documentation.
• Collaborate with cross-functional teams to provide financial insights and support strategic initiatives.
• Stay updated on changes in tax regulations and accounting standards, advising management accordingly.

Qualifications:

• Chartered Accountant (CA) designation from ICAI passed before 2020.
• Strong understanding of TDS and GST regulations.
• Minimum 8-5 years of experience in accounting or financial management.
• Proficient in accounting software and MS Office Suite.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

About Roles & Responsibilities:

• Administrative Support: Provide administrative support to executives, including managing schedules, organizing meetings, and handling correspondence. Assist in the coordination and management of special projects.
• Calendar Management: Manage and coordinate the executive’s calendar, schedule appointments, and arrange meetings, ensuring that the executive is aware of their daily agenda. Prepare meeting agendas, materials, and presentations. Attend meetings, take minutes, and follow up on action items..
• Communication: Act as a liaison between the executive and other staff members, clients, and external stakeholders.Draft emails, memos, reports, and other documents on behalf of the executive.
• Information Management: Organize and maintain files, records, and documents.Retrieve information as needed and ensure that sensitive information is handled confidentially.
• Professionalism: Demonstrate a high level of professionalism and discretion. Executive assistants often have access to sensitive information and must maintain confidentiality.
• Relationship Building: Build and maintain positive relationships with colleagues, clients, and other stakeholders. Act as a representative of the executive and the organization.
• Documentation and Confidentiality: Maintain accurate records and documentation. Create organized filing systems for easy retrieval of information. Uphold and maintain a high level of confidentiality. Handle sensitive information with discretion.
• Professional Development & Problem-Solving: : Participate in relevant training and development opportunities. Stay informed about industry trends and best practices. Exhibit the ability to proactively identify and resolve issues. Anticipate needs and provide solutions before problems arise.
• Travel Management: Coordinate travel arrangements efficiently. Ensure all travel logistics are well-planned and executed.
• Feedback and Relationship Building: Seek feedback from the executive for continuous improvement.Build positive relationships with colleagues and external contacts.

Qualifications: –

• Bachelor’s degree in business administration or related field preferred.
• Strong written and verbal communication skills. Should be fluent in languages – English, Hindi, and Bengali.
• Proficient in Word, Excel, PowerPoint, Outlook etc.
• Job Type: Full-time