- Preferred MBA / CA / CFA
- Conduct Banking transactions for the company and the Promoter Family
- Create monthly, weekly and daily MIS for the company and the family office transactions
- Deal with Bankers on any requirements of the company such as Loans, Bank Guarantee's, Resolving transaction issues, Issuance of new Credit Cards etc
- Documentation of LAP / LAS with Banks or NBFC's
- Documentation of any new investment that the family office proposes such as PMS, AIF, Direct investment in start-ups etc
- Documentation for initiating / stopping of SIP's of Mutual Funds
- Filing of tax returns of companies / individual promoters
Salary : 12-20 LPA
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