a Eligibility Criteria: We are seeking candidates with educational backgrounds in MBA, M.Com, MA Economics, MSc Mathematics & MA Statistics.
Note: Candidates from IT backgrounds or IT-related academic streams are not eligible for this role.
Job Responsibilities
- We offer end-to-end Family Office Management services, helping families manage their complete financial ecosystem.
- This is a non-IT position involving professional client relationship management in personal finance.
- Manage and oversee assigned families’ financial accounts and overall personal finances.
- Collect bank statements on a monthly basis and conduct detailed account analysis.
- Engage and manage client relationships through virtual platforms and digital communication tools.
- Update and maintain clients’ monthly budgets and perform comprehensive monthly budget analysis.
- Conduct quarterly financial review meetings with clients.
- Perform annual reviews of clients’ financial plans and long-term goals.
- Coordinate with auditors to ensure timely filing of clients’ Income Tax Returns (ITR).
- Coordinate with property valuators to facilitate clients’ property valuations.
- Coordinate with legal advisors to obtain property legal opinions for clients.
- Identify gaps in clients’ financial portfolios and recommend appropriate improvements.
- Take accountability for helping clients reduce expenses, EMIs, and income tax liabilities through structured financial planning.
- Recommend and facilitate suitable financial products aligned with clients’ goals.
- Provide prompt, professional, and solution-oriented responses to client queries.
- Generate referrals from existing clients and convert them into new business opportunities.
- Manage annual subscription renewals for assigned clients.
- Acquire new families as clients each month through various sourcing channels.
Required Skills
- Fluent in English communication (verbal and written).
- Strong team player with a collaborative work ethic.
- Excellent time-management and organisational skills.
- Strong decision-making, analytical and critical-thinking abilities.
- Solution-oriented and proactive attitude.
- Proficiency in MS Excel and web-based tools.
- Ability to work independently with an innovative mindset.
Perks & Standard Benefits
- Official laptop
- Official mobile phone
- Separate Workstation
Additional Benefits
- One paid leave for every month
- 9 Holidays apart from paid leaves & a week off.
- Virtual client meetings only (no field work required)
- High career growth potential
- Salary credited on the 1st of every month
- Attractive monthly performance-based incentives
- Salary appraisal every 6 months
- Skill development workshops and training programs
- Healthy work–life balance
- Positive and toxic-free work environment
- Clear career progression path
- Opportunity to work in a high-growth industry
- Separate cabin
- No overtime culture
- Weekly off on Mondays, Sunday working day.
- Work location: Madurai, Tamil Nadu.
Remarks:
This is a highly professional role where we invest significantly in developing your skills and knowledge. Our goal is to help you become a strong Financial Analysis professional, leading to long-term career growth.
Candidates who are focused only on salary are advised not to apply for this position.
Job Types: Full-time, Permanent, Fresher
Pay: ₹12,000.00 - ₹20,000.00 per month
Application Question(s):
- What is your current salary?
- What is your salary expectation?
- If you are currently residing outside Madurai, would you be willing to relocate for this role?
Language:
Work Location: In person
