Job Description
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:
English (Required)
Work Location: In person
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:
English (Required)
Work Location: In person
