Maintaining books of Accounts of Promoter Family & Promoter Group Companies
Analyzing new investment avenues for investments.
Helping on asset allocation of family members.
Meeting fund managers, AMC, PMS and other business associates and
maintaining the relationship. Attending the investment events on behalf of
treasury team.
Handle treasury portfolio of approximately ₹2,300 Crores invested in various instruments. Research and suggest new investment schemes, manage portfolio according to market scenario.
Prepare MIS reports, investment proposals, and maintain investment policy documents.
Manage banking functions, fund positions, and ensure tax efficiency. maintain investments as per standards of policy. Single point contact with banks for all documentation, agreements and negotiations.
Manage portfolio operationally, managing transactions along with documentation to it.
Providing inputs to Investment committee to enable them to take decision on investments, redemptions and modifications to portfolio