Finance Executive

Job Type: Full-time

Designation: Executive - Finance & Accounts

Reporting to: Sr. Manager - Finance & Accounts

Location: Nariman Point, Mumbai

Job Summary

We are seeking a skilled and detail-oriented Executive - Finance & Accounts involving Finance, Banking, Investment including business activities of the Company to join our team. The ideal candidate will handle financial documentation, investment-related tasks, and ensure accurate data maintenance and reporting MIS. This position offers an excellent opportunity to work closely with experienced finance professionals and contribute to the smooth functioning of the company's operations in financial, Investment & Banking, Mutual Fund, PMS, AIF, etc..

Investment & Bank Documentation

• Prepare transaction forms for investments.
• Handle account opening documentation and coordinate with banks to address queries.
• Maintain and track data for purchase and sales of mutual funds, equity shares, and other investments on a daily basis.
• Maintaining a portfolio on platforms like Money Control to track equity shares, mutual fund purchases, sales, and balance stock transactions.

Administrative & MIS Work

• Organize and handle filing of papers, document copying, and scanning.
• Generate Stamp Duty payment challans, NOCs, and registered documents.
• Update KYC information periodically as needed.
• Update real estate document filings regularly.
• Prepare MIS reports related to investments.

Coordination & Follow-Up

• Liasoning with Asset Management Companies / Banks and related business corporates for investment
• Visit banks and other investment-related offices for the submission of documents and follow-ups.
• Ensure all documents and processes are completed accurately and within the required timelines.

Experience: -

3 to 5 years in finance and accounts, preferably in the real estate industry.

Strong knowledge of investment documentation and procedures

Proficiency in financial tools, MS Excel, and investment tracking platforms.

Excellent organizational and communication skills.

Requirements:

Bachelors degree in Commerce (B. Com), Accounting, or Finance is required.

Additional qualifications such as CA Inter, MBA (Finance), or any certifications in investment management or financial accounting will be an advantage.