Finance Analyst

• We are seeking candidates with educational backgrounds in MBA (Finance & Marketing), M.Com, MA Economics, MSc Mathematics & MA Statistics

• Candidates from IT backgrounds or IT-related academic streams are not eligible.

• We offer end-to-end Family Office Management services, helping families manage their complete financial ecosystem.
• Professional client relationship management in personal finance.
• Manage assigned families financial accounts and personal finances.
• Collect monthly bank statements and conduct account analysis.
• Manage and engage with clients through virtual platforms.
• Use Finwallet AI tools to perform Account & Financial Analysis.
• Manage client communication through digital platforms.
• Update and maintain clients monthly budgets.
• Conduct quarterly financial review meetings.
• Perform annual financial plan reviews.
• Coordinate with auditors for Income Tax Return filing.
• Coordinate with property valuators for property valuation.
• Coordinate with legal advisors for property legal opinions.
• Identify gaps in clients financial portfolios.
• Help clients reduce expenses, EMIs, and tax liabilities.
• Recommend suitable financial products aligned with client goals.
• Respond professionally to client queries.
• Generate referrals and acquire new families as clients.
• You will be expected to add at least 5 new families to your portfolio.

• Fluent English communication (verbal and written).
• Strong team player with collaborative work ethic.
• Excellent time-management and organizational skills
• Strong analytical and decision-making abilities.
• Solution-oriented attitude.
• Proficiency in MS Excel and web-based tools.
• Should be good at both online & offline presentation.
• Should have strong numerical ability and emotional intelligence.
• You should possess strong financial knowledge and marketing skills, as the role involves conducting client presentations and explaining financial concepts effectively.

• Official laptop and mobile phone
• Separate workstation and cabin
• One paid leave every month
• One sick leave every month (with MC)
• 10 holidays apart from week off & paid leave
• Salary credited on the 1st of every month
• Monthly performance-based incentives
• Salary appraisal every 6 months
• Skill development workshops and training programs
• Healthy work–life balance
• Positive and professional work environment
• Weekly off on Mondays, Sunday working day

• • Job Type: Full-time | Permanent | Fresher
• • Language: English (Required)
• • Kindly note that this is a client interaction role and not a backend position.

• • Candidates are required to relocate to Madurai, Tamil Nadu.