Account Executive

  • icon job experience 1 - 3 Years
  • icon job opening 2 Openings
  • icon salary Not Disclosed
  • icon job posting Posted 1 days ago
  • Face-to-Face interview Face-to-Face interview
  • icon job location Mumbai

Job Description

Coordination with investment managers, client, consultants for relevant data of the clients

Assisting the clients with on-boarding data across investment vehicles in an Investment software (Initial and on-going)

Coordinating for periodic reviews with clients to ensure sanity of database and timely reconciliation of data

Understanding and analyzing the investment reports generated from the Investment software and learning about various investments and its performance

Familiar with individual accounting in tally

Good written and oral communication

Strong Excel and Presentation skills

Proactive in approach
  • Experience

    1 - 3 Years

  • No. of Openings

    2

  • Education

    B.Com, BAMS, M.Com, Chartered Accountant

  • Role

    Account Executive

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    Male

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

  • Face interview location

    reachus@gbcaindia.com

About GBCA & Associates LLP

GBCA and Associates LLP (formerly Ghalla and Bhansali) is a leading Chartered Accountants firm based in Mumbai, India. Founded in 1955, with the paramount belief that When You Win, We Win. Our value added and dedicated services have made us a preferred Chartered Accountancy Firm.
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