Manager - Family Office and Philanthropy

Company Description

Motilal Oswal Financial Services Ltd. (MOFSL), established in 1987, is a comprehensive financial services firm recognized for its customer-first approach, ethical practices, and technological advancements. Headquartered in Mumbai, MOFSL provides a range of financial products and services, including Private Wealth, Retail Broking, Institutional Broking, Asset Management, Private Equity, and more. With a strong presence across 550+ cities and towns, MOFSL serves over 5.2 million customers and employs a team of over 12,000 professionals. The firm is renowned for its robust equity research, with significant investments and numerous accolades for its research excellence.

Role Description

This is a full-time, on-site role for a Manager – Family Office and Philanthropy located in Mumbai. The Manager will oversee the family office's daily operations, including financial management, investment oversight, and coordinating philanthropic activities. Responsibilities include managing family office accounts and philanthropy accounts, ensuring compliance with Income Tax and other regulatory standards, providing administrative support, and executing strategic initiatives for family office and philanthropic activities.

Qualifications

• Proficiency in Communication
• Experience with Accounts and Taxation
• Strong organizational, problem-solving, and analytical skills
• Ability to work independently and manage multiple tasks effectively
• Experience in the financial services or philanthropy sector is a plus

Skills Required

Taxation, Accounts