Turtle Wealth

Wealth Manager

Core Responsibilities

  • Develop and maintain strong relationships with clients, understanding their financial needs
    and goals.
  • Identify and acquire new clients through networking, referrals, and business development
    activities.
  • Analyze clients’ financial status, risk tolerance, and investment preferences.
  • Stay updated on financial markets, investment products, and economic trends.
  • Ensure all advisory services and client interactions comply with applicable laws, regulations,
    and company policies.
  • Work closely with other team members to deliver seamless client experiences.
  • Share insights with clients and suggest adjustments to strategies as needed.

Knowledge and Skills Required

  • Proven experience in wealth management, financial advisory, or related fields.
  • Strong understanding of financial products, investment strategies, and market trends.
  • Excellent interpersonal and communication skills.
  • Strong problem-solving skills and attention to detail.

Experience

  • 2+ Years

Let’s build success together!

Turtle Wealth

Account Manager

Core Responsibilities

  • Knowledge of basic accounting
  • Booking of Journal vouchers, Debit note/credit note.
  • Monitor and track monthly/recurring expenses and utility bills, coordinating with respective departments to ensure timely submission and an accurate ERP System.
  • Verify and process employee expense claims, ensuring adherence to company policies and eligible limits.
  • Manage vendor and employee reimbursement payments.
  • Address employee queries related to expense reimbursements and resolve vendor reconciliation issues.

Knowledge and Skills Required

  • Qualification: BCOM/CA
  • Proficiency in accounting principles.
  • Understanding of GST and TDS regulations.
  • Hands-on experience with accounting ERP systems and strong Excel skills.

Experience

  • 2+ Years

Preferred Candidate Profile

  • Detail-oriented with a problem-solving mindset.
  • Accounts in a Corporate Company.
  • Strong communication skills to interact with employees and vendors effectively.
  • Ability to work independently and collaboratively in a team environment.