Job Summary

We are looking for a qualified Chartered Accountant (CA) for the role of Portfolio Manager with strong knowledge of GST, TDS, NBFC compliance, and CIC regulations. The ideal candidate should have experience in the NBFC or banking industry and possess expertise in financial management, compliance, portfolio monitoring, and regulatory reporting.

Key Responsibilities

Manage and monitor financial and investment portfolios

Ensure compliance with GST, TDS, RBI, and other regulatory requirements

Handle NBFC and CIC-related compliance, reporting, and documentation

Prepare MIS reports, portfolio analysis, and financial statements

Monitor portfolio performance, financial risks, and operational controls

Coordinate with auditors, consultants, banks, and regulatory authorities

Ensure timely filing of statutory returns and regulatory submissions

Support budgeting, forecasting, and financial planning activities

Maintain accurate accounting records and ensure process compliance

Analyze financial data and provide strategic insights to management

Manage and monitor financial and borrower's portfolio





Required Skills & Knowledge

Strong understanding of GST, TDS, accounting, and taxation

Knowledge of NBFC regulations and RBI compliance framework

Experience in CIC compliance and reporting

Strong analytical and financial management skills

Proficiency in MS Excel and accounting/ERP software

Good communication and stakeholder management abilities

Ability to manage portfolios and financial reporting independently

Eligibility Criteria

Qualified Chartered Accountant (Mandatory)

3–6 years of relevant experience in NBFC, Banking, or Financial Services industry

Experience in finance, compliance, taxation, or portfolio management preferred

Candidates with exposure to RBI and CIC regulations will be preferred

Preferred Candidate Profile

Strong ownership and execution mindset

Detail-oriented and compliance-focused professional

Ability to work in a fast-paced environment

Good problem-solving and coordination skills

Robust reporting and analytical capabilities

📌 Portfolio Manager (Chartered Accountant) (India)
🏢 WOGOM
📍 India