Talking to management to determine their expenses, income, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering management's questions about financial plans and strategies and giving financial advice.Advising strategies for clients investment planning, cash management and other areas to help them reach financial objectives.Reviewing Group's accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.Analyzing financial data received from management to develop strategies for meeting Group's financial goals.Preparing or interpreting financial document summaries, investment performance reports and income projections for Group.Managing and updating Group's portfolios.Contacting management regularly to discover changes in their financial status.

Oversees the general accounting function, which includes inter-company accounting, cash management/reconciliation, financial reporting, balance sheet managementEnsures that company financial reports are prepared in compliance with Company act and directives, Bangladesh Accounting Standard and RJSC requirements.Supervises the completion of Company Income tax & VAT matters (including income, property, sales and use, payroll and other local taxes)