Account Manager Graduate Experience Jobs in Surat

Key Responsibilities:Business Development:Drive life insurance sales through assigned bank branches.Identify and convert potential customers into policyholders.Achieve monthly and quarterly sales targets.Relationship Management:Build strong rapport with branch staff to generate business leads.Train, motivate, and support bank employees to cross-sell insurance.Maintain healthy relations with partner banks to ensure smooth operations.Sales Execution:Conduct need-based financial planning for customers.Pitch suitable life insurance products aligned with customer requirements.Manage customer queries, documentation, and policy issuance.Compliance & Process Adherence:Ensure adherence to IRDAI and company compliance guidelines.Maintain accurate records of leads, sales, and customer interactions.Safeguard customer interest through transparent communication.Key Skills & Competencies:Strong sales and negotiation skills.Excellent communication and interpersonal skills.Ability to build and maintain relationships.Goal-oriented, self-motivated, and target-driven.Knowledge of banking operations and financial products preferred.Qualifications & Experience:Graduate / Postgraduate in any discipline.14 years of sales experience (preferably in BFSI/insurance/banking).

We are Looking for 5 Accounts Officer Posts in Surat,Accountant, with Deep Knowledge in Bank Accounting,Banking Finance, Accountant and Required Educational Qualification is : Higher Secondary, Secondary School, B.com, M.com

We Need An Accountant Having Specialised Skills in Handling Cash, Bank Reconciliation, Stock Audit, Gst , Tcs, Tds ,Billing. and Has Special Knowledge in Tally. Our Operating Software is Tally.

Job title: BDE- EC / BDM-EC / Sr. BDM- ECRole Details:- The incumbent shall be responsible for sourcing New to Bank customers for Current Accounts & Trade accounts and cross sellForex services for generating fee based revenue.Overall Job Description Make daily sales calls to potential customers for high value Current Accounts. Attract potential customers for Trade & Forex services thus generating fee based revenue. Maintaining & activating customers for Trade transactions within T + 3 months thereby generating value & revenue. Maintain & publish a daily sales report to the Branch Manager / ASM where applicable. Cross selling Gold & General Insurance to new & acquired customers. Ensure smooth transfer of all acquired customers & introduce ECRM post T + 3 months.EDUCATIONEssential requirement: GraduateWORK EXPERIENCEEssential requirement: 0-5Preferred: 2-5 Years

Key Responsibilities:1. To acquire customers for Current Account, Savings Account Products of the bank, from a pool of potentialindividuals, small businesses, trusts associations, societies and corporates2. To achieve and deepen business volume and numbers3. To cross-sell TPP like Insurance, Gold, Locker, FD, Asset Products etc.4. To retain customers through efficient customer service till three months of acquisition when accounts arehanded over to RO

Book-KeepingAccount ManagementFinancial reportingJournal entriesReportingInvoice generationPurchase management

Job Openings for 2 Accounts Head Jobs with minimum 3 Years Experience in Surat having Educational qualification of : B.Com, M.Com, CA, ICWA with Good knowledge in Accounting,Income Tax,Auditing,TDS, gst etc.

Skills:1. Should have basic accounting knowledge. 2. Should have knowledge of statutory compliances viz. TDS, GST, etc. 3. Should have worked with ERP system. 4. Should have advanced working knowledge of MS Office (especially Excel & Word). 5. Should be well aware of relevant banking practices. 6. Should efficiently work with various Computer Application/Software. 7. Should be very efficient with the use of smart phones & its applications. Job Responsibility: 1. Daily accounting entries in ERP system, which includes posting of GRN, Sales Shipment, making of Purchase Orders & Sales Orders etc. 2. Preparing Bank reconciliation, Branch reconciliations. 3. Preparing book-debt statement (Monthly/Quarterly), Insurance declaration reports. 4. Assist senior in statutory compliances related to direct and indirect taxes viz. TDS, GST etc. 5. MIS reporting such as debtors aging, creditors aging etc. 6. Monthly and weekly MIS reports. 7. Assist senior is process of internal & external audit, preparation of financial reports and other reports as and when required. 8. Prepare & submit hourly/daily reports to seniors. 9. GST reconciliation & follow-up with vendors in case of mismatch.

Oversee account opening, account closing, and product sales activities. Review load application, approve or disapprove loans, and communicate loan decisions to customers. Maintain customer accounts, make sales calls to customers and identify cross-sell opportunities. ...

We are looking for 6 General Manager Accounts Posts in Sachin, with deep knowledge in Accounts Manager, Accounts Assistant, Finance Coordinator and Required Educational Qualification is : B.Com