Account Planner Jobs

As an Account Planner, you will manage and enhance client relationships while ensuring effective planning and execution of account strategies.**Key Responsibilities:**- **Client Relationship Management:** Develop and maintain strong relationships with clients to understand their needs and deliver exceptional service.- **Budget Planning:** Assist in creating and managing budgets for various accounts, ensuring expenditures align with client goals and expectations.- **Data Analysis:** Analyze market trends and client data to provide insights for account development and strategic decision-making.- **Coordination with Teams:** Work closely with internal teams such as sales and marketing to align strategies and deliver unified services to clients.- **Reporting:** Prepare regular reports on account performance, highlighting successes and areas for improvement to enhance client satisfaction.**Required Skills and Expectations:**- Strong communication skills are essential for effectively interacting with clients and team members.- Proficiency in data analysis and reporting tools will be needed to evaluate account performance and market trends.- An understanding of budgeting and financial management will be beneficial in managing clients' accounts successfully.- Attention to detail is important to ensure accuracy in reporting and compliance with client requirements.- A collaborative mindset is crucial for working alongside various departments to achieve shared goals.Candidates should hold a Bachelors degree in Commerce (B.Com) and possess 1 to 2 years of experience in a similar role. The ideal candidate will be female, with a proactive approach to problem-solving and a strong focus on client satisfaction.

Maintain day-to-day accounting records using accounting software (e.g., QuickBooks, NetSuite, Xero).Handle accounts payable and accounts receivable.Perform bank and credit card reconciliations.Process payroll and related tax filings (federal and state).Prepare monthly, quarterly, and annual financial statements.Assist with annual audits and tax preparation.Ensure compliance with US GAAP and applicable tax laws.Manage intercompany transactions and reconciliations if applicable.Support budgeting and forecasting activities.Work closely with external CPA firms or tax consultants.

Minimum Requirements Previous experience in financial planning/services industry Good technical knowledge of financial products and financial services sector Excellent report writing skills Excellent Communication skills Knowledge & Skills Strong understanding of financial planning. Competent in Microsoft Office Strong Communication skills. Excellent attention to detail and the ability to work both quickly and accurately.Role Dimensions Preparation of suitability reports for approval by the Financial Adviser and prepare associated documentation as required. Responsible for day-to-day paraplanning tasks identifying whats required, where client cases have information missing or outstanding actions. Then working with the advisers and administrative team to obtain this information and subsequently writing a suitability report. Research on products and investment strategies. Any client related communications are required to be recorded on the clients file in clear and intelligible English. Attend client meetings. Provide support with administrative functions when required. Liaise with product providers to acquire any information that may be required. Train the less experienced team members. Ensure all regulatory and compliance standards are met. Commit to personal development and keeping knowledge up to date with the new legislative changes.

Warden - Boys Hostel (Immediate joiners) Work Location: [Hostel Location] VIRAR Qualification: Master's degree in Education, Social Work, or related field. Experience: ABOVE 3 YEARS Salary: UPTO 30KWe are seeking a responsible and experienced Warden to oversee the daily operations of our boys' hostel, providing a safe and supportive environment for boys aged 15-19 years. The Warden will be responsible for ensuring the well-being, discipline, and academic progress of the students, as well as managing the hostel's resources and staff. Key Responsibilities: Supervise and mentor students, promoting their academic, personal, and social development. Maintain discipline, order, and safety within the hostel, adhering to established rules and regulations. Manage hostel staff, including housekeepers, cooks, and security personnel. Oversee meal planning, preparation, and service, ensuring nutritious and balanced diets. Coordinate with school authorities, parents, and guardians regarding student progress, concerns, and emergencies. Organize recreational activities, events, and programs to promote student engagement and well-being. Monitor student health, hygiene, and cleanliness, ensuring prompt medical attention when necessary. Manage hostel resources, including budgeting, inventory, and maintenance. Conduct regular inspections and audits to ensure compliance with hostel policies and standards. Provide 24/7 availability for emergencies, concerns, or student support.

Plans, manages, and coordinates all activities related to the sourcing and procurement of necessary materials and supplies needed to meet the changing levels of product demand. Ensure seamless flow of goods in an efficient, cost-effective and timely manner between the global factories, our warehouse and clients. Work closely with cross functional teams (Finance, production, Marketing, and Sales Teams) to ensure required RM availability to achieve planned capacity and production as per demand forecasted Plan and manage the RM & FG warehouse, stores along with quality control to meet audits and standards Manage the timely order fulfillment for the company Setup stock keeping norms and ensure norms are adhered to Ensure there is no sales loss due to stock unavailability Maintain optimal & healthy inventory at all times Vendor Management and audits Managing and controlling overall logistics cost Manage routine administrative expenses

We are looking for 1 Wedding Planner Post in Chandigarh, Customer Accounts Manager, Customer Care Consultant, Customer Facilitator, with deep knowledge in Customer Accounts Manager, Customer Care Consultant, Customer Facilitator and Required Educational Qualification is : Other Bachelor Degree

Manage all accounting transactionsPrepare budget forecastsPublish financial statements in timeHandle monthly, quarterly and annual closingsReconcile accounts payable and receivableEnsure timely bank paymentsCompute taxes and prepare tax returnsManage balance sheets and profit/loss statementsReport on the companys financial health and liquidityAudit financial transactions and documentsReinforce financial data confidentiality and conduct database backups when necessaryComply with financial policies and regulations

For accounts & supervision for office & factory (if possible)