Cash Management Graduate Jobs in Ahmedabad

We are looking for a Wealth Manager in Ahmedabad who will assist clients in managing their financial resources to achieve their financial goals. This role requires a proactive approach to client relationships and a strong understanding of investment strategies.**Key Responsibilities:**- **Client Relationship Management:** Build and maintain strong relationships with clients by understanding their financial needs and providing tailored advice and support.- **Portfolio Management:** Analyze clients investment portfolios and suggest strategies to optimize returns while aligning with their risk tolerance.- **Market Research:** Conduct regular research on market trends and investment opportunities to keep clients informed and make sound recommendations.- **Financial Planning:** Develop comprehensive financial plans based on clients' goals, including retirement planning, tax strategies, and estate planning.- **Compliance Management:** Ensure all financial advice and transactions follow the legal regulations and internal policies to protect clients' interests.**Required Skills and Expectations:**Candidates should have 1 to 2 years of relevant experience in wealth management or financial advisory roles. Strong analytical skills are essential for assessing investment opportunities. Excellent communication skills are necessary to explain complex financial concepts clearly to clients. The ideal candidate must be client-focused, demonstrating a commitment to helping clients achieve their financial objectives. Familiarity with financial software and investment tools will be advantageous. A proactive attitude and a passion for the finance industry are crucial for success in this position.

As a Collection Officer in Ahmedabad, you will be responsible for managing and collecting payments from clients appropriately and professionally. Your main goal will be to ensure that all dues are collected and that relations with clients are maintained positively.**Key Responsibilities:**- **Contact Clients for Payments:** Reach out to clients who have overdue accounts, reminding them of their payment obligations and encouraging prompt payment.- **Maintain Records:** Keep detailed records of all communications and transactions with clients to ensure accurate tracking of payments and follow-ups.- **Resolve Disputes:** Address any disputes regarding payments by working with clients to find resolution while maintaining a professional attitude.- **Follow Up on Delinquencies:** Regularly follow up with clients who have not made payments, using various methods such as calls, emails, and letters.- **Report on Collection Status:** Prepare regular reports on the status of collections, providing insights into delinquency rates and forecasting cash flow.**Required Skills and Expectations:**- A minimum of 1 to 2 years of experience in collections or a related field is essential, demonstrating a solid understanding of payment processes.- A degree in B.A., B.B.A., or B.Com is required, ensuring a foundational knowledge of business and finance.- Strong communication skills are crucial, enabling you to convey messages clearly and resolve issues effectively.- Attention to detail is important for maintaining accurate records and identifying discrepancies.- A professional demeanor and ability to work in a team-oriented office environment are expected, along with a commitment to achieving collection targets.

Required for Wholesale Gold dealers at CG Road, with experience, of Tally, Accounts Entry, GST, TDS, Billing, money transfer and receive, Stock maintenance etc.

We are looking for 2 Cashier Posts in Navrangpura, Ahmedabad, with deep knowledge in Cashier Activities, Cash Handling, Money Transfer, Petty Cash Management, Bank Reconciliation, Counter Sales, Cash Collection, Fund Transfer and Required Educational Qualification is : B.C.A, B.B.A, B.Com, M.C.A, M.B.A/PGDM, M.Com

Key Responsibilities:Manage and maintain petty cash and daily office expenses.Record cash inflow and outflow (In & Out) accurately.Raise bills and invoices for clients and vendors.Ensure timely and accurate transaction entries and reconciliations.Maintain proper documentation of:All bills, receipts, and payment proofsInvoices raised and receivedVendor and client payment confirmationsEnsure records are organized, audit-ready, and easily retrievable.Work closely with the finance team to maintain clean and compliant books.Use tools like Tally, Excel, Zoho Books, Sage or similar for day-to-day accounting.Coordinate with vendors, internal teams, and CA for accounting clarity.Follow up on outstanding invoices and update payment status regularly.Reporting every End of the month.Requirements:B.Com / M.Com or related qualification.1+ year experience in a software/IT firm.Proficiency in Tally, Excel, or other accounting software.Good understanding of invoice handling, GST, and basic compliance.Strong attention to detail and ownership of timely entries.Compulsory to Have:Experience in IT CompanyEnglish Communication SkillExposure to client billing models in a services environment.

Job descriptionCompany: Growth InvestingLocation: Sector 46, Gurgaon (Work from Office + Work From Home)Job Type: Full-TimeSalary: 3.00 6.00 Lacs per Annum +IncentivesAbout us:GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. WE are SEBI-registered & Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis .Role OverviewAs a Sales Manager, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.This role is ideal for someone who understands the Investing, stock market & Mutual fund, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.Key ResponsibilitiesLead Generation: Identify and qualify leads through outbound calls, emails, and digital channelsClient Engagement: Educate potential investors on stock market investing and our offeringsPortfolio & Trading Advisory: Match clients with:Equity PortfoliosIndex Derivatives (Options & Futures)Equity DerivativesOption StrategiesCommodity DerivativesSales Execution: Pitch and close investment solutions including:Mutual FundsEquity portfolio'sGrowth Investing SmallcasesEquity & Derivative Trade PlansTarget Achievement: Meet client onboarding and revenue goalsCRM & Follow-ups: Maintain records, nurture leads, and build strong client relationshipsWhat Were Looking ForEducation:Bachelors Degree Must (B.Com - Preferred)NISM Certification (Preferred Series XV)Experience:Minimum 2 years in sales of Mutual Fund, Equity, Equity portfolios, PMS, AIF, mutual funds, or VC productsMinimum 2 years of exposure to equity + derivatives marketsTrading experience is a strong plusSkills:Strong understanding of equity market basics and derivative strategiesExcellent communication & consultative selling abilityTarget-driven, organized, and self-motivatedPrior experience with CRM or sales tracking tools is preferredPerks & BenefitsLearn directly from a SEBI-registered Research AnalystBe part of a growing fintech research & advisory startupTransparent incentive + bonus structureExposure to real-world equity & derivative strategiesClear growth path into wealth advisory or portfolio strategyJob Types: Full-time, PermanentPay: 300,000.00 - 600,000.00 per yearBenefits:Flexible scheduleInternet reimbursementWork from homeEducation:Bachelor's (Required)Experience:Equity & Derivative : 2 years (Required)Language:English/Hindi + 1 Regional Language (Required)License/Certification:NSIM XIV (Required)Work Location: In personSpeak with the employer +91 9810500199Application Deadline: 20/08/2025Expected Start Date: 20/08/2025

Job Title: Sales Manager (Mutual Fund)Job Summary: The job description of a Sales Manager in the mutual funddivision of the broking industry involves a combination of leadership, sales,and financial expertise.Sales Strategy: Develop and implement effective sales strategies to achieve businessobjectives. Analyze market trends, customer needs, and competitor activities toidentify opportunities for growth. Collaborate with other departments to align mutual fund offerings withoverall business goals.Client Relationship Management: Build and maintain strong relationships with clients, including individualinvestors and institutional clients. Provide personalized financial advice and recommendations based onclients' financial goals and risk tolerance. Resolve client inquiries and concerns promptly to ensure high levels ofcustomer satisfaction.Product Knowledge: Stay updated on market trends, economic indicators, and regulatorychanges affecting mutual funds. Thoroughly understand the features and benefits of various mutual fundproducts offered by the broking firm. Communicate complex financial concepts in a clear and understandablemanner to clients and team members.Sales Reporting and Analysis: Generate and analyze sales reports to track team and individualperformance. Use data-driven insights to identify areas for improvement andimplement corrective actions. Prepare regular reports for senior management outlining keyperformance indicators and achievements.Business Development: Identify and pursue new business opportunities to expand the client base. Collaborate with marketing teams to develop promotional campaigns andmaterials. Attend industry conferences and networking events to enhance the firm'svisibility.

Hiring for 3 Mutual Funds Sales Jobs in Ahmedabad,Sales Manager,Mutual Funds Sales, with minimum 1 Year Experience,Required Educational Qualification is : Other Bachelor Degree with Good knowledge in Sales Manager,Mutual Funds Sales etc.

Responsibilities: To promote all the product line of ICICI Prudential Mutual Fund To up sell ICICI Prudential Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling ICICI Prudential Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly callsQualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSIDesired Skill: Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently

Job Details :- Channel: Distribution Expansion We are planning to acquire completely new clients who have not previously invested in ICICI Prudential AMC. To acquire these clients the RMs should be able to source them directly from the open market without any database or lead support. Mandatory hygiene check: - Strong communication skills - Smart personality and selling attitude with good knowledge of Mutual Funds. - Avoid Virtual Relationship Managers who dont meet the clients personally. - Open for Field sales, cold calling and new client acquisitions - Need to source clients directly from the open market, no database would be provided - Should be willing to come for physical interview. - NISM certified preferred, if not candidate has to clear NISM prior to joining

Job Openings for 371 Fund Manager Jobs with minimum 4 Years Experience in Ahmedabad, Gujarat having Educational qualification of : B.C.A with Good knowledge in HI etc.

Key responsibilities:Work in Tally ERPJournal entries i.e. Sales Entry, Purchase Entry, etc.Bank ReconciliationDebit/Credit Note, Stock entriesTDS and GST calculation

Only candidates with a background in construction, real estate, or infrastructure should apply.Designation Account ManagerExperience 8+ YearsQualification C.A. / M.B.A / Minimum Graduate Preferred Industry Construction, Real Estate, InfrastructureJob Location Near Iscon circle, AhmedabadCTC No Bar for Right Candidate.Roles and Responsibilities: Well verse of Tally ERP 9, ERP software Finalization of Accounts Preparing balance sheet, coordinate and consult with Auditor. (Individual, HUF,LLP, Partnership, Pvt. Ltd Companies) Income Tax, TDS, GST, RERA (Calculation, payment , return filing and Audit Assistance) Compliance for ROC work, FEMA work Fund Management Book keeping, bill processing, and other documentation Payroll process and TDS working for individual employees PF and PT working and payment process and return for the same Dealing with various consultants, Auditor Dealing with Banks for day to day work New company partnership firm and LLP formation Tax Audit of various Entities Income Tax Matters Transfer Pricing related Audit and Compliance

We are looking for Relationship Managers / Imperia Relationship Managers with a leading Indian Bank having one of the largest client base in India.Requirements:- to 12 years of Experience in sales of banking products (like: CASA, Loans, Insurance, Mutual Funds, Investments etc)- Excellent sales orientation, inter-personal skill & communication skills- Good networking with HNI / Ultra HNI clients, as role involves handling HNI & Ultra HNI clients

Candidates Should Have Knowledge Of Accounting Software, Responsibilities Of Candidates Include: Should Be Able To Maintain Bank Statements Settle Costs On Balance Sheets Manage Invoices Help The Senior Accounts Team

DESCRIPTIONDesignation : Collection OfficerQualification : 12th, GraduationExperience : 1 yearSalary : 15000-30000/pmLocation : AhmedabadIndustry : FinanceSkills Required: Negotiation skills, relationship skills. Affirmative in nature, strong Leadership skills, Clarity of thought and perseveranceJob role & ResponsibilityDUTIES AND RESPONSIBILITIES- Manage and deliver monthly performance in terms of resolution, rolls backs, recovery rates /values as per target set for the assigned portfolio.-To achieve collection targets of the Respective Branch assigned, ensuring meeting PI Targets, Meeting the Target on Cost of Collections.-Achieve the money collection under principal, fees & charges as per targets.-Regular visit to yard and reporting the discrepancies/complaint item as a visit report. Ensure repo process.-Effectively address disputes, expired etc. cases to prevent any probable escalation and highlight sensitive accounts to Collection Officer to prevent the same. Solving nonstarter cases-Ensure trails updates are recorded in web- collection for follow up on normal portfolio.-Ensure that the resources are optimally used with the number of visits, contacts, PTP conversion ratio etc.-Settlement process involving issue of settlement letters to be in line with approvals received. Ensure nil delay in cash TAT and MIS-posting of payments.-Negotiation skills, relationship skills. Affirmative in nature, strong Leadership skills, Clarity of thought and perseverance.-Working knowledge of computers.

Location : Gurugram, HaryanaWork Preference: Work from Home/Work From OfficeJob Description : Enrollment AdvisorEmployment Type: Full-timeAbout GrowthInvesting.inGrowthinvesting.in is a leading platform offering expert-led Equity Portfolio's , Model Portfolio and Research Calls on stock/Equity/Derivative trading, financial markets, and investment strategies.Position OverviewWill play a pivotal role in guiding potential Investors & customers to enroll in our Equity Portfolios on Smallcase.com.If you are passionate about financial markets and education and have the drive to succeed, we'd love to hear from you. Share resume to help@growthinvesting.in or share your resume on 9810500188. Incentives-Lucrative performance-based incentives.Key Responsibilities1. Customer Engagement: Reach out to potential customers who have expressed interest in growthinvesting.in Model Portfolio Management. Understand their needs and provide tailored advice on offerings.2. Model Equity Portfolio Promotion: Clearly articulate the benefits of enrolling in our Equity Portfolio on Smallcase.com and Mobile Application, including mentorship under expert Research Analysts and detailed content.3. Lead Conversion: Achieve and exceed enrollment targets through consultative selling techniques. Follow up with leads to close sales effectively4. Knowledge Application: Utilize your understanding of stocks and financial markets to build trust and credibility with potential customers.5. Reporting: Maintain accurate records of customer interactions and sales progress.Working knowledge of stocks, trading, and financial markets.1.Strong communication and interpersonal skills.2.Ability to build rapport and engage customers effectively.3.Self-motivated and target-driven mindset.4.Basic proficiency in using CRM tools and MS Office.

Hiring for 4 mf Sales Manager Jobs in Ahmedabad,Mutual Funds Sales,Mutual Funds, with minimum 1 Year Experience,Required Educational Qualification is : Other Bachelor Degree with Good knowledge in Mutual Funds Sales,Mutual Funds etc.