Array ( [0] => cash-management [1] => ahmedabad ) Cash Management Jobs in Ahmedabad,Cash Management Job Vacancies in Ahmedabad Gujarat
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Cash Management Job Vacancies in Ahmedabad

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Relationship Manager - Full Time

Rojgari Placements Pvt. Ltd

  • 2 - 8 yrs
  • Ahmedabad
Relationship Manager Relationship Officer Sales Insurance Insurance Sales Sales Executive Field Sales Mutual Funds Sales Loan Sales Financial Product Sales Sales Officer Customer Relationship Team Management Skills BFSI Negotiation Skills HNI Acquisition Customer Service Interpersonal Skills
We are seeking a dedicated Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 8 years of experience and a graduate degree. This full-time position requires a professional who excels in building and maintaining strong relationships with clients.Position:- Relationship ManagerLocation:- AhmedabadQualification:- graduationExperience:- Minimum 2 yearsNeed minimum 2 years experience in sale of insurance, mutual funds, loan sales, financial products etc...Interested candidate can contact on 7623888872
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Hiring For Wealth Manager

Ocean Finvest India Pvt Ltd

  • 1 - 2 yrs
  • 6.0 Lac/Yr
  • Ahmedabad
Marketing Mutual Funds Equity Sales Mutual Funds Sales Insurance Sales
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.
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Urgent Requirement For Collection Officer

Hogan Private Limited

  • 1 - 2 yrs
  • 1.5 Lac/Yr
  • Ahmedabad
Cash Collection
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.
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Hiring Freshers || Accountant (Female)

K. Gajanand Agency

  • 0 - 4 yrs
  • 2.8 Lac/Yr
  • Sarangpur Ahmedabad
Cash Budget Management Skills Cash Handling Balance Sheet
We need an accountant. If you are interested, please come. We need responsible staff
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10th Pass Freshers For Cafe Incharge

Ajays Cafe

  • 0 - 4 yrs
  • 1.8 Lac/Yr
  • Chandkheda Ahmedabad
Cafe Partner Customer Handling Handling Food Packaging Customer Relationship Cash Collection Management Skills Team Building Food Service Food Production
Cafe staff required for ajays cafe, full time, no cooking work, only processing and serving
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Walk-in Interview For General Accountant

Akshar Placement Service

  • 3 - 5 yrs
  • 3.5 Lac/Yr
  • C. G. Road Ahmedabad
Tally ERP Tally GST Balance Sheet TDS Cash Flow Management Accounting Software
Required for Wholesale Gold dealers at CG Road, with experience, of Tally, Accounts Entry, GST, TDS, Billing, money transfer and receive, Stock maintenance etc.
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Cashier

SUVARNAKALA PVT. LTD

  • 1 - 2 yrs
  • 2.3 Lac/Yr
  • Navrangpura Ahmedabad
Cashier Activities Cash Handling Money Transfer Petty Cash Management Bank Reconciliation Counter Sales Cash Collection Fund Transfer
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
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Relationship Manager Wealth

Caring Click Enterprises

  • 1 - 7 yrs
  • 3.5 Lac/Yr
  • Ahmedabad
Equity Sales Client Relationship Mutual Funds Financial Advisory
Reactivate inactive clients PAN-India via phone / online engagement. Encourage clients to Start SIPs or invest in mutual funds, Direct Equity ,PMS, or bonds. Achieve SIP and AUM mobilization targets as per plan. Source new clients through referrals and personal networks. Conduct portfolio reviews, performance updates, and client follow-ups. Maintain accurate CRM records and adhere to SEBI / AMFI compliance standards.
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Opening For Accountant

Impero IT Services

Petty Cash Management Information Technology Bank Reconciliation Balance Sheet Cash Handling Finance
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.
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Sales Manager- Equity,Equity Portfolios,Pms,Mutual Fund

Growthinvesting Pvt. Ltd.

Equity Sales Online Sales Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Relationship Market Analysis Market Forecasting Wealth Manager HNI HNI Client Handling HNI Relationship Manager
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
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Relationship Manager / SR. Relationship Manager

BS2 Hire (Path of Career Solution)

HNI Acquisition Broking Advisory Securities Equity PMS Mutual Funds Investment Derivative NISM
Job Description1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company
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Looking For Collection Officer

Kavya Management Services

Collection Officer Credit Collection Cash Collection Collections Recovery Collection Agent Recovery Agent
1. Tele Collection Officer (DRA & Non DRA) -Location Designation Count Language DRA/Non-DRA Monthly Gross SalaryWadala - Mumbai TCO 15 Hindi/English NON-DRA 13k to 18kWadala - Mumbai TCO 5 Tamil NON-DRA 13k to 18kWadala - Mumbai TCO 5 Telugu NON-DRA 13k to 18kWadala - Mumbai TCO 5 Kannada NON-DRA 13k to 18kThane - Mumbai TCO 10 Hindi/English NON-DRA 13k to 18kThane - Mumbai TCO 35 Hindi/English DRA 16k to 22kWadala - Mumbai TCO 10 Hindi/English DRA 16k to 22kDelhi Office TCO 9 Hindi/English DRA 16k to 22k2. Field Collection Officers (Non DRA) Location City Designation Count Language DRA/Non-DRA Monthly Gross SalaryMumbai Central Mumbai FCO 2 N/A NON-DRA 16k to 19kMumbai Harbour Mumbai FCO 2 N/A NON-DRA 16k to 19kMumbai Western Mumbai FCO 2 N/A NON-DRA 16k to 19kMumbai South Mumbai FCO 2 N/A NON-DRA 16k to 19kMira Bhayandar Mumbai FCO 2 N/A NON-DRA 16k to 19kThane/Diva Thane FCO 2 N/A NON-DRA 16k to 19kKalwa Thane FCO 2 N/A NON-DRA 16k to 19kPune City Pune FCO 1 N/A NON-DRA 16k to 19kPune Outskirts Pune FCO 1 N/A NON-DRA 16k to 19kAhmedabad East Ahmedabad FCO 1 N/A NON-DRA 16k to 19kAhmedabad West Ahmedabad FCO 1 N/A NON-DRA 16k to 19kAmbernath Thane FCO 1 N/A NON-DRA 16k to 19k3. Field Collection Officers (DRA) Location City Designation Count Language DRA/Non-DRA Monthly Gross SalaryMumbai Central Mumbai FCO 3 N/A DRA 16k to 22kMumbai Harbour Mumbai FCO 3 N/A DRA 16k to 22kMumbai Western Mumbai FCO 3 N/A DRA 16k to 22kMumbai South Mumbai FCO 3 N/A DRA 16k to 22kThane/Diva Thane FCO 3 N/A DRA 16k to 22kKalwa Thane FCO 2 N/A DRA 16k to 22kKey Requirements for All Positions: Education: Minimum qualification of 12th grade or equivalent. Graduation is a plus. Experience: Prior experience in collections is preferred (but not mandatory). Skills:o Strong communication skillso Ability to handle customer queries and complaintso Strong negotiation skillso Ability to work under pressure and meet deadlines
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Urgent Requirement For Wealth Manager

Wow

  • 3 - 9 yrs
  • 10.0 Lac/Yr
  • Ahmedabad
Wealth Manager Marketing Stock Broking Equity Sales Mutual Funds
To sell wealth product like Pms ,Aif & Mutual funds
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Looking For Wealth Manager

Analah Capital Pvt Ltd

Mutual Funds Sales Insurance Sales Private Equity
Analah is a global investment platform specializing in Private Equity, Mutual Funds, PMS, AIF, Insurance, Real Estate products. We are seeking a Wealth Relationship Manager to manage relationships with distributors, family offices, and high-net-worth individuals (HNWIs) by providing personalized investment strategies.Profile: Private Banker - Wealth Relationship Manager Key ResponsibilitiesRelationship Management: Build and maintain strong relationships with B2B distributors, family offices, and HNW clients.Products: Products comprising of Private Equity, Unlisted shares, Startup Investments , Mutual Funds, PMS, AIF , Insurance and Real Estate offerings Portfolio Management: Monitor and adjust portfolios to align with client goals; conduct regular performance reviews.Sales and Business Development: Expand client and broker relationships, network actively, and meet sales targets.Compliance and Risk Management: Ensure regulatory compliance and assess investment risks.Qualifications- Education: Bachelors degree in finance, Business, or Economics (MBA or CFA preferred).- Experience: Proven background in wealth management or investment advisory and offering wealth management solutions - Skills: Strong financial analysis and interpersonal skills; experience managing HNW portfolios or broker relationships.Compensation & BenefitsSalary Hike: Competitive based on experience and performance.Profit Sharing: Up to 50% based on performance targets.ESOP: Available after 3 years, at managements discretion.Age Bracket: 2340 years.Location: Mumbai, Ahmedabad, and Jaipur.Designation: Partner, Senior VP, VP, Senior Manager, Manager Number of Openings: 36
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Sale Manager

JK Securities Pvt. Ltd.

  • 1 - 7 yrs
  • 9.0 Lac/Yr
  • Ahmedabad
Mutual Funds Sales
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.
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Mutual Funds Sales - Ahmedabad

Clarion Insurance Broking Service Pvt Ltd

  • 1 - 2 yrs
  • 3.5 Lac/Yr
  • Ahmedabad
Sales Manager Mutual Funds Sales Financial Sale Walk in
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.
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Relationship Manager - Mutual Funds Sales

TETRAHED

Mutual Funds Sales
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
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Relationship Manager

Selections HR Services

Upselling Cross Selling Sale Client Acquisition Client Relationship Manager Mutual Funds Sales Insurance Sales B2C Sales
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
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Bancassurance Managers - Life Insurance

ConnectIN Jobs Global

Bancassurance Sales Executive Loans Banking Insurance Insurance Sales Financial Services NBFC Mutual Funds Casa Walk in
Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.
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Fund Manager

Drishti Consultancy

  • 4 - 5 yrs
  • Ahmedabad
Fund Manager Work From Home
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.
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Enrollment Councilor (Female)

Growthinvesting Pvt. Ltd.

Educational Sales Equity Sales Online Sales Tele Sales Manager Tele Sales Officer Tele Caller Tele Counselor Tele Marketing Executive Mutual Funds Sales Portfolio Manager Stock Market Stock Exchange Stock Analysis Stock Valuation Equity Dealer Equity Trader Equity Broking Client Engagement Manager Customer Management Customer Manager Customer Relationship Market Analysis Market Forecasting Derivative Market Investment Planning Investment Strategies Investment Analysis Investment Management
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.
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Urgent Requirement For Mf Sales Manager

Clarion Insurance Broking Service Pvt Ltd

  • 1 - 2 yrs
  • 3.5 Lac/Yr
  • Ahmedabad
Mutual Funds Sales Mutual Funds Sales Manager Walk in
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.
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