Cash Management Job Vacancies in Kolkata

Customer Service: Greeting customers immediately, identifying needs, and providing recommendations.Sales & Transactions: Processing cash, credit, and digital payments accurately using POS systems.Product Knowledge: Educating customers on product features, benefits, and warranties.Inventory Management: Replenishing stock, updating inventory records, and maintaining clean, organized displays.Order Fulfillment: Receiving, assembling, and processing customer orders for pick-up or shipping

As an Admin Executive, you will play a vital role in ensuring the smooth operation of our office. Your primary responsibilities will include:- **Office Management**: Oversee daily office activities to maintain an organized and efficient workspace, ensuring that all office supplies are in stock and equipment is functioning properly.- **Documentation**: Prepare, file, and maintain important documents and records accurately, ensuring that all information is easily accessible when needed.- **Communication Coordination**: Serve as a point of contact for internal and external communications, managing phone calls, emails, and correspondence effectively to ensure clear information flow.- **Support to Team Members**: Assist team members with administrative tasks such as scheduling meetings, preparing reports, and handling travel arrangements to support their work efficiently.- **Data Entry**: Enter and update data in the companys systems or databases, ensuring that all information is accurate and up-to-date.To excel in this role, you should have:- Strong organizational skills to manage multiple tasks and prioritize effectively.- Good communication skills, both verbal and written, to interact clearly with colleagues and clients.- Basic computer proficiency, especially with Microsoft Office Suite (Word, Excel, PowerPoint).- Attention to detail to ensure accuracy in documentation and data entry tasks.- A proactive attitude and willingness to learn in a fast-paced environment.Ideal candidates will be recent graduates with a background in B.A., B.Com, or a relevant professional degree, and should be able to work full-time in the office located in Ramchandrapur.

As an Investment Counsellor in Kolkata, you will play a crucial role in helping clients make informed investment decisions. Your primary focus will be on understanding their financial goals and crafting tailored investment strategies.**Key Responsibilities:**- **Client Consultation:** Engage with clients to understand their financial objectives and risk tolerance, ensuring personalized service and advice.- **Portfolio Management:** Monitor and manage client investment portfolios to align with their goals, regularly reviewing performance and making necessary adjustments.- **Market Analysis:** Conduct thorough research on market trends and investment options, providing clients with relevant and timely information.- **Investment Recommendations:** Offer informed suggestions on investment opportunities that suit clients needs, ensuring clear explanations of potential risks and returns.- **Relationship Building:** Develop strong, trust-based relationships with clients, fostering ongoing communication to enhance customer satisfaction and loyalty.**Required Skills and Expectations:**Candidates should possess a strong understanding of investment products and financial markets. Excellent communication skills are essential for clearly conveying complex information to clients. Critical thinking and analytical abilities are needed to assess market trends and make strategic recommendations effectively. A proactive approach to problem-solving and a dedication to client service will ensure success in this role. The ideal candidate should also have a relevant educational background in finance or related fields, along with a willingness to continually learn and adapt in a dynamic investment environment.

Job Description: Building and maintaining strong relationships with HNI / Ultra HNI clients both Individual & Non-Individual while understanding their financial goals, risk tolerance and investment preferences. Driving Revenue generation through cross-selling of Wealth Products like MF/SIP, Bonds, Insurance, and Asset (Loan). Acquisition of New Clients for D-Mat and Trading account and providing them with Equity research advisory for Investment and Trading needs of the Investor. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Meeting with potential Investors (Physical or Virtual) for discussing and proposing him/her the investment opportunities available with Eureka Securities PCG. Keeping constant touch with PCG Dealer/Equity Advisor for monitoring Equity portfolio of Investors on Regular basis. Weekly & Monthly Review of business and meetings with HOD & other Business Heads. Organising and conducting Seminar/ Meetings/ Investment Awareness programmes to generate leads for fresh & new investors. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions. Managing and achieving the internal budget product wise to maintain Monthly/Quarterly Score Card for performance evaluation.

- Greet and assist customers: The primary responsibility of a Counter Sales Executive is to greet customers as they enter the store, assist them with their inquiries, and provide information about products or services.- Process sales transactions: Another important task is to handle cash, credit card, or other payment methods to process sales transactions accurately. This includes issuing receipts and handling returns or exchanges.- Maintain cleanliness and organization: It is important to keep the counter area clean and organized to create a positive shopping experience for customers. This includes restocking merchandise and ensuring all display items are neatly arranged.- Promote products and upsell: Counter Sales Executives should have good product knowledge and be able to recommend additional items to customers to increase sales. This may involve explaining product features or benefits.- Resolve customer complaints: When customers have any issues or complaints, it is important for Counter Sales Executives to address them promptly and find a satisfactory solution to ensure customer satisfaction.Skills and Expectations:- Good communication skills: The ability to communicate effectively with customers and colleagues is essential for this role.- Basic math skills: A Counter Sales Executive should be comfortable handling cash and making change accurately.- Customer service orientation: A friendly and helpful attitude towards customers is crucial.- Ability to work in a fast-paced environment: The role may involve dealing with multiple customers at once, so the ability to stay organized and efficient is important.- Attention to detail: Keeping track of inventory, processing transactions correctly, and ensuring the counter area is presentable all require attention to detail.

Key Responsibilities:1) Day-to-day accounting of purchases and routine expenses2) Bank reconciliation statements and follow-up of differences3) GST compliance understanding of eligible & ineligible ITC, ITC reversal, and return support4) TDS compliance correct section selection, timely deduction, and basic compliance support5) Branch accounting and coordination with branches6) Inter-company / group company reconciliations7) Preparation of MIS reports Production, Sales, Expenses, and Standard vs Actual material consumption8) Accounting support for manufacturing operations (FMCG) including:a) BOM creationb) Production entries and consumption trackingPreferred Profile:1) Working knowledge of FMCG manufacturing accounting2) Hands-on experience with ERP/Tally3) Detail-oriented, process-driven, and capable of handling daily operations independently4) CA/ICWAI Inter Pass

Job Title: Relationship Manager Location:Dalhousie,KolkataIndustry: Mutual Fund Distribution and wealth managementSalary: 15k 20k Monthly (Negotiable)Experience: 06 Months 1 Year Experience Responsibilities:1.Follow up with existing clients and creating new clients 2.Meeting prospects 3.Meeting with corporate clients4.Arrange investor education session5.Development and presentation of the financial analysis to the clientQualification: 1.Excellent written and verbal communication skills2.12th pass or Minimum Bachelor's Degree in any discipline.3.Hands-on experience with MS Office, specially Microsoft Excel.Interested candidates may share their updated resume throughEmail id: soumadeep@sevensagesconsultancy.com / info@sevensagesconsultancy.com or WhatsApp: 9007526401/9123856117

Role and responsibilities ;-The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch teamRole Requirementso Educational Qualifications: Post Graduationo Experience: 1+ Years in sales/wealth management of handling the HNI clients.o Preferred industry back ground: Wealth Management, Banking, Investment Counsellingo Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

Extensive experience providing production support for Oracle Fusion Financials applications.Serve as the primary point of contact for functional support of Oracle Fusion Financials applications, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash Management.Investigate and analyze incidents and problems related to financial processes, striving for timely resolutions.Collaborate with technical teams to diagnose and resolve complex functional issues impacting the financial systems' performance and functionality.Deep knowledge of Oracle Fusion Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Cash Management

Job Description1. To identify and acquire the customers2. Maintaining the relationship with the customers.3. Retention of customers4. To cross-sell the investment party products5. To ensure to reach the revenue target. Acquiring new and prospective customersUnderstanding 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 expectation2. Give high priority service to the customers as per the company processes3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securitiesbroking, derivatives, bonds and all the products promoted by the company

Managing Relationship with Bank Branch.Providing sales support to assigned banks and complain handlingCoordinating with BMs for maximum allocation in Mutual Fund Products.Promoting Portfolio Management Services in Wealth segment of the banks.Build relation with the RM's in the bank & push them them to cross sell MFResolving customers complaints & ensuring customer satisfaction and providing counter sales services to customers as per customers requirements.

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.

Job Openings for 05 Equity Relationship Manager Jobs with minimum 1 Year Experience in Park Street, having Educational qualification of : Diploma,Professional Degree,Other Bachelor Degree,B.C.A,B.B.A,B.Com with Good knowledge in equity relationship manager, equity, mutual fund, insurance experienced preferred. etc.

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 calls

Job Description:We are currently recruiting a Senior Business Systems Analyst for SAP. Viewed as an expert in SAP system implementation and support, this position presents an opportunity for an experienced SAP functional/configuration and testing professional a qualified candidate to participate in our Financial Reporting Transformation initiative by defining effective business processes for our organization and configuring and testing the SAP system in support of this effort. As part of our established SAP team, the successful candidate will, under consultative direction, design, document, and implement complex applications and system enhancements for SAP.Job Requirements:Bachelor's degree in computer science, Information Systems, or Business or equivalent experience.Minimum of 4 years relevant SAP experience. Hands-on configuration experience required and required for this position.Experience in implementations of new SAP enhancements and conversions.Working Knowledge of Insurance Industry modules like FS-ICM (Incentive and Compensation Management) Commission Contracts, Remuneration Process, Settlement Process, Closing Operations, and FS-CD (Collections and Disbursements) Business Partner, Contract Accounts, Insurance Objects, Document Postings, Mass Activities, Payment Process/Media, Payment lot, check lot, etc.Extensive experience writing functional and technical specifications and unit test plans, end-user training, integration, functional, regression, UAT, performance, and end-to-end testing.Experience in setting up SAP banking, treasury, and cash management configuration and testing. Experience should include the setup, testing, and maintenance of house banks. the integration of SAP with banks NACHA files, check formats, and EDI and BAI file formats.Experience in a Financial Reporting business process transformation initiative.Basic ABAP knowledge - User Exits, BAPIs, BADIs, and creating queries.

Sourcing of New to Bank business banking accounts & Managing the Business Bankingportfolio assigned Assisting the clients business with different business banking products like OD/CC/BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolioclients Maintaining the service standards set by the bank in collaboration with the service supportteam Maintain Co-ordial relationships with internal stakeholder and external agencies togenerate leads for New to bank Clients.

Refer job description.Conduct daily sales calling with prospective new clients and identify their needs.Provide and develop solutions and suggest schemes to clients basis their requirements and goal Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line Update and cross sell products to existing clients and update them about the primary and secondary market trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of the organizationConduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numer

Greetings from the Royal HR Recruiter CompanyHuge Jobs Openings In Multiple Companies:-BPO CompaniesInsurance CompaniesEduTech CompaniesSoftware CompaniesBanksFinance CompaniesSecurities CompaniesLocation: openings in all locations of all zonesCTC:2LPA to 5LPAHiring Criteria:Age: 45 limit maximumRequired any Graduation/PGRequired 1 to 5 year's experienceExperience required into:Life InsuranceHealth insuranceSecuritiesFinancial ServicesBanking SalesHousing FinanceAny Loan salesAny Sales ExperienceGeneral InsuranceInterview Mode: Daily Walk-in interview DrivesSend cv whatappWe Provide FreeJobs in Pan India location. Regards,HR DIPANWITARoyal HR Recruiter TeamMumbai

We are URGENTLY hiring for AREA FUND RAISING MANAGER & FUND RAISING OFFICER with at least 2 years experience in DIRECT CUSTOMER SALES & MARKETING, (CONNECT NINE EIGHT THRE TO NIN ON THRE SEVEN FIV EIGHT)OUR PRODUCTS ARE a) Sales of 'PLANT ONE TREE PACK= Rs. 1,000/- b) Sales of 'PLANT FIVE TREES KIT= Rs. 2,500/- c) Sales of SPONSOR EDUCATE ONE CHILD Scheme= Rs. 1,500/- d) Sales of SCHOOL EDUCATION (PROJECT Name- BIDYA BAHDHU) e) Sales of BLESS ENVIRONMENT Studies (Online School) conducting Online training.contact Arindam Bhattacharya immediately.

Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades.Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity.Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team.Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures.Establish Bank as a wealth management provider in India. Undertake frequent competitor analysis so that product suite is in line with (or ahead of) competing banks.These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the brand.Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.

To lead the whole branch banking sales & operations.1. Enhancement of Deposit pool from customers.2. Establishing standards and delivery of service.3. Sale of non-deposit products. Cross selling targets progressively.4. Sale of MF and insurance products.5. Fee income.6. Branch administration.7. Regulatory compliance.8. Manage productivity, morale of branch personnel.