Cash Management Job Vacancies in Mumbai

We are looking for a dedicated Spa Receptionist to join our team in Mumbai. In this role, you will be the first point of contact for our clients, providing exceptional customer service and ensuring a welcoming atmosphere.**Key Responsibilities:**- **Greeting Clients:** Welcome guests warmly as they arrive, creating a pleasant first impression and setting a positive tone for their visit.- **Booking Appointments:** Manage the scheduling of spa services and treatments, ensuring accurate bookings and addressing any changes efficiently.- **Answering Calls and Inquiries:** Respond to phone calls and messages promptly, providing information about services and handling any questions or concerns from clients.- **Payments and Transactions:** Process payments for services, ensuring accuracy in billing and providing clients with receipts.- **Maintaining Cleanliness:** Ensure the reception area is clean and organized, contributing to a professional and inviting environment for clients.- **Supporting Staff:** Assist spa therapists and technicians as needed, helping to maintain smooth operations and positive client experiences.**Required Skills and Expectations:**- Strong communication skills to interact effectively with clients and colleagues.- Good customer service skills, with a friendly and attentive approach to client needs.- Basic computer skills for managing appointment systems and handling payment transactions.- Ability to work in a fast-paced environment, managing multiple tasks efficiently.- A positive attitude and willingness to learn about spa services and products.- Must be female and have completed at least the 10th grade in education. This is a full-time position and requires working from the office. Join us to create a soothing and enjoyable experience for our guests!

We are seeking a dedicated Counter Sales Executive to join our team in Andheri East. This full-time position requires a proactive individual who can enhance customer satisfaction while driving sales growth.**Key Responsibilities:**- **Customer Interaction:** Engage with customers in a friendly manner, understanding their needs and providing solutions to enhance their shopping experience.- **Product Knowledge:** Develop a strong understanding of our products and services to effectively answer customer inquiries and assist them in making informed decisions.- **Sales Generation:** Actively promote and sell products by identifying opportunities and encouraging add-on sales to boost overall revenue.- **Order Processing:** Accurately process customer orders and transactions, ensuring a streamlined checkout experience.- **Inventory Management:** Assist in monitoring stock levels, helping to restock items as needed to ensure availability for customers.- **Feedback Gathering:** Collect customer feedback to share with management for continuous improvement in service and product offerings.- **Team Collaboration:** Work closely with team members to achieve sales targets and contribute to a positive work environment.**Required Skills and Expectations:**The ideal candidate should have 2 to 8 years of experience in sales or customer service, preferably in a retail setting. A Bachelors degree in relevant fields is essential. Strong communication and interpersonal skills are crucial for building rapport with customers. Candidates should possess problem-solving abilities, demonstrate a proactive attitude, and show a willingness to learn. Reliability, teamwork, and a strong work ethic are expected, along with the ability to handle cash transactions accurately. Female candidates are preferred for this role.

*Accountant (CA Firm)*Location: MumbaiPosition: AccountantExperience: FreshersSalary: 15,000 25000 per monthAge Limit: Up to 40 Years*Skills Required:* Good knowledge of Tally Basic knowledge of GST Knowledge of Income Tax software will be an added advantage*Key Responsibilities:* Maintain day-to-day accounting entries in Tally Assist in GST and Income Tax related work Handle bookkeeping and maintain financial records Perform bank reconciliation and ledger verification Support in documentation and compliance work

Key Responsibilities Client servicing and query resolution Mutual fund transactions and documentation KYC, account opening, and client reports Compliance coordination and internal support

As a Cashier at our location in Dombivli East, Mumbai, you will be responsible for processing customer payments, handling cash transactions, and providing excellent customer service. Key responsibilities include accurately processing transactions, balancing the cash drawer, and resolving customer inquiries and issues.To excel in this role, you should have at least 1-4 years of experience in a similar position, preferably in a retail or hospitality setting. A graduate degree is required for this position. Strong mathematical skills, attention to detail, and excellent communication skills are essential. Additionally, we expect you to have a positive attitude, be reliable, and work well in a fast-paced environment. If you are a team player with a strong work ethic and a commitment to providing exceptional service, we encourage you to apply for this position.

Designation: Application Technology Leadlocation: Andheri East, Mumbaimax Hike Payable to Candidate: 30%relocation Allowance: No Allowance Shall Be Provided On Relocation. However, You May Source Candidates from Anywhere in India Provided He Relocates to Mumbai.industry: Candidate Has to Be from Mutual Fund Industry Only.position: Application Technology Leadjob Summary:as the Technology Solution Lead, You Will Be Responsible for Leading and Managing the Technology Solutions Function, Overseeing the Design, Development, and Implementation of Technology Solutions for Vendor Driven Applications and Support the Application Operations. You Will Collaborate with Cross-functional Teams, Including Business Stakeholders, Operations and Development Teams, to Identify and Deliver Innovative Technology Solutions that Drive Business Growth, Enhance Operational Efficiency, and Ensure Regulatory Compliance.key Responsibilities:1. Technology Solution and Architecture Planning and Execution: Develop and Implement a Comprehensive Software Solution Aligned with the Organization Goals and Objectives. Identify Opportunities for Technology-driven Innovation and Provide Recommendations On Emerging Trends and Solutions.2. Vendor Management: Manage Relationships with Technology Vendors, Including Software Providers, System Integrators, and Consulting Firms. Evaluate Vendor Proposals, Negotiate Contracts, and Ensure Timely and Quality Delivery of Vendor Services and Solutions.3. Solution Design and Architecture: Lead the Design and Architecture of Technology Solutions, Ensuring Alignment with Business Requirements, Scalability, Security, and Reliability. Evaluate and Select Appropriate Technologies, Platforms, and Frameworks to Support Solution Development.4. Project and Program Management: Oversee the End-to-end Project and Program Management Lifecycle for Technology Solution Initiatives. Define Project Scope, Timelines, Budgets, and Resource Requirements. Monitor Project Progress, Identify Risks, and Implement Mitigation Strategies.5. Stakeholder Management: Collaborate Closely with Business Stakeholders to Understand Their Requirements, Objectives, and Pain Points. Translate Business Needs Into Technology Solution Requirements and Ensure Effective Communication and Engagement Throughout the Solution Development Lifecycle.6. Solution Development and Implementation: Oversee the Development and Implementation of Technology Solutions, Including Custom-built Applications, Integration Projects, and Third-party Software Deployments. Ensure Adherence to Coding Standards, Quality Assurance, and Testing Best Practices.7. Regulatory Compliance: Ensure Technology Solutions Comply with Relevant Regulatory Requirements, such as Sebi Guidelines and Exchange Guidelines or Any other Industry-specific Regulations in the Broking Sector. Stay Updated On Regulatory Changes and Drive Compliance Initiatives.8. Performance Monitoring and Optimization: Establish Mechanisms to Monitor the Performance and Effectiveness of Technology Solutions. Implement Continuous Improvement Processes to Optimize Solution Performance, Scalability, and User Experience.9. Team Leadership and Management: Build and Lead a High-performing Technology Solutions Team. Provide Guidance, Mentorship, and Support to Team Members, Fostering Their Professional Growth and Creating a Collaborative and Innovative Work Culture.10. Technology Trends and Innovation: Stay Abreast of Emerging Technologies, Trends, and Industry Best Practices. Evaluate Their Applicability to the Broking Firm's Technology Landscape and Make Recommendations On Adopting Innovative Solutions to Drive Business Growth and Operational Excellence.qualifications and Experience: Bachelor's or Master's Degree or Equivalent in Computer Science, Information Technology, or a Related Field. Overall 12+ Years Experience in Technology Solution Design, Architecture, and Delivery, Minimum 5+ Years Within the Amc, Broking or Financial Services Industry. Strong Knowledge of Technology Platforms, Frameworks, and Software Development Methodologies. Familiarity with Fintech Ecosystem Working for Broking Systems, Trading Platforms, and Financial Market Data Feeds Experience in Project and Program Management, with a Track Record of Successfully Delivering Technology Solutions On Time and Within Budget. Excellent Leadership and Team Management Skills, with the Ability to Motivate and Inspire Teams to Achieve High Performance. Strong Analytical and Problem-solving Abilities, with a Focus On Delivering Innovative and Value-driven Technology Solutions. Excellent Communication and Interpersonal Skills, with the Ability to Effectively Engage with Stakeholders At all Levels. Familiarity with Regulatory Standards and Guidelines Relevant to the Broking Industry, such as Sebi Guidelines, Exchange Processes as Applicable for Technology Stack, is Necessary Certifications in Relevant Technologies, Project Management, or Enterprise Architecture Frameworks (e.g., Togaf) Would Be Beneficial.

The Cafe Incharge is responsible for overseeing the day-to-day operations of the caf, including managing the kitchen crew, commis chefs, and assistant cooks. They are also in charge of customer handling, ensuring that customers receive excellent service and have a positive experience.Key responsibilities of the Cafe Incharge include food production, maintaining food quality and safety standards, and ensuring that orders are prepared and served in a timely manner. They must also manage the caf partner relationships, handle cash collection, and maintain accurate records.

We are hiring for wealth managers in one of the leading broking firm Min 7 yrs of experience required and location is based on Mumbai Churchgate Borivali AndheriCTC: Upto 14 LacsMale OR Female Anybody can apply.

Desired Profile Graduate / Post graduate 2yrs- 10 years of Sales experience in direct selling of financialproducts like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skillsJob Description: Will be responsible for primarily selling Equity based investment products (InvestmentAdvisory, Portfolio Management Services, PMS) Responsible for identifying customer needs, assessing their risk appetite and providing theminvestment options.

Department - Wealth ChannelDesignation: Manager - Affluent Client RelationsGrade: M3 / M4Years of Exp: 3 to 9 yrsRoles:1. Work closely with the branch team to reach out to high priority and affluent clients.2. Understand client needs and offer comprehensive wealth management solutions,including investments, insurance, PMS/AIF and structured products.3. Achieve AUM and revenue targets through cross-selling investment products to exitingclients4. Ensure high standards of client servicing and compliance with internal and regulatoryguidelines.5. Keep updated on market trends, investment products, and global financial news.6. Proactively identify new business opportunities within existing and potential clients.7. Participate in marketing and client engagement events.

Were Hiring: Wealth Manager Sales (Banking / Financial Services / Broking)Location: Delhi Mumbai Bangalore Experience: Minimum 23 years in PMS , Mutual Funds & AIFAge: Up to 40 yearsAbout the Role:We are looking for passionate Wealth Managers with strong expertise in Portfolio Management Services (PMS) , Mutual Funds and Alternative Investment Funds (AIF) to join our growing team. This role demands a proactive approach to wealth creation and client relationship management.Will be responsible for primarily selling Equity based investment products (Investment Advisory, Portfolio Management Services, PMS)Responsible for identifying customer needs, assessing their risk appetite and providing them investment options .What Were Looking For: 23 years of relevant experience in PMS , Mutual funds & AIF Strong understanding of investment strategies Excellent communication & client management skills

Receive cash for bill

Must have in casa , mutual fund, portfolio

Role & Responsibilities 1. Financial reporting: Preparing financial reports, including balance sheets and income statements 2. Financial analysis: Analyzing financial data 3. Internal controls: Monitoring internal controls to ensure compliance 4. Budgeting: Participating in budgeting processes and preparing budget outlines 5. Financial transactions: Managing financial transactions 6. Risk management: Evaluating and managing risk 7. Audits: Coordinating audit processes and assisting in compliance audits 8. Cash flow: Managing cash flow and minimizing bank balances 9. Financial compliance: Ensuring financial compliance 10. Payroll: Overseeing payroll responsibilities 11. Tax compliance: Monitoring tax compliance issues 12. Any other data preparation as required. Key Requirements Bachelors degree in finance alongwith CA At least 10 to 12 years of experience as Financial controller Good knowledge of MS Office, Zoho (if possible) Knowledge of Taxation, Accounting and Finance, Consolidation Experience in working for Listed company Digital marketing field experience is a must. Proficient in advanced Excel

Sell various types of insurance policies to potential clients such as car, home, health, and lifeinsurance.Build and maintain relationships with clients by providing excellent customer service.Analyze clients' current insurance policies and suggest add-ons or new policies to suit theirneeds better.Generate new business leads through various sources such as cold calls, networking events, andreferrals.Meet or exceed set revenue and sales targets every month.Stay up-to-date with changes in the insurance industry and new products.Provide support and assistance to clients during the claims process.Nurture client relationships and address clients' questions regarding financial plans andstrategies.Analyze clients' requirements and recommend the most suitable combination of financialsolutions offered by UPONLY to meet their short-term and long-term financial needs holisticallyand securely.Establish and maintain strong client relationships, providing ongoing support, regularlyreviewing investments for potential reassessment, and keeping clients informed about updatesInterested? Apply now on rishi.verma@uponly.in or call at 8451945239

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

We are urgently hiring the Chartered Accountant having 3+years experience of Management Accounting & IFRS Reporting Manager for leading healthcare group for Mumbai location.Company DescriptionLading Health Group is a multinational healthcare company operating in 20+ African countries, the Middle East, Asia, the US, Canada and Australia. We provide integrated, innovative and holistic health solutionsRole DescriptionThe Management Accountant & IFRS Reporting Manager is engaged in financial analysis in such areas as forecasting, budgeting, engaging in cost reduction analysis, and reviewing operational performance. Individual should manage funds in such a manner as to maximize return on investment while minimizing risk, while also ensuring that an adequate control structure is in place over the transfer and investment of funds.Critical experience3-4 years experience as management accountantIFRS experience essential.Consolidation experience is preferredExperience in collating, preparing and interpreting reports, Gross profit margin analysis budgets, accounts, commentaries, and financial statements.Minimum Education: Chartered Accountant QualificationsChartered Accountant Analytical SkillsFinancial Statements, Financial Reporting, and Accounting expertiseStrong background in FinanceExperience with IFRS reporting standardsExcellent attention to detail and organizational skillsAbility to work in a fast-paced environment and meet deadlines

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

Manage AIF Fund Organisation including set up, compliance, reporting Preparation of Deal Term sheet, Fee Letters, Information Memorandum, InvestmentTeaser, Investment Committee Note ROI, NPV, IRR and computation of other returns metrics Assist in structuring, review and execution of Transaction Documents and obtainingcustody letter from Debenture Trustee Checking application forms and Preparing MIS for Investors Review and rectify executed documents in case of any error Bank Account reconciliation/ Checking credit/ debit amount in Escrow Account Handling Disbursement request by Developer/ Investee companies and transferringfunds from Escrow Accounts (sync with use of funds per DTD) and obtain relevantInvoices/receipts from Developer Business Plan monitoring and reconciliation (Detailed cash inflows and outflows) Issuing Debenture Allotment Letters and confirming IRR start dates with Investors Maintaining deal tracker with respect to all the documents related to transaction Preparation of Interest Servicing statements (per latest Beneficiary Position statement)and ensure TDS payments for Debenture Holders Manage NOC and other request by Developer/ Investee Company Preparing Investor update letter for Investors Responding to queries raised by Investors Calculating security cover and keep track on Business Plan performance Ensure regular Interest and Principal payments per DTD. In case of any deviation,intimating Developer and Debenture Trustee and take appropriate steps Understand Accounts, taxation, financial analysis of each transaction

Supervise accounting transactions of all businesses of the group companyBudgeting income and expenditureIssuing invoicesCost ManagementIssue cheques to suppliers and service providersStatutory complianceEnsure all accounting statutory compliances, on time filingOn time statutory payments-PT, GST, TDS, PF, ESIC paymentsManaging working capitalPlanning and projecting outflows based on trends, budget, critical ingredients/ material and business requirements.Manage and maintain accounts receivable dataAccounts payable management as per termsMake all utility payments as per due dateCash flow projectionCash flow managementBankingFunding- long term and working capitalBanking transactions and relationshipsBanking adherence normsBank reconciliationAdhere to EXIM Banking normsEXIM documentations, FOREX payments, EPC loan and PCFC loanMISOn time financial reportsManagement information on sales, costs, out standingsBudget v/s actualPreparation of weekly outstanding reportsPreparation of monthly investment reportsStock records and auditsPetty Cash and Voucher recordsTeam managementTeam monitoring on internal systems of documentation/process adherenceManaging team to achieve targetsEvaluate and communicate performance periodicallyTeam training wherever requiredAny other tasks assigned by management from time to time based on business requirement

Supervise accounting transactions of all businesses of the group companyBudgeting income and expenditureIssuing invoicesCost ManagementIssue cheques to suppliers and service providersStatutory complianceEnsure all accounting statutory compliances, on time filingOn time statutory payments-PT, GST, TDS, PF, ESIC paymentsManaging working capitalPlanning and projecting outflows based on trends, budget, critical ingredients/ material and business requirements.Manage and maintain accounts receivable dataAccounts payable management as per termsMake all utility payments as per due dateCash flow projectionCash flow managementBankingFunding- long term and working capitalBanking transactions and relationshipsBanking adherence normsBank reconciliationAdhere to EXIM Banking normsEXIM documentations, FOREX payments, EPC loan and PCFC loanMISOn time financial reportsManagement information on sales, costs, out standingsBudget v/s actualPreparation of weekly outstanding reportsPreparation of monthly investment reportsStock records and auditsPetty Cash and Voucher recordsTeam managementTeam monitoring on internal systems of documentation/process adherenceManaging team to achieve targetsEvaluate and communicate performance periodicallyTeam training wherever requiredAny other tasks assigned by management from time to time based on business requirement