Array ( [0] => finance-accounts-officer [1] => delhi ) 100+ Finance Accounts Officer Jobs in Delhi,finance head Job Vacancies in Delhi
101

Finance Accounts Officer Job Vacancies in Delhi

filter
  • Location
  • Role
  • Functional Area
  • Qualification
  • Experience
  • Employer Type

Account Manager - Full Time

SN Beverages

  • 1 - 2 yrs
  • 3.3 Lac/Yr
  • Anand Parbat Delhi
Tally Income Tax Tally ERP
We are looking for a dedicated Account Manager to join our team in Anand Parbat. In this role, you will be the main point of contact for our clients, ensuring their needs are met and helping to build strong relationships.**Key Responsibilities:**- **Client Relationship Management:** Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.- **Project Coordination:** Oversee projects from start to finish, ensuring they are completed on time and meet client expectations.- **Communication:** Act as a liaison between clients and internal teams to communicate project objectives, updates, and feedback effectively.- **Performance Monitoring:** Track and analyze account performance metrics to identify opportunities for improvement and efficiencies.- **Reporting:** Provide clients with regular updates and reports on project progress and outcomes, ensuring transparency and ongoing engagement.- **Issue Resolution:** Address and resolve any client concerns or issues promptly, ensuring high levels of customer satisfaction.**Required Skills and Expectations:**The ideal candidate should have 1 to 2 years of experience in account management or a related field. Strong communication and interpersonal skills are essential for building relationships with clients and team members. A proactive attitude, problem-solving skills, and the ability to manage multiple projects simultaneously are crucial. You should be detail-oriented, able to analyze performance metrics, and possess a strong understanding of client needs. Familiarity with project management tools would be an added advantage. You must be willing to work from the office full time and actively contribute to a collaborative work environment.
View all details
Apply

Hiring For Portfolio Manager

Shivay HR Consulting

  • 6 - 12 yrs
  • 14.0 Lac/Yr
  • Delhi
Portfolio Manager Equity Analysis Equity Research Analyst Financial Planning Portfolio Planning Investment Analysis Walk in
Portfolio Manager - Graduate or Post Graduate Within Minimum 6-7 Years Exp in Stock Broking Industry .would Be Responsible for :devise and Implement Investment Strategies as per Clients' Goals and Constraints / Limits.select and Oversee the Investments to Meet the Financial Objectives of the Individual or Corporate Clientsresearch and Analyze Share Market Trendsidentify New Investment Strategies and Opportunitiesconstruct and Manage Portfoliosmake Decisions On What and When to Buy and Sell Stocks and Investmentsimplements Risk Management and Tax Planning Strategies.manages Client Relationships.identifies and Cultivates New Clients.develops and Grows a Book of Business.opens, Transfers, and Manages Client Accounts.
View all details
Apply

Looking For Audit Manager

Arth Manpower Consultancy

  • 1 - 5 yrs
  • 14.0 Lac/Yr
  • Delhi
Income Tax Bank Audit Direct Tax Statutory Audit Financial Statements Finance Auditing
Role Task ListPhase-11. To manage a team of junior CAs or semi qualified staff and carry out a review of workingsand reports prepared by them in the field of stock audits, Agency for specializedmonitoring, Lenders Independent Engineer, Technoeconomic Viability Studies and BankAudits.2. To discuss the above reports with senior officials of the company and the bank for itsupdation and finalization. To direct the team to perform the tasks required for updation ofreport.3. To coordinate access the ERP of the Company SAP, Tally for extracting reports like GL LineItems, Vendor Line Items, Debtors Ledger, Bank Ledgers, Trial Balance, Provisional Financialsetc. and send the reports with respective trackers to central analyst team.4. To coordinate on site verification of ledgers, statements, vouchers and supplementaryrecords as per instruction of analysts.5. To coordinate with regional office and central office analyst teams with updates on the datareceived, data pending, verification planned and verification done.6. To read the report and discuss with mid level officials at company for pending data points toaddress their queries/ requests for updation.7. To discuss the report with mid-level officials at the bank to understand their updationrequirements. To discuss on the data points required for same and take their help in gettingthe same form company.Phase - 28. To have excellent knowledge of excel so that workings in structured formats with respectto financial statements, bank statements, secretarial data can be made.9. To have excellent knowledge of MS Word and Adobe PDF.10. To maintain various trackers designed by management in excel for the above purposes andshare updates with respect to the same on various Whatsapp groups maintained by thecompany.11. Drafting letters and replies to mails, attending calls in respect of above matters.12. Usage of Gmail, Internet Explorer, MS Word, MS Excel, Adobe PDF.Skills and Knowledge1. Mandatory Chartered Accountant - Excellent knowledge of practical auditing, finance andbanking.2. Mandatory Expert and Rich Past Experience of ASM, Stock Audits, Financial Modelling,Lenders Independent Engineer Reports and all Bank Advances related work.3. Mandatory Rich Past Experience of Bank Auditing along with a robust conceptualknowledge.4. Excellent and clear communication skills.5. Experience of auditing EPC companies6. Accessing SAP and extracting reports from the same GL Line Items, Vendor Line Items, TrialBalance, Provisional Financials etc.7. Accessing Tally and extracting reports from the same.8. Advanced PDF Skills merging, compressing, extracting pages, reducing size etc9. Word Skills Font, Alignment, Line Spacing, Para Spacing10. Excel Skills Pivot Table, Excel Table, Sorting, Filtering11. Communication Skills12. Telephonic SkillsAttitude1. Managerial skills to coordinate and manage a team of 1-5 people.2. Energetic and Willing to Travel Around to various locations in and around the state.3. Organized and Systematic Workstyle.4. High Level of Persistence and Polite but effective Persuasion Skills.
View all details
Apply

Hiring For Assistant Manager – Compliance and Operations - Delhi,Noida,Delhi Ncr

JOB24by7 Recruitment Consultancy Services

  • 3 - 5 yrs
  • Delhi
PMS AIF Mutual Funds Mutual Funds Sales Operations Compliance Advanced Excel Taxation Financial Reports Operations Management Investment SEBI Assistant Manager
Asst. Manager - Compliance and Operations will be responsible for the end-to-end ownership of operational workflow of Category III AIF to cover the following deliverables:Periodically review exposure, drawdowns, and investor commitments against fund documents and regulatory limits.Conduct pre- and post-trade compliance checks (investment concentration limits, sector restrictions, leverage, etc.). Ensure transactions are within regulatory and fund-specific boundaries.Assist in drafting and updating internal compliance checklists, SOPs, and dashboards.Assist in preparation and filing of regulatory reports including SEBI AIF reports (monthly/quarterly), RBI/FEMA filings if applicable.Monitor compliance with SEBI AIF Regulations, PPM (Private Placement Memorandum), and internal investment guidelines.Validate accruals, expenses, performance fees and management fee computations as per PPM and agreements.Support audits and inspections (SEBI, statutory, internal) by providing required data and explanations.Coordinate daily/periodic NAV computation with fund administrator; review trial balance, valuations, and reconciliation reports.Ensure timely and accurate recording of fund transactions.Support investor queries related to capital statements, tax workings, and portfolio performance.Prepare financial statements, investor reports, and quarterly performance reports.Work closely with auditors for annual audits, tax filings, and statutory reporting.QUALIFICATIONS:1. CA / MBA (Finance) or equivalent professional qualification.2. 35 years of relevant experience in AIF/PMS/Mutual Funds or compliance.3. Working knowledge of SEBI AIF Regulations, Companies Act, and taxation aspects relevant to AIFs.4. Ability to comprehend financial reports5. Excellent working knowledge of excel6. Attention to detail is a MUST7. Strong written and verbal communication skills will be an added advantage in this role
View all details
Apply

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!

Jobs by Related Category

Business Development Manager (MBA Marketing) - female

Saej Solution

  • 1 yrs
  • 4.0 Lac/Yr
  • Karol Bagh Delhi
MBA Marketing Due Diligence Financial Consultancy Banking Insurance Nbfc
Good marketing skills with an attitude to generate business, Proven track record, excellent public relation managementMeeting with Clients, various professionals, and Sr. and middle management of nationalized banks for generating and empanelmentSoft-spoken, excellent communication skills, creative mind.Must have own vehicle. This position offers Great incentives. + reimbursement of actual conveyance
View all details
Apply

Openings For Property Manager || Freshers & Experienced

Nawaz Infrastructure and Developers Pvt Ltd

Lease Management Property Inspections Rent Collection Property Maintenance Tenant Relations Vendor Management Legal Compliance Contract Management Negotiation Budgeting Communication Problem-solving Team Leadership Financial Reporting Marketing
Urgent Need of Property Manager, Handsome Salary But Deriving Licence is Mandatory
View all details
Apply

Executive - Client Support

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner Product Portfolio Management Client Servicing Client Service Operations
Desired Candidate Profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description:Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews.
View all details
Apply

Account Manager

Janta Rubber Works

  • 3 - 4 yrs
  • 2.8 Lac/Yr
  • Kashmere Gate Delhi
Income Tax Book Keeping Bank Reconciliation Accounts Finalisation Bank Accounting
Need a full account manager for gst return, management and itr
View all details
Apply

Jobs by Popular Location

Manager Marketing & Merchandising (Freshers) Hyderabad/Surat/Mumbai

Payout Payment Gateway

Account Planning Financial Control Client Management
Honest, 'loyal candidates need who work perfectly will post in 3 month in head manager
View all details
Apply

Accountant

Hexa Global India

MS-excel OTC RTR Manager AR Associate General Accounting Accounts Processing
We are seeking a dedicated and detail-oriented professional to join our finance team as an Accounts Receivable (AR) & Record to Report (R2R) Executive. The ideal candidate should have at least 6 months of experience in accounting, a basic understanding of Excel, and a willingness to work in a US shift.Key Responsibilities:Accounts Receivable (AR):Generate and send invoices to clients on time.Track outstanding balances and follow up on overdue payments.Process and post customer payments accurately.Reconcile customer accounts and resolve discrepancies.Prepare AR aging reports and highlight risk accounts.Record to Report (R2R):Assist in month-end and year-end financial closing.Post journal entries and maintain general ledger accuracy.Support account reconciliations and variance analysis.Generate financial reports as required.Ensure compliance with accounting policies and company guidelines.Required Skills & Qualifications:6 months 2 years of experience in Accounts Receivable (AR) / Record to Report (R2R).Basic knowledge of Excel (VLOOKUP, Pivot Tables preferred).Understanding of basic accounting principles.Good communication skills to coordinate with US-based clients.Ability to work in a US shift (5:30 PM 2:30 AM).Experience with accounting software (SAP, Oracle, or similar ERP) is a plus.Interested candidates can reach out using the contact details below: Email: hexaglobalindia5@gmail.com WhatsApp: 6399149784
View all details
Apply

Assistant Commercial Manager

Ce Comfort Engineer Pvt Ltd

  • 5 - 9 yrs
  • 7.5 Lac/Yr
  • Delhi
Construction Contracts Financial Analysis Negotiation Skills Manager SCM Communication Problem Solving Team Leader
The Assistant Manager, Commercial plays a critical role in ensuring effective cost control and financial planning within the company and at individual MEP construction projects. This position is responsible for assisting in contract negotiation, managing project budgets, handling claims and variations, and ensuring compliance with company policies and contractual obligations.Key Responsibilities:Work closely with the Commercial Manager to prepare project budgets and assist in the identification of commercial risks and work with the project team to mitigate them.Monitor project costs and expenses, ensuring they align with the approved budget.Review and approve supplier invoices, rental claims, and other project-related financial documents.Ensure compliance with company policies, project insurance, and legal requirements.Key Qualifications:Education: Bachelors degree in commerce or BTech in Mechanical Engineering Degree in Quantity Surveying, Engineering, Construction Management or a related field.Experience: 5-8 years of experience in commercial or contract management roles within the MEP or construction industry.Key Skills:Strong knowledge of contract laws, terms, and conditions relevant to construction.Excellent negotiation, communication, and interpersonal skills.Ability to work in a fast-paced environment and manage multiple priorities.Strong analytical and problem-solving skills.Proficiency in commercial management software and tools (e.g., ERP systems, Microsoft Excel).
View all details
Apply

Account Manager

Maheshwari Traders

  • 0 - 6 yrs
  • 1.5 Lac/Yr
  • Tri Nagar Delhi
Counter Staff Customer Relationship Customer Service Channel Account Manager Stock Analysis Tally Time Management Taxation Tally ERP Bank Accounting
Required staff for counter sales
View all details
Apply

Looking For Sales Consultant

ARIHANT BROTHERS LIMITED

  • 1 - 7 yrs
  • 4.0 Lac/Yr
  • Delhi
Sales Direct Sales CRM Sales Advisory Services Advisor Business Understanding Sales Process Sales Specialist Inside Sales Inside Sales Engineer Inside Sales Manager Corporate Sales Channel Sales Negotiation Skills Cold Calling Convincing Power Direct Marketing Retail Sales Financial Services Sales
Lok Vigyan Samridhi helps business owners with Lok Vastu Shastra and Numerology solutions and help them grow their business. Under the mentorship of Dr. Pardiep Jain (Gold Medalist Ph.d. Vastu Consultant) we have already more than 10,000 people.And now we are expanding our team to help us achieve that goal and help Indians healthy, wealthy and happy.Roles and Responsibilities:--> Connect with businesses, understand their problems and consult them with solutions-> Guide people through our different products and services as per their problems-> Connect with the leads generated by the marketing team and help them with leads quality-> Maintain data of leads in the CRM, and making proper reporting to the team lead against the work doneLearnings:-- Dealing with customers on a regular basis will boost your confidence level.- Enhance your interpersonal skills- Acquire more skills and knowledge about the market and learn how to put them into practice- Learn about new sales techniques, strategies, and their implementation.- You will be working directly with the senior management, and learning and improving your skills with them.
View all details
Apply

Account Manager

Sanjeevni Builders and Developers Limited

Tally Book Keeping Income Tax Taxation Time Management TDS Bank Reconciliation Tally ERP Tax Audit Accounts Finalisation Balance Sheet Bank Accounting Tally Software TDS Return Tally GST Banking Finance GST Return GST
As an Accountant at Wonder Infrastructure & Power, you will be responsible for performing a variety of accounting tasks to ensure the financial health of our company. Your knowledge of Accounting, Tally, MS-Excel, and MS-Office will be crucial in maintaining accurate financial records and preparing financial reports. Your proficiency in English, both spoken and written, will also be vital in communicating effectively with colleagues and clients. Key Responsibilities:1. Manage and maintain financial books and records using Tally and MS-Excel.2. Prepare and analyze financial reports to track company performance and identify areas for improvement.3. Assist in budgeting and forecasting to help guide strategic decision-making.4. Ensure compliance with all accounting regulations and standards.5. Communicate financial information clearly and effectively to internal and external stakeholders.6. Collaborate with other departments to provide financial insights and support business operations.7. Participate in regular audits to verify the accuracy of financial information and identify any discrepancies.If you are a detail-oriented and proactive individual with a passion for numbers and a strong understanding of accounting principles, we invite you to join our team at Wonder Infrastructure & Power. Your contributions will play a key role in driving the success and growth of our company. Apply now and be a part of our dynamic and innovative organization.
View all details
Apply

Opening For Finance Manager

Job Academy

  • 4 - 8 yrs
  • 6.0 Lac/Yr
  • Delhi
Financial Reporting Financial Modelling Liquidity Management Budget Analysis Corporate Finance Treasury
Prepare financial projections, budgets, and forecasts.Develop and implement financial models. Ensure compliance with RBI, Income Tax, GST, and other regulatory requirements.Manage cash flows, optimize liquidity.Ensure adherence to RBI guidelines, NBFC regulations
View all details
Apply

Looking For Imperia Relationship Manager

Skywings Advisors Private Limited

Portfolio Manager HNI Sales Casa Sales Retail Banking Retail Liabilities Branch Banking Current Account Saving Account
Responsibilities:Develops new and expands existing High Net worth Customer relationships for liabilities.Ensures high levels of customer service orientation and application of bank policy.Cross-sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaroundtimes for customer satisfaction
View all details
Apply

Motilal Oswal- Hiring

Scinext Group Skills & Technology Private Limited

Training Finance Equity Broking Equity Advisor Sales Training Manager Financial Executive
Key Responsibilities:1. Provide training and support to newly onboarded franchisees to help them achieve their quick start targets and integrate smoothly into the Motilal Oswal network.2. Collaborate with department managers to understand specific training needs for their respective teams and tailor training programs accordingly.3. Lead training sessions for the internal sales and advisory teams, including teachback sessions to reinforce learning and retention.4. Organize and facilitate various franchisee engagement activities, such as Value-Added Training (VAT) sessions and Motilal Oswal Seminars (MOS), to enhance franchisee satisfaction and loyalty.5. Design and conduct focused franchisee training programs to address specific needs and challenges, ensuring maximum impact and effectiveness.6. Conduct monthly meetings with department heads to identify training needs for franchisees and develop training plans accordingly.7. Continuously invest in self-development to stay updated on industry trends, product knowledge, and training methodologies.Skills:- Proven experience in training delivery, particularly in the financial services industry or franchise management.- Strong understanding of Equity and training methodologies, adult learning principles, and instructional design.- Excellent communication, presentation, and interpersonal skills.- Ability to collaborate effectively with department heads, managers, and franchisees.- Experience in organizing and facilitating engagement activities and events.- Demonstrated ability to design and deliver focused training programs to address specific needs and challenges.- Commitment to ongoing self-development and learning to stay updated on industry trends and best practices.
View all details
Apply

Costing Manager - Delhi

Dream Associate

  • 10 - 15 yrs
  • 25.0 Lac/Yr
  • Delhi
Project Manager Strategy Deployment Financial Business Analyst
Costing Manager- Responsible for setting up and maintenance of accurate process cost information, reconciliation of standard costs to actual costs, maintenance of perpetual inventory system, participating in the month end close and budgeting process, and day-to-day operations and reporting requireme
View all details
Apply

Account Manager

yugsecurities ltd

  • 1 - 3 yrs
  • Delhi
Tally Book Keeping Income Tax Taxation Treasury
Having Account Finalize know balance sheet TDs GST
View all details
Apply

Hiring For Accounts Sales Manager

JOB24by7 Recruitment Consultancy Services

  • 3 - 6 yrs
  • Delhi
Strategic Relationship CRM Sales Operations Management Skills Proposal Development Contract Closure Post Sales Collaboration Operations Strategic Growth Account Optimization Documentation Communication Skills
Client Relationship Management:Act as the primary point of contact for clients across India.Build, nurture, and maintain long-term strategic relationships.Conduct regular client meetings to assess satisfaction and performance.Provide value-added service enhancements and proactive solutions.Sales Operations:Manage the full sales cycle: lead qualification, proposal development, contract closure, and post-sales follow-up.Collaborate with technical teams (Engineering, Lab, Operations) to design and implement customized treatment solutions.Ensure timely and smooth delivery of services per contractual obligations.Strategic Growth & Account Optimization:Identify and execute upselling and cross-selling opportunities.Monitor renewals and ensure on-time contract updates.Maintain accurate CRM and documentation records.Issue Resolution:Address client concerns swiftly and professionally.Act as a liaison between clients and technical teams to ensure effective problem-solving.Qualifications & Skills:Required:Strong interpersonal and communication skills.Experience managing multiple B2B accounts in a technical/industrial domain.Familiarity with wastewater treatment systems and environmental regulations (preferred).Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM platforms (e.g., Salesforce).Strong analytical thinking and ability to translate client needs into actionable solutions.
View all details
Apply

Hiring For Wealth Advisory Manager

JOB24by7 Recruitment Consultancy Services

Wealth Advisor Wealth Advisory Manager Financial Problem Solving Client Relationship Time Management MS Excel Communication
Nature of work Research whole gamut of investment products across various asset classes Prepare and maintain investment/portfolio sheets for clients Discuss portfolio performance with the clients in the quarterly meetings Maintain detailed meeting notes of the meetings and execute follow-ups on a timely basis Interact with clients- mostly UHNIs- on their queries Liaison with custodians, banks and third party PMS, AIFs, etc. to implement the portfolio strategy for the clients Compute advisory fees quarterly Liaison with clients CAs during tax filing periodQUALIFICATIONS: Excellent written and oral communication skills Very well versed in MS Excel An eye for detail and a can-do attitude are MUST Candidate must be eager to learn and grow in the role to take lead roles in client relationship Should possess strong problem solving, analytical and time management skills Keen interest in capital markets and investments will be an added advantage Related work experience of 2 to 3 years role in the financial sector Graduate/Post graduate in commerce/business studies. CA and/or CFA (Level 2 or 3) is a MUST
View all details
Apply

Hiring For Income Auditor

JOB24by7 Recruitment Consultancy Services

  • 3 - 7 yrs
  • 7.5 Lac/Yr
  • Delhi
Income Auditor Income Tax Audit Auditing Accountant Financial Reporting Night Auditor Night Auditing Night Manager Night Audit
Create Enquiry Check List (ECL) and generate serial no. of each enquiry.Filled all detail in ERP received from sales person.ECL approved on factor to be quotedCreate Sub Panel as per the number of panels in each job & modify as and when requiredDo panel costing on job budget sheetRequest for opening of item cards if not found in the master list.Generate the following reports from ERPSchedule of PriceBill of MaterialDimension detailOrder summaryPrice Order SummaryPrice list updation on ERPRevisionPrepare the offer letter for respective client, Technical points, Deviation points.
View all details
Apply

Finance Manager (Full Time) (Only Females)

Scinext Group Skills & Technology Private Limited

Good Communication Skills Financial Planning Corporate Finance Finance Banking Finance Financial Modelling
Perform a variety of advanced financial analyses to determine present and forecasted financial health of the company Use financial modeling to simulate financial scenarios Present potential scenarios and outcomes to management team Manage the preparation and publication of departmental and organization financial documents Collaborate with management on development and execution of funding strategies Examine financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principles Develop or recommend solutions for problems or situations
View all details
Apply

Financial Planning Manager (1-7 Years)

Skywings Advisors Private Limited

BFSI Branch Sales Banking Finance Insurance Insurance Sales Direct Channel Direct Selling Cross Selling
We are hiring for leading life insurance company for direct channel*Designation:- Financial planning manager Assistant sales managerRoles and Responsibilities1.Achieving sales target through assigned leads , which may be self-generated or generated by Branch operations, call centers and other sources2.Meeting prospective customers in the assigned geographies to understand their financial needs and selling insurance solutions3.Ensure timely communication and discussion on targets assignedAge Limit- 21 to 38Experience required:- 1 to 2 year in BFSI sectorQualification:- any graduation
View all details
Apply

Corporate Accounts Manager (5-11 Years)

Skywings Advisors Private Limited

Banking Executive Current Account Saving Account Retail Banking Branch Banking Corporate Sales
Hii We Are Hiring for Leading Private Limited BankPlease do brief the role to candidate before lining upRoleCorporate Account ManagerCTC3 to 6 LacGradeM2M3EducationAny GraduateMBAExperience3-15 YearsAge32 YearsRole: Corporate Account Manager-Corporate SalaryJD: Acquire new Corporate relationships Oversee a portfolio of assigned corporates Maintain highest level of relationship with the Corporate and key decision maker/s (KDMs) Develop new business from existing clients and actively seek new cross sell opportunities Operating as the lead point of contact for any and all matters specific to employees of corporates mapped Taking care of Salary processing for acquired/assigned Corporates Adhere to KYC guidelines and Bank process as laid down from time to time Ensuring strict adherence to service and quality benchmarks as prescribed by the BankLocation -Jaipur - Gurugram If Anyone Interested In This Profile Please Share Your Resume now and Also Send Relevant Reference -: 7898388714hrzuned@gmail.comRegards Mr Zuned
View all details
Apply

Corporate Account Manager- Corporate Salary

Skywings Advisors Private Limited

Corporate Accounts Manager Corporate Salary Walk in
1. Acquire new Corporate relationships. 2. Oversee a portfolio of assigned Corporate.3. Maintain the highest level of relationship with the Corporate and key decision maker/s (KDMs).4. Develop new business from existing clients and actively seek new cross-sell opportunities.5. Operating as the lead point of contact for any and all matters specific to employees of Corporate mapped.6. Taking care of Salary processing for acquired/assigned Corporate.7. Adhere to KYC guidelines and Bank process as laid down from time to time.8. Ensuring strict adherence to service and quality benchmarks as prescribed by the Bank.Job Mandates:Good communication & interpersonal skills.Direct/Field Sales Oriented.Immediate joiners are preferred.
View all details
Apply

Portfolio Manager - Stock Broking Industry

Shivay HR Consulting

  • 6 - 12 yrs
  • 14.0 Lac/Yr
  • Delhi
Portfolio Manager Equity Analysis Equity Research Analyst Financial Planning Portfolio Planning Investment Analysis Walk in
Portfolio Manager - Graduate or Post Graduate Within Minimum 6-7 Years Exp in Stock Broking Industry .would Be Responsible for :devise and Implement Investment Strategies as per Clients' Goals and Constraints / Limits.select and Oversee the Investments to Meet the Financial Objectives of the Individual or Corporate Clientsresearch and Analyze Share Market Trendsidentify New Investment Strategies and Opportunitiesconstruct and Manage Portfoliosmake Decisions On What and When to Buy and Sell Stocks and Investmentsimplements Risk Management and Tax Planning Strategies.manages Client Relationships.identifies and Cultivates New Clients.develops and Grows a Book of Business.opens, Transfers, and Manages Client Accounts.
View all details
Apply

Client Service Associate

Big Bee Consultant

Mutual Funds Sales Investment Advisor Portfolio Manager Financial Planner
Desired Candidate profile:Designation/ Role: Client AssociateExperience: 1 to 3 years experienceLocation: Bangalore / Mumbai / DelhiEducation: Graduate with AFP/CFP/QPFPIndustry: Financial Services / Personal FinanceJob description: Supporting the Client Relationship Manager in identifying client needs and providing them with theright financial planning assistance. Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio ManagementServices (PMS), Direct Equity, etc. Good understanding of Mutual funds, PMS, and other investment products. Collaborating with various departments within the organization, including Research, Insurance,Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries. Engaging with both existing and prospective clients alongside the Client Relationship Manager andaddressing client inquiries effectively. Providing clients with pertinent information and insights regarding portfolio reviews, SystematicInvestment Plans (SIPs), and other relevant financial discussions.Applicant Requirements: Strong oral and written communication skills. Proficiency in MS Excel and PowerPoint. Experience in investment advisory within the financial services sector will be an added advantage. Openness to learning and utilizing technology.
View all details
Apply

Looking For Financial Advisory (Senior)

Big Bee Consultant

Financial Planning Manager Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor
Education: Postgraduate (AFP / CFP preferred) with NISM XA XBIndustry: Personal Finance / Financial Planning.JOB DESCRIPTION:Responsible for providing accurate analysis for new and existing clients as well as handling allsales administration including pricing, query handling, internal documentation and build strongrelationships with the operations team to ensure the smooth running of all client accounts.KEY RESPONSIBILITIES INCLUDE:1. Identify client needs and provide them with right financial planning assistance and assetallocation with the help of our Research & Financial Planner team.2. An advisor needs to expand existing client relationships, improve client satisfaction,strengthen client commitment, ensure client retention and grow revenue for IMMPL WealthManagement while acquiring new clients as well.3. Build and deepen relationships with existing HNI Customers to achieve increase in revenue.4. Recommend to clients strategies in cash management, insurance coverage,investment planning, or other areas to help them achieve their financialgoals.5. Implement financial planning recommendations and review clients' accounts and plansregularly to determine whether life changes, economic changes, environmental concerns,of financial performance indicate a need for plan reassessment.6. Manage client portfolios which include products ranging from insurance,mutual funds, hedge funds, real estate and fixed income.7. Keeping client plans up-to-date and prepare or interpret for clients informationsuch as investment performance reports, financial document summaries, orincome projections.8. Interact with the various teams within the organization such as Research, FinancialPlanning, Insurance and Operations to ensure prompt supply of information to the client.9. Any other ad-hoc duties as directed
View all details
Apply
View More Jobs

Apply to 101 Finance Accounts Officer Job Vacancies in Delhi

  • Delhi Jobs
  • Hyderabad Jobs
  • Ahmedabad Jobs
  • Bangalore Jobs
  • Mumbai Jobs
  • Pune Jobs
  • Chennai Jobs
  • Kolkata Jobs