Finance Manager Graduate Experience Jobs in Surat

Key Responsibilities1. Build and manage a portfolio of HNI and UHNI clients.2. Understand client financial goals and provide suitable investment solutions.3. Offer advisory on products such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Investment Products such as Mutual funds, fixed-income securities (bonds/debentures), and fixed deposits, Specialized Offerings such as Global investments, private equity, Pre-IPO opportunities, Insurance and real estate funds.4. Regularly review client portfolios and recommend rebalancing as per market conditions.5.Acquire new clients through referrals, networking, and business development activities.6. Ensure compliance with regulatory requirements and internal policies.7. Maintain strong relationships with product partners and internal teams.8. Prepare reports, presentations, and investment proposals for clients.9. Stay updated with market trends, economic developments, and new financial products.Required Skills & Competencies1. Excellent communication and relationship management skills.2. Strong knowledge of financial markets and investment products.3. Strong analytical and problem-solving abilities.4. Client-centric approach with a sales and advisory mindset.5. Ability to work independently and meet targets.

Job title: Business Development Executive (BFSI)Location: Surat, GujaratSalary: 20,000 30,000 per monthExperience: 13 years of experience in BFSI sales preferredRoles& ResponsibilitiesIdentify, acquire, and manage clients for financial products such as: Loans (Personal, Home, Business, etc.), Mutual Funds & SIPs, Insurance (Life, Health, General), Retirement Planning Solutions, Wealth Management ServicesUnderstand customer financial needs and provide tailored solutionsConduct financial planning discussions and guide clients with suitable investment optionsAchieve monthly/quarterly business targets aligned with company goalsBuild and maintain strong client relationships through regular follow-ups and advisoryStay updated with market trends, regulatory changes, and BFSI industry developmentsMaintain proper documentation and ensure compliance with company and regulatory guidelinesQualifications & SkillsGraduate / Postgraduate in Finance, Commerce, Business, or related fieldStrong knowledge of financial products, investment planning, and wealth managementExcellent communication, and relationship-building skillsSelf-motivated and target-driven with a customer-first approachActive ListeningStrong interpersonal skillsLead generation

We are Looking for 5 Accounts Officer Posts in Surat,Accountant, with Deep Knowledge in Bank Accounting,Banking Finance, Accountant and Required Educational Qualification is : Higher Secondary, Secondary School, B.com, M.com

Qualification:+Finance in B.com+Good Communication in Hindi and GujaratiRoles & Responsibilities:+Proven experience as a Financial Manager+Extensive understanding of financial trends both within the company and general market patterns+Proficient user of finance software+Strong interpersonal, communication and presentation skills+Filing documents and handling clients, Discussion with bank managers and Upper level.

Excellent communication skills ? Strong sense of ethics and integrity ? Excellent Client Relationship skills ? Regular field visit to default and delinquent customers ? Follow up on delinquent customers for recovery of outstanding dues ? Maintain day to day MIS and reporting activities ? Prepare and maintain data and presentations for the location ? Strong bias for action & driving results in a high performance environment. ? Exceptionally high motivational level and needs to be self-starterCONTACT DETAILSJitendra Gupta

Position Title: CASA - Sales OfficerGrade: Assistant OfficerJob Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products.Location: SuratJob Duties and Responsibilities:- Quality sourcing of salary accounts from corporates- Introduce & acquire new SA customer in the identified segment and reference generation from the specified catchment.- Generating Leads for family accounts and other cross sell products.- Resolving customer queries/issues.- Self-sourcing current account and saving account in open marketCandidates Profile:- Any Graduate can apply- Required 0 to 2 years in sales & Marketing experience - Good Communication- Sales & Networking Skills.- Experience mandatory: willing to do open market CASA sales.

We have vacant of 10 Branch Sales Manager Jobs in Surat, Gujarat,Ahmedabad, Gujarat,Rajkot, Gujarat,Vadodara, Gujarat,Sales and Marketing,Finance,Insurance, Experience Required : 2 Years Educational Qualification : Other Bachelor Degree Skill Direct Marketing,Bancassurance,Retail Sales,Channel Sales,Branch Banking, Sales and Marketing,Finance,Insurance etc.

We are looking for 7 Direct Sales Manager Posts in Surat, Gujarat,Ahmedabad,Vadodara, Gujarat,Rajkot,Sales,CASA,Banking Sales,Finance Sales,Insurance,Life Insurance,Field Executive,Sales and Marketing,Credit Card Sales,FMCG,Pharma, with deep knowledge in Sales,CASA,Banking Sales,Finance Sales,Insurance,Life Insurance,Field Executive,Sales and Marketing,Credit Card Sales,FMCG,Pharma and Required Educational Qualification is : Other Bachelor Degree

Hello,We have an excellent job opening for Manager - Finance & Accounts for Surat.Job Descriptions: GST Operations TDS Operations Direct Indirect Taxation works - Monthly, Quarterly, Half Yearly andYearly return fillings. Scrutiny handling with respect to different difference applicable laws Export Import payment and domestic banking operations (FD, Loan,Project Loan, OD, etc) Preparation of General Ledger, Profit and Loss Statement, Balance Sheet. Internal and External Audit handling Tangible / Intangible asset cost booking and depreciation costing. Budget preparation and financial resource allocation Investment and divestment of funds and liquid cash operations, workingcapital operations. Preparation of finance related MIS and Reports. Co-ordination & Communication with internal and external stakeholders for finance queries Any other work assigned by reporting authority / management.Regards,HR RecruiterVarney HR Consultancy

Job SummaryWe are looking for an experienced and ambitious regional manager to oversee all branches of a region from managing customer relations to implementing business strategies. Applicants should have a good combination of analytical and communication skills as well as the ability to adapt to a constantly evolving industry landscape. The ideal candidate should be excited about building a great team and establishing a good rapport with new and existing clients in the area. Were specifically looking for natural leaders who know what it takes to guide a team to success in a business region.Roles & ResponsibilitiesIdentify, evaluate and manage strategic risks and opportunities.Ensure compliance with company and industry policies and procedures.Increase the overall productivity of the branch by implementing relevant employee training, budgeting effectively, eliminating inefficiencies and capturing growth opportunities.Maintain fruitful relationships with current customers and establish good relationships with new ones.Develop and oversee sales and marketing strategies.Dealing and execution of trades in Equities, Derivatives, Bonds and CurrenciesManaging resources and staff, developing and attaining sales goals, delivering customer service, and growing the location's revenues.Maintaining continuous contact with the people involved in the decision making regarding investmentsAcquiring Clients Internally for increasing revenues to the companyStrengthening and maintaining relationships with High Net Worth clients by offering prioritized servicing and increasing volumes across equity and derivative segments.Error-free and smart trade execution, resolving queries and providing solutions in a timely manner, managing risk, maintaining margins and balances as per daily carry forward positions.Recommending and discussing trading ideas with clients which include arranging analyst meets with clients, sharing news and important developments in particular scrip.

Book-KeepingAccount ManagementFinancial reportingJournal entriesReportingInvoice generationPurchase management

Job Responsibilites:--Sell Life Insurance to the allocated customers & walk-ins only-Direct customer service & sales to the existing customers through relationship building-Existing Customer database will be provided by the companyCandidate Requirement:-Minimum 1 year sales experienceGood communication skillAny graduateAge:- Max 40 yearRegard,Prince V - Sr HR Manager

Sales & Marketing Manager - To be successful as an agency manager, you should have excellent interpersonal and organizational skills. A first-class agency manager should be able to inspire and motivate their team while maintaining a good image of the agency's brand.Agency Manager Responsibilities :- Recruiting, screening, and training new agents.- Analyzing performance and drawing up action plans.- Establishing strong relationships with staff and clients.- Ensuring all staff exercise good time management.- Obeying agency regulations, guidelines, and policies, and ensuring staff does the same.- Researching current industry/market trends and using knowledge for business improvement.Agency Manager Requirements :- Bachelor's degree in marketing, management, HR or similar.- 1-2 years of Sales experience- Good leadership and people skills.- Excellent time management.- Great networking abilities.- Ability to work on different projects simultaneously.

Manages client assets according to investment preferences and goals. Meets with clients to assess asset status, needs, risks, goals and progress. Prepares financial statements, business activity reports and forecasts. Develops, organizes and maintains client portfolios.

Skills:1. Should have basic accounting knowledge. 2. Should have knowledge of statutory compliances viz. TDS, GST, etc. 3. Should have worked with ERP system. 4. Should have advanced working knowledge of MS Office (especially Excel & Word). 5. Should be well aware of relevant banking practices. 6. Should efficiently work with various Computer Application/Software. 7. Should be very efficient with the use of smart phones & its applications. Job Responsibility: 1. Daily accounting entries in ERP system, which includes posting of GRN, Sales Shipment, making of Purchase Orders & Sales Orders etc. 2. Preparing Bank reconciliation, Branch reconciliations. 3. Preparing book-debt statement (Monthly/Quarterly), Insurance declaration reports. 4. Assist senior in statutory compliances related to direct and indirect taxes viz. TDS, GST etc. 5. MIS reporting such as debtors aging, creditors aging etc. 6. Monthly and weekly MIS reports. 7. Assist senior is process of internal & external audit, preparation of financial reports and other reports as and when required. 8. Prepare & submit hourly/daily reports to seniors. 9. GST reconciliation & follow-up with vendors in case of mismatch.

1. Compiles and analyzes financial information to prepare entries to book of accounts, such as general ledger accounts, documenting business transactions2. Standard journal entries3. Analyze daily banking transactions and journal entries4. Monthly closings and preparation of monthly financial statements5. Payroll reconciliation6. Prepare monthly sales reports into excel spread sheet for analysis7. Verify and reconcile contracts, orders, and vouchers, and prepares reports to substantiate individual transactions prior to settlement administer accounts receivable and accounts payable.8. Monitor compliance with generally accepted accounting principles and company procedures.9. Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports.10. Provide advice and assistance and early warning of such problems as cost over-runs, excessive charges, and potential penalties. Develop models to depict financial and related activities tailored for specific operations.11. Ability to calculate ESIC, EPF, TDS compliances12. Preparing and Filing IT Report13. Assist with implementing and maintaining internal financial controls and procedures14. Assist with preparation and coordination of the audit process15. Will be cross trained in other duties.16. Prepare the MIS record for the management to analyze the performance.17. Co-ordinate with the Directors of the core regional for billing & other Financial or Accounting issues18. Prepare the Excel working sheets of calculations covering the cost-benefit analysis of business statement.19. Prepare brief & data based presentations required to pitch franchises.20. Take follow-up with vendors, agencies.

Job SummaryWe are looking for a candidate to manage a portfolio of clients, execute trades and generate revenue throughcross-selling and upselling clients while helping them to make the right investment decisions thus enabling longterm wealth creation at the same time. The candidate will also be responsible for growing the client base byconverting leads and getting new accounts in the system. Roles & ResponsibilitiesAchieve healthy revenues without compromising on clients profitability with Cross-selling of other financial products & attain maximum reach of investment ideas/stock calls initiated. End to End Customer relationship management and client servicingAcquire new clients for Demat and Trading, Mutual Funds, Portfolio Management Services, third party products, and Insurance through networking, database, and references.Understand the financial products (Equity, Derivatives, PMS, MF) of the company and pitch the same to prospects, engage and guide prospects in the documentation for availing the same. Responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Retail BrokingWorking closely with compliance, legal, and other departments to provide holistic service & support to clienteleCollaboration with product specialists to ensure engagement of clients with superior and tailored wealth management solutions.Developing and executing marketing campaigns and initiatives at various stages of the product lifestyle, including fund launches and investor retention campaignsConduct continuous capital market research to be updated on the latest trends.Responsible for building AUM and revenue generation as per company benchmarks.Candidate Profile & Skill RequirementsBachelors Degree in Finance or related business field.2+ years experience in an RM position in the BFSI industry.NISM Exam clearance & renewal as per requirement.Exceptional interpersonal communication and