122

Finance Manager Job Vacancies in Bangalore

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  • 8 - 14 yrs
  • Bangalore
Financial Analysis Budgeting Forecasting Compliance ExcelERP Systems Financial Planning Corporate Finance Trade Finance Management Trade Finance Finance Accounts Tally Banking Finance Treasury
Key Responsibilities:Manage financial planning, budgeting, and reportingMonitor cash flow, expenses, and profitabilityEnsure compliance with financial regulationsBrief Summary:Handles financial health, planning, and strategic decision-making.
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  • 5 - 8 yrs
  • Bangalore
Analytical Thinking Industry Knowledge Time Management Presentation Skills Market Analysis Team Leadership Product Knowledge Financial Acumen Client Relationship Sales Strategy
Hiring Alert Institutional Regional Sales LeadWe are hiring an experienced Institutional Regional Sales Lead for a reputed Asset Management Company (AMC). This role is ideal for professionals with strong institutional relationships and a proven track record of driving AUM growth in the financial services sector.Location: BangaloreExperience: 5 to 8 YearsCTC: No Bar for the Right CandidateIndustry: Asset Management Company (AMC)Reporting To: Institutional Sales HeadRole PurposeTo drive institutional business growth by acquiring and managing large corporate and institutional clients, building long-term strategic partnerships, and leading a high-performing sales team to achieve aggressive AUM and revenue targets.Key ResponsibilitiesBusiness Growth & AUM Expansion
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Internal Audit Manager (3-9 Years)

RASP and Associates LLP

  • 3 - 9 yrs
  • Bangalore
GST Statutory Audit Finance Auditing Bank Audit Financial Statements Revenue Audit
We are looking for an experienced Internal Audit Team Lead / Manager to join our Audit & Assurance team at RASP. The selected candidate will plan and conduct internal audits across departments and branches and develop audit checklists and testing procedures.The candidate will evaluate compliance, internal controls, and risk management processes and document audit findings by preparing proper working papers. The role also includes assisting in preparing audit reports that include observations and recommendations.Additionally, the candidate will follow up on audit observations and ensure timely closure of issues. The position requires coordinating with process owners to ensure proper implementation of audit recommendations and using Excel, Tally/ERP, and audit tools for data analysis.
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  • 3 - 9 yrs
  • 5.5 Lac/Yr
  • Yelahanka Bangalore
Account Reconciliation Accounts Payable Audit Preparation ERP Systems Excel Skills Financial Modeling Financial Reporting Payroll Processing Cash Flow Management Financial Statements Internal Controls Tax Compliance Financial Analysis
Hiring *Senior Accounts Executive* *Location* : Yelahanka, Bangalore*Industry* : Hospital / Healthcare*Position* : Senior Accounts Executive*Experience* : 3+ Years (Hospital experience mandatory)*Qualification* : MBA (Finance) / B.Com / M.Com*Salary* : Up to 6 LPA*Job Responsibilities* : Handle day-to-day accounting operations Manage hospital billing, receivables & payables Prepare financial statements and MIS reports GST, TDS filing & statutory compliance Bank reconciliation & ledger scrutiny Coordinate with auditors and internal departments Ensure accurate and timely financial reporting*Key Skills Required* : Strong knowledge of hospital accounting procedures Experience in Tally / ERP systems Good understanding of GST, TDS & taxation Strong analytical & reconciliation skills Attention to detail and accuracy Good communication & coordination skills*Preferred* : Candidates from hospital / healthcare background Immediate joiners preferred Candidates residing near Yelahanka or North Bangalore Experience in NABH compliance documentation*Contact* : 9066346619*Email* : careers@elitetalentsolutions.in
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Looking For Finance Manager

Crouzet Mechatronics India Pvt Ltd

  • 7 - 10 yrs
  • 9.0 Lac/Yr
  • Bangalore
Financial Planning Corporate Finance Financial Reporting International Finance Financial Modelling Legal Compliance
A Financial Manager role is to oversee all functions of an organization-s finance and accountingdepartment. The primary purpose of this position is to manage daily accounting activities; ensuring thatproper accounting and recording of company transactions are performed in an accurate and timelymanner; and producing financial and other key reports for management.
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Hiring For Revenue Officer

Attica Gold Company

  • 1 - 7 yrs
  • 10.0 Lac/Yr
  • Bangalore
Budget Management Revenue Projections Revenue Recognition Revenue Performance Revenue Optimization Revenue Management Revenue Modeling Revenue Growth Revenue Forecasting Financial Reporting Revenue Analytics Revenue Targets
The Revenue Officer will be responsible for overseeing all aspects of revenue generation and management within the organization. This includes monitoring income streams, preparing financial reports, analyzing financial data, and ensuring compliance with revenue policies and regulations.Key responsibilities include managing billing and collections processes, identifying and resolving revenue discrepancies, conducting revenue audits, and preparing revenue forecasts. The Revenue Officer will also collaborate with internal teams to optimize revenue growth strategies and streamline revenue operations.The ideal candidate for this role should have 1-7 years of experience in revenue management, possess a Diploma in a related field, and demonstrate strong analytical and problem-solving skills. Proficiency in financial software, excellent communication skills, and a proactive approach to identifying revenue opportunities are also essential for success in this role. The candidate should be a male working full-time from the office in Bangalore, India.A Revenue Officer manages land and revenue records, assesses and collects land revenue and taxes, ensures compliance with revenue laws, resolves land-related issues, and handles public grievances related to land and revenue matters.
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Urgent Requirement For Finance Manager

Innovision Building Safety & Security P Ltd.

  • 4 - 8 yrs
  • 5.0 Lac/Yr
  • Bangalore
Tally Book Keeping Income Tax Taxation Treasury TDS Bank Reconciliation Balance Sheet Tax Audit TDS Return GST Return Communication Skills Accounts Finalisation
oversees daily financial operations, leads an accounting team, manages reporting (P&L, Balance Sheet, Cash Flow), ensures compliance (GAAP, tax laws), prepares budgets/forecasts, handles month/year-end closes, conducts analysis for leadership, and manages internal controls and audits, bridging financial data with strategic business decisions
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Commercial Manager - Bangalore

Jyoti Placements Service

  • 3 - 5 yrs
  • 8.0 Lac/Yr
  • Bangalore
Strategic Thinking Commercials Interpersonal Skills Financial Negotiation Stakeholder Management Business Strategy Market Research Collaboration & Teamwork Financial Acumen Problem Solving Sales Strategy
- The role will own end-to-end commercial operations including COD hygiene and reconciliations, petty cash management, asset and fleet cost control, manpower and resource planning, payroll and off-roll payouts coordination, client invoicing and debit note management, audit readiness, and branch-wise P&L tracking. - The Manager - Commercials will ensure accuracy, compliance, and cost optimization across hubs while working closely with Operations, Finance, and Client teams.- You will be responsible for ensuring 100% COD accuracy and deposits, maintaining audit trails, driving disciplined petty cash processes, managing asset and transport cost visibility, aligning manpower deployment with hub size and productivity norms, and ensuring accuracy of payroll and payout data for on-roll and off-roll employees.- The role will also lead client invoicing reviews, investigate shipment losses and discrepancies, manage debit notes end-to-end, ensure timely recoveries from operations teams, and close all disputes within defined timelines. - You will oversee commercial and regulatory compliances relevant to logistics operations and support quarterly and annual audits.- At a network level, you will maintain branch-wise budgets, Asset planning, forecast revenue and costs, and enable continuous improvement in per-delivery cost and branch profitability.- The role will also ensure regulatory and statutory compliance at branch level, including maintaining valid licenses such as Shop & Establishment, FSSAI, and other location-specific operational permits, in coordination with internal and external stakeholders.
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Jobs by Popular Location

Hiring For B.A Freshers - HR Executive

Transpeed Logistics Pvt Ltd

  • 0 - 3 yrs
  • 2.5 Lac/Yr
  • Cunningham Road Bangalore
Bank Reconciliation Tally ERP Finance Balance Sheet Bank Accounting TDS Return End to End Recruitment Payroll Employee Relations Human Resource Management
Should be well versed in all finance relation job functions. Contact whatsapp 9642299406
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Opening For Accountant Executive

Kalyana Vibhogam Private Limited

  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Bangalore
Accounting Statutory Compliance Front Office Administration Financial Records Ledgers Invoices Receipts Payments Document Preparation File Management Record Keeping Appointment Scheduling
We have vacant of 1 Accountant Cum Office Assistant Job in Bangalore Experience Required : 1 Year Educational Qualification : BCom Skill Accounting, statutory compliance, Front Office Administration, financial records, ledgers, invoices, receipts, payments, Document Preparation, File Management, Record Keeping, Appointment Scheduling etc.
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Global Equities Fixed Income Retirement Individual Pensions Financial Products and Insurance PEF Infrastructure Real Estate REITs NISM NISM 5 NISM 8
Job Openings for 20 Relationship Manager- Equity business Jobs with minimum 2 Years Experience in Bangalore, Hyderabad, Mysore, having Educational qualification of : Other Bachelor Degree with Good knowledge in Global Equities, Fixed Income, Retirement /Individual Pensions, Financial Products, and Insurance, PEF, Infrastructure, Real Estate, REITs, NISM, NISM 5, NISM 8 etc.
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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.
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Communication Organizational Skills Human Resource Database Management Recruitment & Telant Acqiu Recruitment & Talent Acquisition Administrative Support Customer Support Financial Administration
As a Human Resource Executive, your responsibilities will include overseeing all aspects of the HR department such as recruitment, onboarding, training and development, employee relations, performance management, and payroll processing. You will also be responsible for maintaining employee records, managing benefits programs, and ensuring compliance with labor laws and regulations.To excel in this role, you must have excellent communication skills to effectively interact with employees, management, and external partners. Strong organizational skills are also essential to manage multiple tasks and deadlines efficiently.
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  • 1 - 4 yrs
  • 3.5 Lac/Yr
  • Bangalore
Auto Finance Mortgage Loans Gold Loan Executive Motor Insurance Commercial Vehicle Loans General Insurance
Auto Loan executive officer
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General Ledger Management Financial Statement Preparation Accounts Payable and Receivable Bank Reconciliation Payroll Processing Tax Preparation Budgeting Forecasting Financial Reporting Data Analysis Cost Accounting Auditing Knowledge Of Microsoft Excel Strong Attention to Detail Accuracy Problem-solving
We are looking for 52 Accountant Posts in Bhubaneswar, Cuttack, Visakhapatnam, Vijayawada, Hyderabad, Chennai, Delhi, Kolkata, Mumbai, Bangalore, with deep knowledge in General Ledger management, financial statement preparation, accounts payable and receivable, bank reconciliation, payroll processing, tax preparation, budgeting, forecasting, financial reporting, data analysis, cost accounting, auditing, proficiency in accounting software like QuickBooks and SAP, knowledge of Microsoft Excel, strong attention to detail, accuracy, and problem-solving. and Required Educational Qualification is : B.A, B.Com, Any Master Degree interview interview process :-Thank you for your interest in the position at Rightfit Resources.We were impressed by your profile as reviewed by our ATS system, sabkajobs.com, and would like to invite you for a first-round interview.To proceed with scheduling your interview, please follow these two steps:Download the SabkaJobs app: Our interview scheduling and communication will be managed through the SabkaJobs app. Please download it from the Google Play Store using the link below:SabkaJobs Play Store Linkhttps://play.google.com/store/apps/details?id=com.inv.jobtools2025Book Your Interview Slot: Once you have downloaded the app, please log in and navigate to the Interviews section to find available slots for the [Job Title] position and book one that suits your availability.We look forward to speaking with you and learning more about your qualifications.If you have any questions, please do not hesitate to contact us at 9494586090.Sincerely,The Recruitment TeamRightfit Resources9494586090.
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Account Manager

Vanidyam Corporate & Placements Advisors LLP

  • 5 - 7 yrs
  • 7.5 Lac/Yr
  • Old Madras Road Bangalore
Tally Book Keeping Income Tax Taxation TDS International Finance Tally ERP Accounts Finalisation Tally GST Bank Accounting TDS Return
Singapore based Indian Subsidiary requires accounts manager,full time, import export knowledge, and customs handling expertise will be an added advantage.
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Finance Head (5-11 Years)

RBS Altech Solutions Pvt. Ltd

  • 5 - 11 yrs
  • 13.0 Lac/Yr
  • Bangalore
Legal Compliance Financial Planning Finance Financial Reporting Banking Finance Corporate Finance
Oerview: The Finance Manager will lead the finance department, overseeing all financial operations, ensuring compliance, and aligning financial strategies with business goals for RBS ALTECH Solutions, a dynamic staffing firm. This role will be responsible for financial planning, budgeting, reporting, and maintaining financial stability, while also providing leadership to the finance team, collaborating cross-functionally with various departments, and contribute to driving profitability and operational efficiency across the organization.Key Responsibilities: Lead and manage the finance department, ensuring effective financial operations across the organization. Oversee the preparation and management of annual budgets, forecasts, and long-term financial plans. Prepare accurate and timely financial reports, including P&L statements, balance sheets, and cash flow statements, for senior management and stakeholders. Ensure compliance with relevant laws and regulations, including tax laws and financial reporting standards. Conduct financial analysis to identify areas for cost savings, process improvements, and opportunities for increased profitability. Monitor and manage the companys cash flow, investments, and working capital. Partner with other departments to provide financial insights that support operational decision-making and strategic initiatives. Manage relationships with external auditors, tax advisors, and financial institutions. Lead, mentor, and develop a team of finance professionals, providing guidance on best practices and professional growth.
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Finance Head - Bangalore

The Supreme Consultancy

  • 4 - 6 yrs
  • 27.5 Lac/Yr
  • Bangalore
Finance Financial Planning Financial Modelling Financial Reporting Legal Compliance Financial Control ERP Microsoft Excel Power BI
Mandatory Criteria (Can't be neglected during screening) :Need CA Qualified candidates.Preferred candidates from - Media and Entertainment and Ecommerce industry.Candidate should have 4-5+ years of progressive financial leadership experience.Candidate should have Strong understanding of revenue models in media (e.g., advertising, subscription, licensing, production)Candidate must have experience in managing Budgets, Forecasts, and Financial operationsCandidate should have Proficiency in financial software and tools (e.g., ERP systems, Excel, BI tools).Team Leadership experience is also required.The OpportunityWe are looking for a dynamic and strategic leader to head our Finance team. The ideal candidate will be responsible for overseeing all financial functions of the company. This role will lead financial planning, budgeting, forecasting, reporting, and risk management, while supporting strategic decision-making and driving long-term profitability. The ideal candidate will bring a strong understanding of the media industry, excellent financial acumen, and proven leadership experience.Key Responsibilities:-Strategic Financial LeadershipPartner with the executive team to develop and implement financial strategies aligned with business goals.Provide financial insights to support business planning, investment decisions, and growth initiatives.Financial Planning & AnalysisLead the budgeting, forecasting, and long-term planning process.Monitor performance metrics and provide actionable analysis and recommendations.Accounting & ReportingOversee day-to-day finance operations, including general ledger, accounts payable/receivable, payroll, and cash flow management.Ensure timely and accurate preparation of monthly, quarterly, and annual financial reports.Maintain compliance with local accounting standards and regulatory requirements.Risk Management & ComplianceImplement and maintain strong internal controls and risk management practices.Oversee audit processes and ensure compliance with legal and financial regulations.Team LeadershipBuild, manage, and mentor a high-performing finance team.Foster a culture of accountability, collaboration, and continuous improvement.Requirements:-Bachelors degree in Finance, Accounting & CA Qualified 4-5+ years of progressive financial leadership experience, preferably within the media or entertainment sectorStrong understanding of revenue models in media (e.g., advertising, subscription, licensing, production)Proven track record of managing budgets, forecasts, and financial operationsExcellent analytical, problem-solving, and decision-making skillsStrong leadership and communication skills, with the ability to influence at all levelsProficient in financial software and tools (e.g., ERP systems, Excel, BI tools)
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  • 4 - 6 yrs
  • 27.5 Lac/Yr
  • Kodihalli Bangalore
Bachelor Degree in Account and Finance CA Qualified
Role: Head of Finance Industry: Media and Entertainment Function: Accounting and Finance Salary: 25-28 lpaAge: 36Office Location: kodihalli, BangaloreWe are looking for a dynamic and strategic leader to head our Finance team. The ideal candidate will be responsible for overseeing all financial functions of the company.Key ResponsibilitiesStrategic Financial Leadership - Partner with the executive team to develop and implement financial strategies aligned with business goals. - Provide financial insights to support business planning, investment decisions, and growth initiatives.Financial Planning & Analysis - Lead the budgeting, forecasting, and long-term planning process. - Monitor performance metrics and provide actionable analysis and recommendations.Accounting & Reporting - Oversee day-to-day finance operations, including general ledger, accounts payable/receivable, payroll, and cash flow management. - Ensure timely and accurate preparation of monthly, quarterly, and annual financial reports. - Maintain compliance with local accounting standards and regulatory requirements.Risk Management & Compliance - Implement and maintain strong internal controls and risk management practices. - Oversee audit processes and ensure compliance with legal and financial regulations.Team Leadership - Build, manage, and mentor a high-performing finance team. - Foster a culture of accountability, collaboration, and continuous improvement.Requirements - Bachelors degree in Finance, Accounting & CA Qualified - 4-5+ years of progressive financial leadership experience, preferably within the media or entertainment sector - Strong understanding of revenue models in media (e.g., advertising, subscription, licensing, production) - Proven track record of managing budgets, forecasts, and financial operations - Excellent analytical, problem-solving, and decision-making skills - Strong leadership and communication skills, with the ability to influence at all levels - Proficient in financial software and tools (e.g., ERP systems, Excel, BI tools)Mandatory Criteria (Can't be neglected during screening): - Need CA Qualified candidates. - Candidates from Bangalore or Karnataka are only preferred - Preferred candidates from - Media and Entertainment industry and second preference from Ecommerce industry. - Looking for Immediate joiners or maximum 15 days of Notice period candidates. - Candidate should have 4-5+ years of progressive financial experience. - Candidate should have Strong understanding of revenue models in media (e.g., advertising, subscription, licensing, production) - Candidate must have experience in managing Budgets, Forecasts, and Financial operations If you meet the desired requirements, please send your CV to teamsnapfind@gmail.com
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Excellent Communication Skills Project Management Implementation Experience Expertise With Tools Such AS Jira Confluence Etc. Candidate Must Have Project Management Experience 3+ Years Of Implementation Experience Is Required Looking Candidates Preferably From Fintech SaaS Financial Workflows and Integrations ) Confluence Excel and Pro ERP Environment ONLY
Position OverviewWe are looking for an experienced Implementation Lead to drive the onboarding and implementation of our platform for new and existing fintech clients. This role is ideal for someone with a strong understanding of financial systems, implementation methodologies, and client management. Youll collaborate closely with product, engineering, and customer success teams to ensure timely, accurate, and seamless deployments.Key ResponsibilitiesLead end-to-end implementation projects for enterprise fintech clientsTranslate client requirements into detailed implementation plans and configure solutions accordinglyServe as the primary point of contact during onboarding, ensuring milestones and expectations are metCollaborate with engineering and product teams to resolve client-specific technical needsConduct gap analysis and propose workarounds or customizations to align client goals with product capabilitiesDevelop SOPs, implementation templates, and reusable frameworks for consistent project executionTrain client teams on platform functionality and usageTrack and report implementation KPIs, timelines, and escalationsManage UAT (User Acceptance Testing) cycles and facilitate a smooth handover to the Customer Success teamIdentify opportunities to improve internal processes and enhance implementation success ratesRequired QualificationsBachelors degree in Finance, Business Administration, Information Systems, or related fieldMust have Project management experience3+ years of implementation experience, preferably in a fintech, SaaS, or ERP environmentStrong knowledge of fintech products, financial workflows, and integrationsExperience managing multi-stakeholder projects from discovery to go-liveExcellent written and verbal communication skillsHands-on experience with tools such as Jira, Confluence, Excel, and project management platformsStrong analytical and problem-solving skillsPreferred QualificationsPrior experience implementing financial automation tools (e.g., SAP, Oracle, Anaplan, Blackline)Familiarity with API integrations and basic data mappingExperience in agile/scrum-based implementation environmentsExposure to reconciliation, book closure, AR/AP, and reporting systemsPMP, CSM, or similar certificationsSkills & CompetenciesFunctional SkillsFinancial process knowledge (e.g., reconciliation, accounting, reporting)Business analysis and solutioningClient onboarding and trainingUAT coordinationDocumentation and SOP creationProject SkillsProject planning and risk managementTask prioritization and resource coordinationKPI tracking and stakeholder reportingSoft SkillsCross-functional collaborationCommunication with technical and non-technical teamsAttention to detail and customer empathyConflict resolution and crisis managementWhat We OfferAn opportunity to shape fintech implementations across fast-growing companiesWork in a dynamic environment with cross-functional expertsCompetitive compensation and rapid career growthA collaborative and meritocratic culture
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Manager Corporate Finance

The Supreme Consultancy

  • 3 - 6 yrs
  • 30.0 Lac/Yr
  • Bangalore
Corporate Finance Financial Modelling MIS Corporate Accounting Statutory Compliance Internal Control
Mandatory Criteria (Can't be neglected during screening) :***Need CA candidates only***.***Notice period should be less than 30 days***Preferred candidates from Bangalore location only.***Need candidates from Manufacturing industries only***Candidate should be good in communication to deal with the external auditorsCandidate should be able to handle external auditors.Candidate should have rich experience in Corporate Finance & AccountingOnly 1 Technical CFO round and candidate willl be selected.Manage Corporate Accounting Ensure accurate and prompt recording of transactions in the accounting system in compliance with accounting standards and applicable laws and regulations. Perform periodical review of books of account in SAP. Ensure timely closure of books for periodical management (MIS) and statutory financial reporting. Generate reports (Profitability statement, Balance sheet, Asset ageing, Cash flow) through ERP periodically on time with accuracy. Timely and accurate recording transections. Timely preparation of management and statutory financial reports.==> Ensure statutory compliances and respond to internal and external queries and clarifications Ensure timely payment of statutory dues and filling of returns and other information. Ensure financial transactions are supported by appropriate documentation required under applicable statues. Provide required support in responding to statutory notices under direct and indirect tax laws. Manage queries, information requests and clarifications on financial accounting matters sought by internal and external stakeholders. Adherence to statutory timelines with zero non conformance Appropriately respond to queries, information requests and clarifications.==> Co-ordinate and support in various audits Perform periodical management internal control procedures including inventory and fixed asset verification and provide report along with explanation for deviations. Ensure SOPs and policies affecting finance and accounts function, are adhered. Identify the opportunities for process improvements and automation & implement. Management control procedure performed on a timely basis. Ensure zero non- nonconformance with SOPs and policies==> Ensure required certifications and registrations are obtained and renewed Ensure various certifications required under direct and indirect tax laws, companies act, DGFT and as per the requirements of cross functional team, are obtained and renowned wherever required. Ensure timely availability and renewal of certifications and registrations==> Other accounting and finance tasks Assist with other accounting and finance projects as needed. Completion of assigned tasks in line with expectations.
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  • 5 - 10 yrs
  • 20.0 Lac/Yr
  • Bangalore
Financial Planning Client Relationship Business Development Wealth Manager Wealth Advisor Wealth Planning Officer Relationship Manager Wealth Management
Industry: Personal Finance/Financial PlanningKEY 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 directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally) and listening skills.5. Ability to convincingly put across ideas, both orally and in writing6. Detailed understanding of MS Office Excel, Power point and Word7. Attention to detail.8. Travel within the city and sometimes outside.
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  • 5 - 8 yrs
  • 10.0 Lac/Yr
  • Bangalore
Client Management Client Manager Client Servicing Financial Planning Wealth Manager Relationship Advisor Insurance Sales Customer Relationship Interpersonal Skills Problem Solving
Location: Bangalore /Education: Post GraduateIndustry: Financial Services / Personal FinanceJob description: Identify potential clients through networking, and lead generation. Conduct thorough needs analysis to recommend appropriate insuranceproducts. Present insurance policies to clients, explaining features, benefits, and costs. Build and maintain strong relationships with clients, ensuring a high level ofcustomer satisfaction. Handle client queries post-sales support. Stay updated on the latest insurance products, industry trends. Provide clients with detailed information on various insurance policies, includinglife, health, and general insurance.Applicant Requirements: Proven experience in insurance sales or a similar role. Excellent communication and interpersonal skills. Strong negotiation and problem-solving abilities. Ability to work independently and as part of a team. Relevant certifications (e.g., IRDAI certification). Knowledge of financial planning and wealth management preferable
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Financial Planning Relationship Manager Wealth Wealth Manager Wealth Advisor BFSI Leadership Financial Reporting Analytical Ability Analytical Skil Sales
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,mutualfunds, 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, orincomeprojections.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 directedAPPLICANT REQUIREMENTS:1. Comprehensive understanding of finance and financial terms.2. A passion for meeting people, networking and maintaining relationships.3. Strong conversational and communication skills4. Display empathy (customer service should come naturally)
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Senior Category Manager

Talent Zone Consultant

  • 3 - 7 yrs
  • 20.0 Lac/Yr
  • Bangalore
Good Communication Category Manager Marketing Finance Sales Walk in
3-7 years of experience in global category roles, preferably digital categories.CTC Range- Upto 20 LPAExperiences, Gift cards, Perks, Discounts, Fintech, Deals category ll be preferred)Responsibilities: PL ownership: Drive and ensure 100% achievement of the targeted sales numbers of the category. Ensure Profitability by negotiating the best category margins, securing marketing support frombrands, and focusing on delivering the budgeted top-line and bottom-line. Assortment planning: Ensure we have a competitive catalog compared to other players acrossbrands and sub-categories. Customer Experience: Anticipate and create solutions for customer pain points. Should be able toresolve customer escalation and deliver on the expected NPS for the category. Category marketing: Create weekly, monthly, and quarterly calendars Have joint marketing planssigned off with partner brands, execute the plan in coordination with the internal team Operational efficiency: Work with cross-functional teams like CS, Finance, Sales to ensure asmooth functioning system and to be able to deliver on the required set of parameters measuredacross each function Working with customers and merchandisers and finding new ways of expanding productcategories. Responsible for demand and supply planning both sides of the business and planning marketingand sales strategies for the category growth. Joint Planning with Product / Sales and Marketplace team: Work closely with the marketplaceteam to ensure sufficient visibility to our products and jointly participate in the marketing eventsconducted on the platform.Following skills are mandatory:1. 3-7 years of experience in global category roles, preferably digital categories.2. Hands-on in Sales, Operations, and Category Management.3. Strong analytical aptitude in problem-solving, multi-tasker, critical thinker, and tacticalexecutioner with a proven track record of finding solutions to business problems.4. Good communicatio
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