121

Finance Manager Job Vacancies in Bangalore

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  • 5 - 10 yrs
  • 13.0 Lac/Yr
  • Bangalore
Accounts Payables Account Receivable GST Return Budget Analysis Income Tax Statutory Auditing Financial Reporting
Job Description - Manager FinancePosition Title: Manager - FinanceDepartment: Finance & AccountsReporting To: CEOEmployment Type: Full-TimeMandatory languages: English and KannadaWorking Days: 6 days a week (2nd and 4th Saturday half day and 1st and 3rd Saturday fullday)About Processware SystemsProcessware Systems is a leading provider of banking and financial technology solutions,offering the BankSoft Core Banking Solution and related digital banking products to banks,microfinance institutions, and financial organizations across multiple geographies. We areseeking a highly motivated finance professional to manage the company's financialoperations, compliance, reporting, and strategic financial planning.Position SummaryThe Manager - Finance will be responsible for overseeing accounting operations, financialreporting, budgeting, taxation, statutory compliance, treasury management, and financialcontrols. The role requires strong analytical skills, attention to detail, and the ability to workclosely with management in supporting business growth and operational excellence.Minimum QualificationsEducational Qualification CA Intermediate (Mandatory) Bachelor's Degree in Commerce (B.Com), Finance, Accounting, or related discipline Additional qualifications such as CMA, MBA (Finance), or CA Final(appeared/pursuing) will be an added advantageExperience Minimum 5 years of relevant experience in Finance & Accounts Experience in IT, SaaS, Software Product, or Technology companies preferred Experience in handling GST, TDS, Income Tax, statutory audits, and financialreportingKey ResponsibilitiesFinancial Accounting & Reporting Maintain accurate books of accounts in compliance with Indian AccountingStandards. Prepare monthly, quarterly, and annual financial statements. Ensure timely closure of accounts and month-end reporting. Analyze financial performance and prepare management reports.Budgeting & Financial Planning Prepare annual budgets and periodic forecasts. Monitor budget utilization and variance analysis. Support management in strategic financial planning and business decision-making. Develop financial models and profitability analysis.Taxation & Statutory Compliance Ensure compliance with:o GST regulationso TDS provisionso Income Tax requirementso Professional Tax and other statutory obligations Coordinate with auditors, tax consultants, and regulatory authorities. Ensure timely filing of statutory returns.Accounts Receivable & Revenue Management Monitor customer invoicing and collections. Manage SaaS subscription revenue accounting. Track receivables and improve collection efficiency. Support contract review from a financial perspective.Accounts Payable & Treasury Manage vendor payments and cash flow. Monitor bank balances and working capital requirements. Handle banking relationships and treasury activities. Optimize utilization of funds.Audit & Internal Controls Coordinate statutory, internal, and tax audits. Implement and strengthen financial controls. Ensure compliance with company policies and procedures. Identify and mitigate financial risks.Payroll & Employee Reimbursements Review payroll processing. Ensure statutory deductions and remittances. Monitor employee reimbursement processes.MIS & Management Reporting Prepare monthly MIS reports for senior management. Generate profitability, cost center, and project-wise financial reports. Provide financial insights to support business growth initiatives.Required Skills & CompetenciesTechnical Skills Strong knowledge of:o Accounting Principleso GSTo TDSo Income Taxo Financial Reportingo Budgeting and Forecasting Proficiency in:o Microsoft Excel (Advanced)o Tally Prime / ERP Systemso MS Office Suite Knowledge of SaaS revenue accounting is preferred.Behavioral Competencies Strong analytical and problem-solving abilities High level of integrity and confidentiality Excellent communication and presentation skills Attention to detail and accuracy Ability to work independently and manage deadlines Team management and leadership capabilityKey Performance Indicators (KPIs) Timely closure of monthly accounts Accuracy of financial statements Timely filing of statutory returns Reduction in receivable aging Budget adherence and variance control Audit observations closure rate Cash flow management efficiency Compliance adherence score
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  • 7 - 13 yrs
  • 30.0 Lac/Yr
  • Bangalore
Deal Structuring Private Equity Valuation Techniques Financial Modeling Capital Markets Pitch Books Investment Banking
As a Manager in Investment Banking, you will play a pivotal role in driving client relationships and executing financial transactions. Your responsibilities will include:- **Client Relationship Management**: Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.- **Transaction Execution**: Lead and manage the execution of investment banking deals, including mergers and acquisitions, debt and equity financing, ensuring all transactions are completed efficiently.- **Financial Analysis and Modeling**: Conduct in-depth financial analysis and create financial models to support transaction decisions and provide insights to clients.- **Team Leadership**: Supervise and mentor a team of analysts and associates, providing guidance and support to enhance their skills and performance.- **Market Research**: Stay updated with the latest market trends and industry developments to provide clients with informed advice and strategic recommendations.- **Presentation Development**: Prepare detailed presentations and pitch materials for client meetings to effectively communicate value propositions and strategic objectives.To excel in this role, you must have a strong background in finance and investment banking, with 7 to 13 years of relevant experience. A Post Graduate Diploma in Finance or a related field is essential. You should possess exceptional analytical skills, attention to detail, and the ability to lead and collaborate effectively. Strong communication skills and the ability to work under pressure in a fast-paced environment are crucial for success in this position.
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  • 2 - 3 yrs
  • 3.5 Lac/Yr
  • Peenya Industrial Area Bangalore
Analytical Thinking Procurement Financial Acumen Team Collaboration Risk Assessment Customer Relationship Project Management Presentation Skills Supply Chain Management Market Analysis Strategic Planning Vendor Management Contract Management Data Analysis Business Development Problem Solving Sales Strategy Compliance Communication Skills
We are seeking a Commercial Manager to join our team in the Peenya Industrial Area, ideal for candidates with 2 to 3 years of experience in a relevant field. The role is designed for male candidates, and it allows for a work-from-home setup.**Key Responsibilities:**- **Market Analysis:** Conduct thorough market research to identify new business opportunities, helping the company make informed decisions.- **Client Management:** Build and maintain strong relationships with clients to understand their needs and ensure their satisfaction, which will facilitate repeat business.- **Sales Strategy Development:** Develop and implement effective sales strategies that align with company goals, enhancing overall market competitiveness.- **Financial Oversight:** Monitor and manage the budget and financial forecasts, ensuring the company stays profitable and all expenses are justified.- **Reporting:** Prepare regular reports on sales performance and market trends for senior management, aiding in strategic planning.**Required Skills and Expectations:**Candidates should have a strong foundation in business management, demonstrated through their educational background in fields like B.A., B.Ed., or relevant degrees. Effective communication skills are essential for interacting with clients and team members. The ideal candidate should possess strong analytical skills to assess market trends and data effectively. A proactive approach to problem-solving and the ability to work independently in a remote setting are crucial. Additionally, experience in sales or customer relationship management will be highly regarded.
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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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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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  • 1 - 2 yrs
  • 3.0 Lac/Yr
  • Peenya Industrial Area Bangalore
Management Skills Inter Personal Negotiation Skills Leadership Skills Presentation Skills Presentation Specialist Strategic Planning Data Analysis Team Collaboration Risk Assessment Financial Acumen Project Management Contract Management Compliance Sales Strategy Business Development Communication Skills Problem Solving Market Analysis Analytical Thinking
As a Sales Development Manager, you will play a key role in driving the growth of our sales team and expanding our customer base. Your responsibilities will include the following:- **Lead Generation**: Identify and pursue new business opportunities through research and outreach, helping to grow the company's customer list.- **Customer Engagement**: Establish and maintain relationships with potential clients by reaching out through calls, emails, and meetings to understand their needs and introduce our services.- **Sales Strategy Development**: Collaborate with the sales team to create effective strategies that support lead generation and conversion, ensuring alignment with the companys goals.- **Market Analysis**: Conduct research to monitor market trends and competitor activities, providing insights that will inform decision-making and strategy adjustments.- **Performance Tracking**: Monitor and analyze sales metrics to evaluate performance against targets, ensuring continuous improvement of sales processes.Candidates for this position should possess strong communication and interpersonal skills, allowing you to effectively engage with clients. A basic understanding of sales principles and practices is essential. You should be self-motivated, goal-oriented, and capable of working independently in a fast-paced environment. Organizational skills will be crucial to manage multiple leads and tasks efficiently. A degree in fields such as B.A, B.C.A, B.B.A, or related areas will be advantageous, along with a willingness to learn and adapt to evolving market demands.
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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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