Finance Manager Job Vacancies in Pune

We are looking for a detail-oriented and responsible Accounts Executive to manage financial transactions, ensure compliance with tax regulations, and maintain accurate accounting records using Tally.Key Responsibilities:1. Accounting & Bookkeeping:Maintain day-to-day accounting entries in Tally ERPPrepare and manage ledgers, journals, and financial statementsReconcile bank statements and accounts2. Taxation (GST & Income Tax):Prepare and file GST returns (GSTR-1, GSTR-3B, etc.)Handle GST compliance and documentationAssist in Income Tax return filing3. TDS (Tax Deducted at Source):Deduct and record TDS as per applicable lawsPrepare and file TDS returns (24Q, 26Q, etc.)Issue TDS certificates (Form 16/16A)4. Assurance & Compliance:Assist in internal and statutory auditsEnsure compliance with financial policies and regulationsMaintain proper documentation for audit purposes5. Billing & Payments:Generate invoices and follow up on receivablesProcess vendor payments and maintain payable recordsRequired Skills:Strong knowledge of Tally ERP / Tally PrimeUnderstanding of GST, TDS, and basic Income TaxGood knowledge of MS ExcelAttention to detail and accuracyGood communication skillsQualification:

Finance controlling, budgeting, bank loans, reconciliation, internal audit, knowledge of compliance, handling bank and HO work, accounting, maintaining a balance sheet, e-way billing, and fund management .

JOB DESCRIPTION ACCOUNT & FINANCE MANAGERSai IndustriesPosition OverviewThe Account & Finance Manager will drive the financial stewardship of Sai Industries by ensuring strong accounting controls, accurate reporting, and seamless coordination between finance, purchase, sales, and operations. The role demands ownership, discipline, and a deep understanding of industrial-sector transactions including GST, TDS, vendor management, costing, and bank compliance.Key Responsibilities1. Financial Accounting & ReportingManage end-to-end accounting operations (AP/AR, ledger scrutiny, reconciliation).Prepare monthly, quarterly, and annual financial statements.Maintain accurate books in Tally ERP/Prime with zero error tolerance.Conduct MIS reporting for management: sales, outstanding, cash flow, profitability.Track daily expenses and maintain strict cost discipline across departments.2. Taxation & ComplianceOversee complete GST management: GST purchase/sales reconciliation, GSTR-1, GSTR-3B, annual returns.Handle TDS deduction, payment, challan filing, and quarterly TDS returns.Ensure statutory compliance with ROC/Income Tax/Professional Tax.Coordinate with external CA for audits, financial reviews, and statutory submissions.3. Banking & Treasury ManagementManage daily bank operations: payments, RTGS/NEFT, cheque entries, and fund allocation.Ensure smooth vendor payments aligned with company cash-flow strategy.Prepare weekly and monthly cash-flow projections.Maintain banking relationships, OD limits, CC accounts, and documentation.4. Budgeting & ForecastingPrepare annual budget and monthly forecasting models.Monitor budget deviations and propose corrective action.Develop cost-saving strategies without compromising operational efficiency.5. Vendor, Customer & Internal CoordinationValidate vendor invoices with PO/GRN/DC before processing.Ensure customer credit management, ageing control, and follow-up on outstanding payments.Coordinate with Store, Purchase, Sales, and Dispatch teams for smooth financial flow.Resolve disputes related to rates, quantities, debit notes, and credit notes.6. Internal Controls & Process ImprovementImplement strong internal financial controls and audit trails.Drive process improvements in billing, documentation, and reporting.Standardize financial SOPs for Sai Industries growing operational scale.Ensure discipline in documentation: POs, DCs, contracts, expenses, and vendor files.7. Payroll & HR Finance SupportOversee monthly payroll processing, attendance validation, deductions, and salary disbursement.Maintain statutory records: PF/ESIC/PT (if applicable).Handle full & final settlements for resigned employees.Required Skills & CompetenciesStrong command over Tally ERP/Prime, GST, TDS, banking, and accounts finalisation.Advanced knowledge of Excel (VLOOKUP, Pivot Table, MIS dashboards).Ability to work under pressure with high accuracy and ownership mindset.Strong communication and coordination skills across departments.Problem-solving attitude with traditional financial discipline and control.Understanding of industrial billing, BOQ costing, margin calculations, and client documentation.QualificationsB.Com / M.Com / MBA (Finance) / CA Inter preferred.Minimum 2-5 years of experience in accounts & finance (industrial or manufacturing sector preferred).Hands-on experience with GST, TDS, MIS, budgeting, and finalization.Salary Range (Recommended)28,000 - 45,000 per month (based on experience and competency).Work LocationSai Industries Plot no A-36 Ranjangaon MIDC Tal - Shirur Dist - Pune 412220 near mazak india companycontact - 9072090793 / 9272090797

1. Invoice Processing:o Review, verify, and process vendor invoices for payment. (Afterdeducting TDS)o Ensure invoices are matched with purchase orders (PO) and deliveryreceipts before processing.o Resolve any discrepancies between invoices, purchase orders, andreceipts.2. Payment Processing:o Schedule and process payments for vendor invoices.o Prepare payment batches for approval and ensure timelydisbursements via bank transfer, cheques, or other methods.o Monitor and manage the accounts payable aging report.3. Vendor Management:o Maintain accurate records of vendor information.o Resolve vendor queries, concerns, or disputes in a professional andtimely manner.o Establish and maintain strong relationships with vendors to ensuresmooth transactions.4. Reconciliation:o Perform monthly reconciliations of accounts payable ledger to ensureaccuracy.o Review outstanding liabilities and ensure that they are appropriatelyaddressed.5. Compliance and Reporting:o Ensure that all accounts payable transactions comply with companypolicies and legal requirements.o Assist in preparing reports on AP activities, including cash flowprojections, for senior management.6.Expense Management:o Monitor expenses and ensure they are within the approved budget.o Assist in tracking and managing office and operational costs as perdepartment budgets.7. Documentation and Filing:o Maintain proper filing and documentation of invoices, payment records,and vendor communications.o Ensure that records are organized, up-to-date, and accessible foraudits and future reference.9. Support to Finance Team:o Assist in month-end and year-end closing processes.o Coordinate with other departments to resolve any payment issues ordiscrepancies.

We are the freight forwarding company. The candidate must have the experience in freight forwarding field and related billing , margin calculation, accounting, banking, foreign remittance, Taxation of other countries, vendor payment, monthly sales and margin report, team leading.

Job Title: Finance HeadJob Summary:We are seeking an experienced and skilled Account Head to lead our accounting team. The successful candidate will be responsible for overseeing all aspects of accounting, including financial reporting, budgeting, forecasting, and ensuring compliance with accounting standards and regulations.Key Skills:1. Leadership: Lead and manage the accounting team, providing guidance, training, and support to ensure that team members are equipped to perform their duties effectively.2. Financial Reporting: Oversee the preparation of accurate and timely financial reports, including balance sheets, income statements, and cash flow statements.3. Budgeting and Forecasting: Develop and implement annual budgets and forecasts, ensuring that they are aligned with the company's strategic objectives.4. Compliance: Ensure that all accounting practices and procedures are in compliance with accounting standards, laws, and regulations.5. Financial Analysis: Provide financial analysis and insights to support business decision-making.6. Risk Management: Identify and mitigate financial risks, ensuring that the company's assets are protected.7. Stakeholder Management: Develop and maintain relationships with key stakeholders, including auditors, bankers, and regulatory bodies.Responsibilities Oversee all accounting operations, including financial reporting, budgeting, and compliance. Develop and implement financial strategies that support the company's goals and objectives. Manage a team of accounting professionals, ensuring they are properly trained and equipped to perform their duties effectively. Ensure accurate and timely financial reporting to senior management and external stakeholders. Requirements and Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA (certified public accountant) or equivalent certification preferred.Contact Person- Deepak - 7757087059ID- deepak.vijayamgmt@gmail.com

Job Title: Finance Lead/ManagerShift: 2PM TO 11 PM (UK)Location: Pride Icon, Kharadi, Pune.Responsibilities:- Oversee and manage financial systems and budgets.- Conduct financial audits and provide recommendations for improvement.- Ensure compliance with accounting standards and financial regulations.- Hands on experience of Accounts Payable and receivable.- Prepare and analyst financial statements on a regular basis.- Provide financial insights to support strategic decision-making.- Generate and present financial reports to management.- Handle tax planning and compliance.- Prepare and file tax returns.- Stay updated on changes in tax laws and regulations.- Plan and execute internal and external audits.- Ensure adherence to internal controls and procedures.- Provide assurance on the reliability of financial information.- Develop and monitor annual budgets.- Provide input for financial forecasting and planning.Contact on 8390550644 or email at hr@acceligize.com

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

Job Description: Manager Finance (Fund Raising) Bharat Urban Infra DeveloperPvt. Ltd. in PunePosition Title: Manager Finance (Fund Raising)Location: Pune, IndiaCompany: Bharat Urban Infra Developers Pvt. Ltd. Job Type: Full-TimeSalary 10 Lacs 15 LacsRole Overview:We are seeking a highly skilled and motivated Manager Finance (Fund Raising) to join our dynamic team in Pune. The successful candidate will be responsible for managing and executing the companys fundraising efforts to support our real estate development projects. This role requires a deep understanding of financial management, investment strategies, and a proven track record in securing funds from diverse sourcesKey Responsibilities:1. Fund Raising:o Develop and implement fundraising strategies to meet the financial requirements of the company's real estate projects.o Identify and approach potential investors, financial institutions, banks and alternate financing institutions and other funding sources.o Prepare and present detailed proposals and financial models to potential investors.2. Financial Planning and Analysis:o Conduct financial analysis and forecasting to support fundraising efforts.o Prepare detailed financial reports and projections for internal and external stakeholders.o Develop and maintain project-specific cash flow forecasts to ensure accurate financial planning and management.3. Documentation and Proposals:o Prepare Detailed Project Reports (DPRs) that outline project plans, financials, and other relevant details.o Create comprehensive financial proposals and documentation required for funding applications to financial institutionso Ensure all documentation is accurate, thorough, and aligns with the requirements of potential investors and financial institutions.4. Investor Relations:o Maintain relationships with current and potential investors.o Ensure timely and accurate communication with investors regarding the status of their investments and the company

Hiring for 02 Chartered Accountant Jobs in Mumbai, Nashik, Pune, with minimum 3 Years Experience, Required Educational Qualification is : B.Com,M.Com,CA with Good knowledge in accounting, auditing, Finance Manager, MIS Coordinator etc.

We are urgently hiring Finance Manager (Plant Controller) for leading Pharma packaging manufacturing company for Pune (Sirwal ) LocationCompany OverviewLeading Pharma Packaging is a leading global manufacturer of comprehensive pharma packaging solutions for the pharmaceutical industry.Job OverviewFinance Manager (Plant Controller) role with 10+ years of experience in Finance Management at manufacturing /packaging industry1) Overall Plant Controller function - Supervision of day-to-day accounting, closure of periodic Accounts ensuring accuracy and timeliness, preparation of MIS reports for Local and Global Management, preparation of Budget and monitoring of actual performance vs Budget, preparation of various analytical reports on Plant performance and profitability so as to enable timely business decision making.2) Overall responsibility of purchases/expenses accounting, Payroll accounting, Payments to vendors and Accounts Payables management.3) Handling Taxation matters routine compliances, submission of periodic returns, assistance in audits and assessments relating to GST, Income Tax, Transfer Pricing.4) Capex projects assistance in preparation of related Project/Business Plan, facilitating approval of Capex, Fixed Assets Accounting including maintenance of Fixed Assets Register.5) Ensuring compliances relating to statutory audit, internal Audits, IFC, IFRS compliances.6) Implementation of SAP S4/HANARoles and Responsibilities1) Overall Plant Controller function, Supervision of purchase/expenses accounting, payments to vendors including MSME compliances and Accounts Payable management.2) Payroll Accounting - verification of Payroll, TDS, PF, ESIC, and PT on monthly basis.3) Banking supervision of day-to-day transactions including import-exports/forex transactions, monthly bank reconciliations.4) Closure of monthly, quarterly and yearly Accounts and preparation of MIS reports ensuring accuracy and timelin

Job hiring for remote work from home role. Person placed in pune.Supporting the Canadian business operation team, the Intermediate Accountant will primarily focus on supporting accounts payable, bank reconciliations and accurate coding of expense in QuickBooks software. The ideal candidate will have a strong foundation in accounting principles, excellent analytical skills, and the ability to thrive in a dynamic environment.This role will work remotely from home and have night shift.Responsibilities:Process accounts payable transactions accurately and timely in terms of data and coding.Reconcile vendor statements and resolve discrepancies promptly. Ability to draft e-mails and co-ordinate with vendors for this task.Ensure while performing the above task bank and credit card reconciliation are closed daily in the accounting system.Use diligence and make proactive follow ups with operation functions to achieve the above goals.Create and foster effective working relationships with finance team members, business partners and external stakeholders.Support year end financial preparation with external firm by providing necessary documentation and explanations for responsible area.Assist with the preparation of annual budgets and forecasts.Perform ad-hoc financial analysis and reporting as required.Qualifications and Skills:1st class Masters or Graduate in Commerce or Accounting.Minimum 5 years of accounting set up preparable in an offshore environment. Strong track record of working with QuickBooks will be an advantage.Excellent English communication skills, both written and verbal.Solid understanding of basic accounting principles and accounts payable processes.Solid understanding of bank reconciliation in accounting software.Strong attention to detail and ability to prioritize assigned duties.Proficient with Microsoft Office applications (Excel, Word, Outlook). Exposure to Smartsheet will be an asset.Someone

We are searching for a highly observant insurance consultant/advisor to render accurate support on behalf of our steadily expanding firm. The insurance consultant should gather client insurance requirements, deliver appropriate guidance, and suggest insurance plans to match the clients needs.Conduct in-depth consultations with clients to assess their insurance requirements, understand their risk profiles, and identify coverage gaps.The candidate may have worked with an insurance broker or with the direct selling side of insurers or finance sector.Should have good communication skills.Fluent in speaking- English, Hindi, Marathi, TeluguFor more details Call- 7020391733WhatsApp- http://tiny.cc/inad24Email: srajcapitals@gmail.com

Finance Manager responsibilities and duties :Perform a variety of advanced financial analyses to determine present and forecasted financial health of the companyUse financial modeling to simulate financial scenariosPresent potential scenarios and outcomes to management teamManage the preparation and publication of departmental and organization financial documentsCollaborate with management on development and execution of funding strategiesExamine financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principlesDevelop or recommend solutions for problems or situationsFinance Manager qualifications and skills :Bachelors Degree in Finance, Accounting or related field required (MBA preferred)5+ years experience in a financial management positionProven strategic planning experience at the management levelProficient in Microsoft Excel and PowerPointDemonstrated creative and critical thinking skillsAble to work on multiple projects simultaneouslyStrong communication and presentation skills

Regional Sales Manager Financial Services - PuneJob Description: Job Title: Regional Sales Manager Financial Services - PuneJob Responsibility Enter into and manage partnership and alliances with Vehicle OEMs local officials and their dealers Hands on, direct field work to source EV fleet customers in the local EV market Analyze regional market trends and discover new opportunities for growth Manage Region rollout and partner onboarding Manage monthly sales planning with partners and lead funnel Manage soft and hard collections Align the Region, with our pan-India retail vehicle finance foray, reporting to Regional Head- Retail Finance Ensure fluency in local language, handling local team and Bulk clients for the RegionKey Skills: Key Skills: You are a proactive and independent person and are looking to take on independent responsibility Suggest new services/products and innovative sales techniques to increase customer satisfaction Should have capability of building up the new Team. You are good with numbers, have an analytical bent of mind and are curious by nature You can work as an independent contributor with little/ no support You are looking to join a young firm and believe in our mission (The mission of the company is to be an innovative market maker debt financing venture dedicated towards financing sustainable energy in India and catalysing the industry towards scale.) You can converse easily with sales staff and customers in local language as well Hands-on and good inter-personal skills, with a go-getter attitude Attention to detail and accuracy Ability to convert sales work to data through computers and mobile appsMandatory: Done Retail loan sales and collections for an NBFC for atleast 5 years Willingness to travel extensively to engage the market Vehicle finance experience, especially new or used commercial vehiclesTarget Industry: Commercial Vehicle Finance - MandatoryGender: MaleExperience:

1. Maintenance of the proper books of accounts and the companys records like balance sheet,profit and loss account, tax liability, and maintenance of all other financial activities of theorganization.2. Maintenance of the general ledgers as required by the organization.3. Generate and analyze financial records and data to the organization.4. Interpret the financial records and suggest if any error is occurring there and should provideways of improvement of the same.5. Bank Reconciliation on daily basis.6. Follow up with Bank for day-to-day Banking activities.7. Strongly aware about Tally ERP 9.8. Strong command on Excel.9. English Communication Skill (Oral & Written) Must Require.10. Knowledge about TDS.11. Knowledge about GST (GSTR-1, 2A, 2B, 3B, 9, 9C etc) including amendment, reversal & transfers.12. Follow with Clients.13. Finalization of Accounts etc.14. Monitor and maintain customer accounts, ensuring timely and accurate collection ofoutstanding payments.15. Collaborate with various internal teams to resolve any billing discrepancies and customerinquiries.16. Generate and analyze financial reports related to Accounts Receivables, providing insights andrecommendations to management.17. Assist with other finance-related tasks, including Accounts Payable and Payroll, as needed.18. Utilize your knowledge of the construction industry to understand project-specific billing

Complete financial reports, lead the month-end closing process and conduct monthly financial forecast Evaluate the financial performance of the organization and measure returns on investments. Manage all day-to-day financial activities- accounting, finance, forecasting, strategic planning, risk-management, costing, working capital management, budgeting processes and finalization of accounts. MIS Reporting. Ensure compliance with company policies and processes. Ensure compliance of various statutory requirements related to direct and indirect taxes. Obtain, analyze, and evaluate accounting documentation, previous reports, data etc. Treasury management. Manage all accounting operations including Invoicing, Account Receivables, & Account Payables. Invoice wise payment reconciliation and matching. Provide support and assistance with audits, tax returns, budgets and forecasts, and financial reporting. Manage month and year-end close processes, and prepare timely financial statements. Preparation of GST returns (GSTR-1 GSTR-3B, Annual Returns) and ensure timely filing Preparation of TDS payment workings and TDS returns workings and ensure timely filing Cost analysis with respect to Own vehicles and preparation of Own Vehicles Profit and Loss Account on monthly basis Preparation of monthly cost and revenue reconciliations and working out the provisions and accounting the same in books of accounts Coordination with consultants and auditors and responding to their queries Shall have experience of working on Tally ERP

Mandatory Skills :Preparation of CMA data.Prepare detailed project report.Presentation preparation for proposal.Liasioning with bank. Follow up with bank official.Obtain sanction for loan proposals. Responsibilities:Perform daily project accounting functions such as accruals, billings, lien waivers, etc.Prepare detailed overhead cost analysis and budget variance analysisCoordination of P&LsProvide financial information and input for new project bids.Preparation of Order book, Preparation of profit & loss for each Project, Preparation of cash flow statement for each project, Review of Project timeline.Review of site expenses, maintain project-wise statements, BG related works, Support monthly and quarter-end financial statements.Support / Assist in Project wise costing, budgeting & Accounting.Support budget allocation plan for project activities.Reporting higher Authority both accounting / Operational.Track project expenses against the final budget, and generate variance analysis

Accounting1.Checking purchase entries, debit notes, bank entries2.Bank Reconciliation3.Sales Entries4.Updating Journal Entries5.Accountability for fixed asset-Depreciation working6.Enter Salary details in tally7.Perform creditors reconciliation8.Stock maintenance in tally9.To make profit and loss statement, cash flow statement10 Balance sheet HandlingGST1.Maintain GST file2. Preparation of GST working3.Provide GSTR 1 data to consultant by 10th of every month4. Preparation of GST refund working and filling5. GSTR 2A reconciliation6.Follow up with consultant for GST refund status7. Attend meetings related to GST, GST refund filing fees negation with consultantBanking1.Bank Loan Handling 2. CGTMSE, EPC Handling 3.Pre-Shipment, Post-Shipment Loan Handling 4.Develop and maintain long term relationship with banks5.Follow up with banks about inward remittance6.To Check bank transactions7.Compare bank charges, submission of bank related documents8.BRC ProcessingStatutory Handling1.Conducting audit, resolving audit quires2. To Prepare audit report from CA3.Payment of audit fees, RDC filling Statutory Filing. PT returns, TDS Returns4. PF, ESIC AuditsQualifications and SkillsQualification and Required Experience:BCOM, MCOM ,MBA(Finance) with minimum 4-5 years of experienceSpecialized Skills: GST , Banking, Indian Tax laws, Balance sheet, P& L, Expertise in Tally, Excellent communication skillLanguages- English, Hindi, MarathiBehavioral Integrity: Should be self-starter and motivated and willing to take on new challenges High level of organization, strong orientation towards planning and ability to prioritize tasks Act with integrity Team LeaderJob Types: Full-time, Regular / Permanent

We are hiring for the position of Finance Manager Qualifications : Bachelors degree in Finance, Accounting, or a related fieldExperience : Proven experience of minimum 15 years in finance and compliance rolesResponsibilities :Good knowledge of Balance sheet , Profit and loss, Finance ratio, Annual Budget.Maintain accurate financial records through data entry.Manage accounts payable and receivable, ensuring timely invoicing and payment processing and ledger reconciliationsPreparation and Filing GST and TDS.Tax Audit, Statutory Audit, GST AuditFinalization of Books, Balance sheet , Profit and Loss accountSkill :Strong knowledge of TDS, GST, and other statutory compliances.Proficiency in accounting software - TallyProficiency in MS Office.Strong understanding of bookkeeping practices and principles.Good communication skills and the ability to work as part of a team.Job Location-Chakan PuneContact Person- Deepak - 7757087059ID- deepak.vijayamgmt@gmail.com

Job Description :-Use feedback and reflection to develop self-awareness, and personal strengths, and address development areas.-Delegate to others to provide stretch opportunities, coaching them to deliver results.-Demonstrate critical thinking and the ability to bring order to unstructured problems.-Use a broad range of tools and techniques to extract insights from current industry or sector trends.-Review your work and that of others for quality, accuracy, and relevance.-Know-how and when to use tools available for a given situation and can explain the reasons for this choice.-Seek and embrace opportunities that give exposure to different situations, environments, and perspectives.-Use straightforward communication, in a structured way, when influencing and connecting with others.-Able to read situations and modify behavior to build quality relationships.Key Responsibilities :-Responsible for tasks, processes or entities in the area of Financial Accounting & Closing which includes solving of problems and responding to ad hoc queries for assigned areas.-Completing a subset of P&L and Balance Sheet accounts including the full ownership of assigned accounts, deals or processes incl. ledger entries, reconciliation and substantiation.-Ensuring the effectiveness of Financial Accounting & Closing processes by proposing improvements to own tasks and processes.-To Co-ordinate with the Indirect & Direct Taxation team for filing of monthly GST & TDS returns-Work collaboratively to drive ideas/solutions with peers and managers which will improve Client efficiency.-Developing close relationships with key stakeholders-Managing your own workload, including reporting on progress and issues-Developing the ability to be agile and support a range of client/projects-Be able to implement and adapt to new or changing processes quickly.-Proactively build relationships with all team members including engagement with client teams, Vendors as well as customers of our c

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

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

Job description- Responsible for acquiring and developing preferred clients in HNI / Ultra HNI segment.- Identification of customer needs and provide them with right financial planning assistance, asset allocation and coordinate with product and research team for taking investment decision for the clients.(Products-Equity, Mutual funds, SIP, Bonds )- Maintaining strong client relationships and generate revenue from preferred clients.Build and deepen relationships with existing HNI/UHNI Customers to achieve an increase in the share of wallet.- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.- Responsible for achieving targets based on acquisition and revenue generation majorly through Equity- Initiates periodic meetings with the Research team to enable them to give structural segment market fundamental report, which facilitates the HNI/UHNI clients to invest better.- Responsible for Cross-Selling of product like SIP, MF, FIP, PMS, Life Insurance, etc.- Acts as a critical link in enabling one to one discussions, presentations to select group of HNI/UHNI for their investment needs.- Adhere to all company processes and policies by fulfilling the compliance standards in Financial Planning, Asset Allocation and Product SalesQualifications and Years of Experience :- Any graduate/ MBA Finance- Years of Experience : 3 Years - 7 Years only from Equity IndustryPreferred Skills :- Excellent selling and relationship nurturing skills- Strong market connect to enable shifting of client-base to new set-up- Outstanding written and oral communication skills.- 6+ years of proven record of managing HNI/UNHI clientele in investment/financial services and nurturing relationship with the customers- Teamwork and Collaboration with research team- Strong Organizational

Hiring for 02 Chartered Accountant Jobs in Mumbai, Nashik, Pune, with minimum 3 Years Experience, Required Educational Qualification is : B.Com,M.Com,CA with Good knowledge in accounting, auditing, Finance Manager, MIS Coordinator etc.