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Financial Analysis Job Vacancies in Surat

  • 1 - 7 yrs
  • Surat
Mutual Funds Communication Skills Investment Products Financial Products Stock Broking Problem Analysis
Key Responsibilities1. Build and manage a portfolio of HNI and UHNI clients.2. Understand client financial goals and provide suitable investment solutions.3. Offer advisory on products such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Investment Products such as Mutual funds, fixed-income securities (bonds/debentures), and fixed deposits, Specialized Offerings such as Global investments, private equity, Pre-IPO opportunities, Insurance and real estate funds.4. Regularly review client portfolios and recommend rebalancing as per market conditions.5.Acquire new clients through referrals, networking, and business development activities.6. Ensure compliance with regulatory requirements and internal policies.7. Maintain strong relationships with product partners and internal teams.8. Prepare reports, presentations, and investment proposals for clients.9. Stay updated with market trends, economic developments, and new financial products.Required Skills & Competencies1. Excellent communication and relationship management skills.2. Strong knowledge of financial markets and investment products.3. Strong analytical and problem-solving abilities.4. Client-centric approach with a sales and advisory mindset.5. Ability to work independently and meet targets.
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Senior Accountant Executive - Surat

Sunshine Manpower Solution And Services

  • 3 - 5 yrs
  • 4.5 Lac/Yr
  • Surat
Book Keeping Taxation Indirect Taxation TDS Bank Reconciliation Tally ERP Financial Reporting Financial Analysis Statutory Audit
Job Title: Senior Accountant Executive Location: Surat Experience: 3 to 5 year experience in Accounting. Job Responsibilities: Handle daily bookkeeping: record transactions and reconcile regularly. Maintain ledgers, journals, and assist in finalizing financial statements. Reconcile bank statements accurately. Manage accounts payable and receivable, ensuring timely payments and collections. Oversee payroll and handle key tax compliances like GST and TDS. Use ERP for accounting entries and workflows. Lead month-end, quarter-end, and year-end finalizations of accounts. Assist with budgeting and forecasting.Qualifications and Skills : Bachelor's degree of B.com/M.com/CA fresher. Proven experience as an Accountant or similar role.
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Company Secretary

Kenil Management Services Pvt. Ltd.

Secretarial Activities Listing Agreement Compliance Attention to Detail Excellent Organization Skills Consultancy Skills Note-taking & Typing Knowledge Of Legalities Skills For Financial Analysis Critical Thinking Skills Customer Servicing Company Secretary Walk in
Report to the chairman and often liaise with board members.Prepare agendas and papers for board meetings, committees, and annual general meetings (AGMs) and follow up on action points.Convene and service AGMs, take minutes, draft resolutions, and lodge required forms and annual returns with appropriate departments.Provide legal, financial, and/or strategic advice during and outside of meetings.Ensure policies, regulatory, or statutory changes that might affect the organization are up to date and approved by the committee.Maintain statutory books, including registers of members, directors, and secretaries.Handle correspondence, collate information, write reports and communicate decisions to relevant company stakeholders.Liaise with external regulators and advisers such as lawyers and auditors.Implement processes or systems to ensure good management of the organization.Develop and oversee the systems that ensure the company complies with all applicable codes, in addition to its legal and statutory requirements.Pay dividends to shareholders and manage share option schemes opted by various shareholders.Monitor the administration of the companys pension scheme.Manage contractual agreements with suppliers and customers.Manage the office space and deal with personnel administration and company/staff insurance policies.Drive PR activities related to aspects of financial management.
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