1358

Finance Manager Jobs

Filters

Chartered Accountant - Reengus Sikar

Connexions Management Consultants

  • 3 - 9 yrs
  • 12.0 Lac/Yr
  • Reengus Sikar
Taxation TDS Return Balance Sheet Statutory Audit GST Return Finance Manager Finance Head Income Tax Indirect Taxation Chief Finance Officer CFO Account Manager Balancesheet
Finalize books of accounts, balance sheets, P&L statements, and cash flow statements under applicable standards / Monitor and analyze raw material, packaging, and factory overhead costs, prepare entity budgets, and support product pricing decisions/ Handle direct and indirect taxation including GST, TDS, and Income Tax returns, alongside statutory and cost audits./ Coordinate internal and system audits, implement auditor recommendations, and strengthen internal financial controls.Education: Qualified Chartered Accountant (CA) registered with the ICAI
View all details
  • 0 - 1 yrs
  • 4.3 Lac/Yr
  • Nashik
Banking Assistant Corporate Bank Banking Sales Banking Finance
BANKING JOB OPPORTUNITYIndias 2nd Largest Private Sector BankPosition: SRM / Relationship Manager Grade: Senior Officer Annual CTC: 3.12 LPA - 3.84 LPA Job Location: As per bank requirements### JOB RESPONSIBILITIES- Acquire and onboard new affluent customers through self-generated and assigned leads.- Manage and service existing bank customers.- Promote banking products, including deposits, loans, and Kisan Credit Card (KCC).- Understand customer requirements and recommend suitable banking products.- Ensure excellent customer satisfaction through branch and digital banking channels.- Maintain banking compliance and deliver a superior customer experience.### ELIGIBILITY CRITERIA- Qualification: Fresh full-time graduates with a minimum of 50% aggregate marks or equivalent CGPA.- Age Limit: 25 years or below on the date of application through ICICI Careers.- Experience: Less than 12 months of work experience.Not Eligible: Engineering graduates, Diploma Engineers, CA, MBA, and postgraduate candidates.Additional Requirements:- Applicants must not have any relatives working at ICICI Bank.- Candidates must not have attended an ICICI Bank interview within the last 6 months.- Must be interested in sales and relationship management.- Must be willing to relocate as per the bank's requirements.For Direct Interview / HR Contact: 9433816131NO FEES WILL BE CHARGED for the job opportunity, training, residential accommodation, or food.Interested and eligible candidates can contact HR for further details.*Note: Final selection, eligibility verification, salary, and posting are subject to the bank's recruitment process.*
View all details
  • 5 - 10 yrs
  • 7.5 Lac/Yr
  • Moodabidri Mangalore
Internal Auditor Advance Excel Accountant Tally Tally Operator Finance Auditing Tally GST Income Tax Tax Analyst Statutory Audit Direct Tax Financial Statements GST TDS
Manage daily accounting activities, including sales, purchases, expenses, and journal entries.Maintain accurate financial records, bills, vouchers, and invoices.Handle bank reconciliation, cash flow, accounts payable, and accounts receivable.Manage GST, TDS, and other statutory compliances.Prepare monthly financial statements and management reports.Verify accounting transactions, bills, vouchers, cash, bank, and stock records.Conduct internal audits to ensure accuracy and compliance with company policies.Identify accounting errors, discrepancies, and financial irregularities.Ensure timely salary processing, vendor payments, and other financial transactions.Coordinate with external auditors, banks, and management.Monitor internal controls and suggest improvements to prevent errors and financial losses.Maintain proper documentation and support statutory audits.Ensure compliance with accounting standards, company policies, and applicable laws.
View all details

Hiring For Finance Head

PDC Group of India

  • 7 - 13 yrs
  • 8.5 Lac/Yr
  • Ranchi
Financial Planning Corporate Finance Trade Finance Financial Reporting Legal Compliance Accounts Tally
* Lead financial strategy, planning, budgeting & forecasting* Drive cash flow, working capital & liquidity management* Oversee profitability, cost control & financial performance* Manage MIS, financial reporting & business analytics* Drive debtor management, receivables & collection discipline* Oversee banking, audits, taxation, compliance & internal controls* Provide strategic financial insights to the MD & management* Build strong financial systems, processes and controls* Lead and develop the Finance & Accounts team* Act as a strategic business partner to the leadership team
View all details

Get Personalized Job Matches

Based on your experience, skills, interests, and career goals to help you find the most relevant opportunities faster. Register Now!
  • 0 - 1 yrs
  • Female
  • Rajkot
Team Building Outbound Calling Sales Time Management Lead Generation Telesales Executive
We Shree Wealth Care, Aastha Kagda (Manager - Mo. No. 99257 98814 Email ID : manager.shreewealthcare@gmail.com) is looking for a confident and motivated Finance Executive to contact potential customers, generate leads, explain financial products such as loans, insurance, and investments, and follow up with interested customers.Key Responsibilities:- Make outbound calls to potential customers.- Generate leads and follow up with customers.- Explain basic financial products and services.- Maintain customer records and calling data.- Achieve daily and monthly targets.Required Skills:- Good communication skills.- Basic computer knowledge.- Confidence and a positive attitude.- Customer handling and follow-up skills.- Willingness to learn financial products.Salary: 8,000-12,000 per month
View all details

Hiring For Sales Executive

Moneybeing Private Limited

  • 1 - 5 yrs
  • 6.0 Lac/Yr
  • Jaipur
Mortgage Loans Home Loans Home Loan Executive Mortgage Loan Officer Housing Loan Housing Finance
A Sales Executive is responsible for identifying potential customers, generating leads, promoting products or services, achieving sales targets, maintaining client relationships, negotiating deals, and ensuring customer satisfaction. The role also involves market research, follow-ups, and preparing sales reports to support business growth.
View all details

Account Manager - Full Time

Upasana Manpower Solution

  • 6 - 10 yrs
  • 14.0 Lac/Yr
  • Mumbai
Account Tally Software Tally ERP TDS Tally Income Tax Taxation Book Keeping Tax Audit Accounts Finalisation Balance Sheet Bank Reconciliation Banking Finance Tally GST Communication Skills TDS Return International Finance Time Management Bank Accounting GST GST Return
Recording Transactions: Document daily financial activities, maintain general ledgers, and track accounts payable and receivable. Financial Reporting: Prepare essential statements including the balance sheet, income statement (profit and loss), and cash flow statement. Reconciliation: Match bank statements, employee expense reports, and petty cash logs against ledger entries to catch discrepancies. Budgeting and Forecasting: Help department heads build annual budgets, track actual spending against projections, and forecast cash flow. Tax Compliance: Compute tax liabilities, prepare local or national tax returns, and keep records up to date for regulatory audits. Audit Support: Gather financial documentation, answer questions from internal or external auditors, and implement suggested process improvements. Cost and Risk Analysis: Evaluate spending patterns to recommend cost-reduction strategies and flag financial risks.Common Specializations General / Staff Accountant: Handles day-to-day bookkeeping, reconciliations, and routine reporting inside a company. Cost and Management Accountant (CMA): Focuses on internal budgeting, cost-estimating software, and business profitability. Chartered Accountant (CA) / Certified Public Accountant (CPA): Provides advanced financial advice, signs off on official audits, and handles complex tax or corporate finance matters. Tax Accountant: Specializes strictly in tax laws, corporate or personal filings, and compliance strategies
View all details
  • 5 - 10 yrs
  • 14.0 Lac/Yr
  • Patparganj Delhi
Financial Planning & Analysis Financial Reporting & MIS Escellent Communication & Presentation Skills Business Development & Profitability Analysis Investment & Capital Management Cost Control & Cost Reduction Leadership & Team Management Accounting & Auditing Hardworking Good Communication Problem-Solving
The chief Financial Officer is responsible for overseeing the company's financial strategy, financial planning, accounting, budgeting, risk management, and overall financial performance. The CFO Provides strategic financial guidance to senior management and ensures compliance with applicable financial laws and regulations. Key Responsibilities :- . Develop and implement the company's financial strategy and long- term financial plans. . Manage accounting, finance, taxation, treasury, budgeting, and financial reporting functions. . Prepare and monitor annual budgets, forecasts, cash- flow projections, and financial plans. . Analyze financial performance and provide recommendations to management and the board- of Directors. . Ensure accurate and timely preparation of financial statementsm MIS reports, and management reports. . Monitor cash flow, working capital, investments, and overall financial liquidity. . Provide financial insights and support senior management in strategic business decisions. . Establish KPLs and financial performance measures to track business results.
View all details
  • Fresher
  • 1.0 Lac/Yr
  • Female
  • Ahmedabad
Tele Marketing Call Handling Financial Literacy
We are looking for a dedicated Phone Banking Officer to join our team in Ahmedabad. This full-time position is perfect for freshers who have completed their 10th grade education. The role requires female candidates who are comfortable working from the office.Key Responsibilities:- Customer Support: Handle incoming calls from customers, providing assistance and addressing inquiries about banking services.- Account Management: Help customers with their account-related questions and guide them through processes like balance inquiries and transaction confirmations.- Problem Resolution: Identify and resolve customer issues effectively, ensuring a positive experience for all callers.- Product Promotion: Inform customers about new and existing banking products, encouraging them to take advantage of available services.- Data Entry: Accurately input customer information and call details into the system for tracking and reporting purposes.Required Skills and Expectations:- Communication Skills: Strong verbal communication is essential to effectively interact with customers and convey information clearly.- Customer Service Orientation: A friendly demeanor and a willingness to assist customers will help build a positive relationship with clients.- Attention to Detail: Ability to listen carefully and record information accurately to prevent errors.- Basic Computer Skills: Familiarity with handling basic computer functions to enter data and access customer information.- Team Player: A collaborative attitude is important, as you will work closely with other team members to ensure customer satisfaction. This role is ideal for those looking to start their career in banking and customer service.
View all details

Looking For Finance Executive (Female)

BR Autoventures Private Ltd.

  • 0 - 4 yrs
  • 2.5 Lac/Yr
  • Lucknow
Banking Officer Loan Officer Finance Financial Services Microsoft Office Sales Banking Finance
Job Description: Female Finance Executive - BR Tata Motors DealershipLocation: Sushant Golf City & Alambagh, LucknowIndustry: Automobile FinanceEmployment Type: Full-TimeGender: Female Candidates OnlyJob ResponsibilitiesHandle car loan applications from login to sanction and disbursement.Coordinate with banks, NBFCs and financial institutions.Collect and verify customer KYC, income and other required documents.Explain loan schemes, interest rates and EMI options to customers.Coordinate with the Sales Team, Team Leaders and Finance Manager.Follow up with banks for loan approval, documentation and disbursement.Maintain daily finance MIS and update loan case status.Ensure timely processing of customer finance cases.Achieve monthly finance and disbursement targets.Candidate RequirementsGraduate preferred.Freshers and experienced candidates can apply.Basic computer knowledge and MS Excel skills.Good communication and coordination skills.Willingness to learn automobile finance processes.Responsible, organised and customer-focused.Salary: 12,000-20,000 per month, depending on experience and skills.Apply Now: Contact 8081207761Company: BR Tata Motors Dealership, Lucknow
View all details
  • 4 - 10 yrs
  • 6.0 Lac/Yr
  • Mohali
Account Manager Team Manager Computer Financial Accounting General Ledger Accounting Account Payable Account Receivable GST TDS Tally ERP Bank Reconciliation MIS Reporting Time Management Cash Flow Management
Job Title: Accounts ManagerIndustry: Automobile / Automotive Manufacturing (OEM)Job Location: Mohali, PunjabSalary: 40,000-50,000 per monthExperience Required: 5-8 YearsFunctional Area: Accounts, Finance & TaxationJob DescriptionWe are hiring an experienced Accounts Manager for an established Original Equipment Manufacturer (OEM) in the automobile industry. The company caters to reputed automotive clients, including Maruti Suzuki India Ltd., Volvo Eicher Ltd., and Tata Motors.The ideal candidate will be responsible for overseeing accounting operations, ensuring financial accuracy and statutory compliance, and managing a team of 5-8 accountants.Key ResponsibilitiesManage, supervise, and guide a team of 5-8 accountants.Oversee daily accounting operations, including accounts payable, accounts receivable, ledger maintenance, and bank reconciliations.Review financial statements, monthly reports, and Management Information System (MIS) reports.Ensure timely GST, TDS, and other applicable statutory compliances.Monitor cash flow, outstanding receivables, payables, and financial transactions.Supervise vendor and customer account reconciliations.Oversee month-end and year-end closing activities.Coordinate with auditors, banks, vendors, customers, and internal departments.Review the team's work to ensure accuracy, proper documentation, and adherence to deadlines.Support budgeting, expense monitoring, and cost-control initiatives.Required Qualifications and SkillsBachelor's degree in Commerce, Accounting, or Finance.5-8 years of relevant experience in accounting and finance.Proven experience in team management, preferably supervising a team of accountants.Strong knowledge of accounting principles, GST, TDS, and statutory compliance.Proficiency in MS Excel and accounting software such as Tally or ERP systems.Strong analytical, organizational, and problem-solving skills.Good communication and coordination skills.Preferred Candidate ProfileCandidates with experience in automobile manufacturing, automotive components, or other manufacturing industries will be preferred.Ability to independently manage accounting operations and supervise a team.Strong attention to detail, financial accuracy, and adherence to reporting deadlines.Salary and Employment DetailsSalary: 40,000-50,000 per month, depending on experience and suitability.Location: Mohali, Punjab.Experience: 5-8 years.How to ApplyInterested and eligible candidates may share their updated CV with Penguin Consultants.Contact: 8284843707 / 9464578407Email: prathna@penguinconsultants.co.inWebsite: https://www.penguinconsultants.co.in
View all details
  • 15 - 20 yrs
  • 18.0 Lac/Yr
  • Chandigarh
Financial Planning Corporate Finance Treasury Trade Finance Management Finance Financial Reporting Legal Compliance Financial Modelling Banking Finance Accounts Tally
Key Responsibilities: Oversee full cycle accounting functions, including accounts payable, and accounts receivable. Ensure compliance with Indian tax authorities Lead all financial planning and analysis, including forecasting, budgeting, and cash flow managementSpecific Job Knowledge, Skill, and Ability:The individual must possess the following knowledge, skills, and abilities and be able to explain anddemonstrate that he, she, or they can perform the job's essential functions: Requires the ability to learn, and manage the responsibilities of the position Requires working knowledge and application of accounting principles, managerial accounting. Ability to work collaboratively and act in a lead role within a team environment Requires the ability to direct, train, and coordinate staff and establish and maintain cooperativeworking relationships with the team, contractors, and other third-party representatives Demonstrated ability to respond effectively to multiple priorities and respond in a dynamic workenvironment Requires the ability to develop and administer budgets Take the initiative and ownership of projects, assignments, and programs in their entirety Ability to make interpret, problem-solve and make decisions based on analytical data Ability to routinely and independently exercise sound judgment in decision-making Excellent communication, presentation, analytical, planning, and process developmentskills Ability to maintain confidentiality and effectively handle sensitive information with sound judgment,tact, and discretion Proficiency in Microsoft Suite applications and other key toolsMinimum Qualifications: The Head of Finance must have a degree in Accounting, Finance, Business, or other related field. Minimum of two years of experience managing direct reports Working knowledge and business application accounting principles, managerial accounting, andfinance principles Demonstrated history of strong project management and organizational skills; ability to independentlymanage and prioritize multiple projects and tasks with exceptional attention to detail Demonstrated strength in team management; passion for supporting and developing staff;strongability to motivate team members and assess performance Oversee company billing, collections, monthly bank account, and cash flow on a day-to-day basis Maintain efficient control over assets, liabilities, revenue, and costs, ensuring compliance with keyrequirements Maintain control overthe assets, liabilities, income, and expenditures and provide management with anoverview of the overall performance of the organization Liaise withboth Internal and External Audit and Compliance Reviews, ensuring that aneffective programof organization auditis in place and corrective action is promptly taken where required. Ensures Directors receive timely monthly reports and collaborates with them to ensure financial, andoperational performance. Prepare monthly, quarterly, and end-of-year financial reportsfor business reviews. Handle investments and assess/mitigate organizationalrisks Work cross-functionally with the leadership team to support any financial or claim inquiries Actively take part in training the team to ensure that all team members are of the same standard Lead a team of 4 Accounts Officers and be responsible fortheir performance & the overall finance dept. Track financial transactions via the internal purchase ordersyst
View all details

Junior Accountant - Hansi Hisar

Excellent Placement Services

  • 1 - 5 yrs
  • 4.3 Lac/Yr
  • Hansi Hisar
B Com M Com Junior Accountant Finance Manager Taxation Income Tax TDS Tally GST Tally ERP Cash Handling GST Return
We are looking to hire graduates (B.Com) for the role of Accounts Executive in our Finance team. The ideal candidate should have a strong academic background in commerce and a basic understanding of accounting principles. .Key Responsibilities:Assist in preparing day-to-day accounting entries (journal entries, ledger updates, etc.)Support the team in the preparation and analysis of financial statementsMaintain records of invoices, payments, and receiptsHelp with bank reconciliations and petty cash managementWork closely with senior accountants during audits and monthly closingsPerform data entry and documentation as per company policiesCandidate Requirements:Education: B.Com (Bachelor of Commerce) mandatoryExperience: 6 months-5 yearSkills:Basic knowledge of accounting concepts (debit/credit, balance sheet, etc.)Familiarity with MS ExcelAttention to detail and accuracyGood communication and willingness to learnRole: Junior AccountantIndustry Type: Financial ServicesDepartment: Finance & AccountingEmployment Type: Full Time, PermanentRole Category: FinanceEducationUG: B.Com in Commerce, Any Graduate
View all details

Hiring Internal Audit Manager

Talent Zone Consultant

  • 7 - 10 yrs
  • Bangalore
Internal Audit Risk Assessment Internal Controls Audit Planning Regulatory Compliance IFC SOX Audit Reporting Process Improvement Financial Auditing
Hiring: Internal Audit ManagerLocation: BangaloreExperience: 7-10 YearsWe are looking for an experienced Internal Audit Manager to lead audit activities, assess internal controls, ensure regulatory compliance, and identify operational and financial risks.Key Responsibilities:Plan and execute risk-based internal audits.Evaluate internal controls, financial processes, and operational procedures.Identify audit gaps, risks, and compliance issues.Prepare audit reports and recommend corrective actions.Coordinate with business teams and external auditors.Monitor audit observations and ensure timely closure of findings.Key Skills: Internal Audit, Risk Assessment, Internal Controls, Audit Planning, Regulatory Compliance, IFC, SOX, Audit Reporting, Process Improvement, Financial Auditing
View all details

Hiring For Accounts Executive

D Hubb HR & Business Solutions

  • 0 - 6 yrs
  • 5.0 Lac/Yr
  • Vidya Vihar Mumbai
Balance Sheet Tally Book Keeping Advance Excel Payroll Administration Reporting Financial Statement Account UK Shift Management Accounts Reconciliation Bank Reconciliation
We have an opening for UK Accounts / KPO Company located at Vidyavihar. Opening is for Intern CA ,Sr & Jr Accounts Executive for UK based client .Job Profile Plan and process to implement accountancy systems and policies. Establish tables of accounts, and assign entries to proper accounts. Reconciliation of management accounts and Bank on a monthly basis Prepare accounting records, financial statements, and other financial reports & analyse for accuracy, completeness, and conformance to reporting and procedural standards. Reporting of Monthly, Quarterly & Annual accounts Analyse business operations, trends, costs, revenues, financial commitments, and obligations, for projection of future revenues and expenses. Budgeting & preparing periodic reports which compare budgeted costs to actual costs. Evaluate financial information for management purposes. Initiate & implement, modify, and document record keeping and accounting systems. Payment of suppliers on a monthly basis (authorized by a Director) Payroll Administration as required. Handle, resolve and respond to queries that may arise from clients.Candidate Profile Graduates, Post Graduates, Inter CA Experience of 1-2 years is desired. Freshers who are Exceptionally good will also be considered Individuals should have Book Keeping knowledge & Computer skills Analytical skills & Commitment for accuracy along with hard work Good Communication skills in English Both genders are eligibleBenefits - Sunday weekly Off Saturday - 3rd and 4th Saturday if applicable Good Salary based on experience. Statutory Benefits like PF, ESICJob timing is - 11 am to 8pm
View all details

Hiring For Senior Accountant

Cynosure Corporate Solutions

  • 10 - 20 yrs
  • Chennai
Tally Prime GST TDS Income Tax Accounts Payable Accounts Receivable General Ledger Bank Reconciliation Financial Reporting MIS MS Excel Audit Statutory Compliance Cash Flow Management Finalization Of Accounts
We are looking for an experienced Senior Accountant with 10+ years of experience to independently manage and oversee the company's accounting and financial activities. The ideal candidate should have strong expertise in Tally, GST, TDS, taxation, financial reporting, reconciliations, audit coordination, and finalization of accounts. Experience in the real estate or construction industry is highly preferred.Key Responsibilities:Independently manage day-to-day accounting and finance operations.Maintain complete and accurate books of accounts in Tally Prime.Review and verify accounting entries, ledgers, vouchers, and supporting documents.Manage accounts payable, accounts receivable, and vendor/customer reconciliations.Prepare and review trial balance, P&L, balance sheet, and other financial statements.Handle GST compliance, GST reconciliation, and return filing.Manage TDS calculation, deduction, payment, and return filing.Handle income tax-related accounting and coordinate with tax consultants.Perform regular bank and ledger reconciliations.Manage month-end and year-end closing and assist in finalization of accounts.Prepare MIS reports, cash flow statements, and financial reports for management.Coordinate with statutory, internal, and tax auditors.Monitor receivables, payables, expenses, and cash flow.Ensure compliance with applicable statutory and accounting requirements.Supervise and guide junior accounting staff.Coordinate with management, vendors, customers, banks, auditors, and other stakeholders.Support management in budgeting, financial analysis, and other finance-related activities.Required Skills & Qualifications:B.Com / M.Com / CA Inter or equivalent qualification.10+ years of relevant accounting experience.Strong hands-on experience in Tally Prime.Excellent knowledge of GST, TDS, Income Tax, and statutory compliance.Strong knowledge of accounting principles and finalization of accounts.Experience in preparation of P&L, Balance Sheet, Trial Balance, and MIS.Strong MS Excel skills.Good knowledge of bank and ledger reconciliation.Strong analytical and problem-solving skills.Ability to independently handle accounting operations.Prior experience in the real estate / construction industry is highly preferred.Good leadership, communication, and team management skills.
View all details

Taxation Head - Full Time (Female)

Unique Manpower Consultancy

  • 1 - 7 yrs
  • 5.0 Lac/Yr
  • Belapur Navi Mumbai
Income Tax Taxation Finance Indirect Taxation Direct Tax Service Tax TDS Tally ERP Statutory Audit Tax Audit US Accounting Financial Reporting Financial Statements Income Tax Return Tally Certified Professional Tax Returns Challan Entries TDS Return Banking Process Accounts and Taxation GST Return GST
We are seeking a dedicated and experienced individual for the position of Taxation Head in Belapur, Navi Mumbai. This full-time role is ideal for a female candidate with 1 to 7 years of experience in taxation.nnKey Responsibilities:nn1. Tax Planning and Compliance: Oversee tax planning strategies to ensure compliance with local and national tax laws. You will provide guidance on tax liabilities and benefits.nn2. Filing and Documentation: Ensure timely and accurate filing of all tax returns and maintaining necessary documentation. This involves thorough record-keeping to support claims and requests.nn3. Team Leadership: Manage and mentor a team of tax professionals. You will facilitate training and development to ensure high performance within the team.nn4. Audit Preparation: Prepare for tax audits by coordinating with external auditors, ensuring all financial records are in order and provide necessary documentation as needed.nn5. Regulatory Updates: Stay updated on changes in tax laws and regulations. You will be responsible for communicating any relevant changes to the team and implementing necessary adjustments.nnRequired Skills and Expectations: nnThe ideal candidate should possess a graduate degree and have strong analytical and problem-solving abilities. Excellent communication skills are vital for explaining complex tax concepts to team members and management. A detail-oriented approach is essential to navigate compliance requirements effectively. Additionally, strong leadership skills will be necessary to manage a team and ensure work is completed accurately and efficiently.
View all details

Hiring For Sales Officer

Rojgari Placements Pvt. Ltd

  • 1 yrs
  • 2.5 Lac/Yr
  • Amravati Nagpur
Field Sales Direct Sales Target Achievement Sales Financial Services
Job ResponsibilitiesGenerate new business leads through field visits, referrals, and customer interactions.Promote and sell financial products such as loans, credit cards, insurance, and other banking-related services.Build and maintain strong relationships with customers.Achieve monthly sales targets and business objectives.Identify customer needs and recommend suitable financial products.Follow up with prospective customers and convert leads into sales.Collect and verify customer documents as per company policies.Coordinate with internal teams to ensure smooth application processing.Maintain daily sales reports and update customer information.Ensure compliance with company policies and regulatory guidelines.intrested candidate than contact on : 9033526313
View all details
  • 2 - 5 yrs
  • 7.0 Lac/Yr
  • Siliguri
Asset Allocation Client Advisory Insurance Planning Financial Planning Asset Protection Financial Analysis Wealth Management Wealth Preservation Retirement Income Investment Strategies Investment Management Client Relationship
We are seeking a dedicated Wealth Advisor to join our team in Siliguri, India. This role is ideal for individuals with 2 to 5 years of experience in finance or investment services.nnAs a Wealth Advisor, you will guide clients in managing their financial assets and investments. You will work closely with them to develop personalized strategies that align with their financial goals.nnKey Responsibilities:nn1. Client Consultation: Meet with clients to understand their financial objectives, risk tolerance, and investment goals. Build strong relationships to foster trust and loyalty.nn2. Investment Strategy Development: Create tailored investment plans that suit individual client profiles, incorporating various investment products and services.nn3. Market Research: Stay updated on market trends, economic news, and financial products to provide informed advice to clients.nn4. Performance Monitoring: Regularly review and assess clients' portfolios, making necessary adjustments to optimize performance and meet changing needs.nn5. Compliance and Reporting: Ensure all financial practices adhere to regulatory standards, and provide clients with accurate reports and documentation.nnRequired Skills and Expectations:nnCandidates should hold a graduate degree and possess strong communication skills to effectively convey complex financial ideas to clients. A solid understanding of investment principles and financial markets is essential. You should be proactive, detail-oriented, and capable of working in a team-oriented environment. The ability to build lasting client relationships is crucial for success in this role.
View all details

Head Business development(10-15 Yrs)

Tech Turmeric IT Services

  • 10 - 15 yrs
  • 15.0 Lac/Yr
  • Wadala Mumbai
Financial and Commercial Understanding Strategic Partnerships Leadership and Team Management Presentation and Communication Skills Networking and Relationship Management CRM and Sales Pipeline Management Strong Analytical and Decision-making Abilities Negotiation and Deal-making Business Development and Sales Strategic Business Planning
As a Business Development Manager, you will play a crucial role in driving growth and expanding our market presence. Your primary responsibilities will include:- Identifying New Business Opportunities: You will research and analyze market trends to find potential clients and business avenues, ensuring the company remains competitive.- Building Client Relationships: You will establish and maintain strong relationships with clients, understanding their needs and fostering long-term partnerships to generate repeat business.- Developing Business Strategies: You will create and implement effective strategies to enhance sales and profitability, aligning with organizational goals to achieve sustainable growth.- Coordinating with Cross-Functional Teams: You will collaborate with various departments, including marketing and operations, to ensure a cohesive approach in achieving business objectives.- Preparing Proposals and Presentations: You will develop compelling proposals and make presentations to potential clients, showcasing how our services meet their needs.- Monitoring Competitor Activities: You will keep an eye on market competition, analyzing their strategies and performance to adapt our approaches effectively.To succeed in this role, you should have a strong background in business development, with 10 to 15 years of relevant experience. Excellent communication and negotiation skills are essential, along with the ability to develop strategic plans. A proactive approach to problem-solving and the ability to work independently and within a team are also important. Familiarity with market research tools and a results-oriented mindset will further enhance your effectiveness in this role.
View all details
  • 0 - 1 yrs
  • 4.3 Lac/Yr
  • Pune
Banking Assistant Corporate Bank Banking Sales Banking Finance
BANKING JOB OPPORTUNITYIndias 2nd Largest Private Sector BankPosition: SRM / Relationship Manager Grade: Senior Officer Annual CTC: 3.12 LPA - 3.84 LPA Job Location: As per bank requirements### JOB RESPONSIBILITIES- Acquire and onboard new affluent customers through self-generated and assigned leads.- Manage and service existing bank customers.- Promote banking products, including deposits, loans, and Kisan Credit Card (KCC).- Understand customer requirements and recommend suitable banking products.- Ensure excellent customer satisfaction through branch and digital banking channels.- Maintain banking compliance and deliver a superior customer experience.### ELIGIBILITY CRITERIA- Qualification: Fresh full-time graduates with a minimum of 50% aggregate marks or equivalent CGPA.- Age Limit: 25 years or below on the date of application through ICICI Careers.- Experience: Less than 12 months of work experience.Not Eligible: Engineering graduates, Diploma Engineers, CA, MBA, and postgraduate candidates.Additional Requirements:- Applicants must not have any relatives working at ICICI Bank.- Candidates must not have attended an ICICI Bank interview within the last 6 months.- Must be interested in sales and relationship management.- Must be willing to relocate as per the bank's requirements.For Direct Interview / HR Contact: 9433816131NO FEES WILL BE CHARGED for the job opportunity, training, residential accommodation, or food.Interested and eligible candidates can contact HR for further details.*Note: Final selection, eligibility verification, salary, and posting are subject to the bank's recruitment process.*
View all details
  • 0 - 1 yrs
  • 4.3 Lac/Yr
  • Navi Mumbai
Banking Assistant Corporate Bank Banking Sales Banking Finance
BANKING JOB OPPORTUNITYIndias 2nd Largest Private Sector BankPosition: SRM / Relationship Manager Grade: Senior Officer Annual CTC: 3.12 LPA - 3.84 LPA Job Location: As per bank requirements### JOB RESPONSIBILITIES- Acquire and onboard new affluent customers through self-generated and assigned leads.- Manage and service existing bank customers.- Promote banking products, including deposits, loans, and Kisan Credit Card (KCC).- Understand customer requirements and recommend suitable banking products.- Ensure excellent customer satisfaction through branch and digital banking channels.- Maintain banking compliance and deliver a superior customer experience.### ELIGIBILITY CRITERIA- Qualification: Fresh full-time graduates with a minimum of 50% aggregate marks or equivalent CGPA.- Age Limit: 25 years or below on the date of application through ICICI Careers.- Experience: Less than 12 months of work experience.Not Eligible: Engineering graduates, Diploma Engineers, CA, MBA, and postgraduate candidates.Additional Requirements:- Applicants must not have any relatives working at ICICI Bank.- Candidates must not have attended an ICICI Bank interview within the last 6 months.- Must be interested in sales and relationship management.- Must be willing to relocate as per the bank's requirements.For Direct Interview / HR Contact: 9433816131NO FEES WILL BE CHARGED for the job opportunity, training, residential accommodation, or food.Interested and eligible candidates can contact HR for further details.*Note: Final selection, eligibility verification, salary, and posting are subject to the bank's recruitment process.*
View all details
  • 0 - 1 yrs
  • 4.3 Lac/Yr
  • Chhatrapati Shivaji Colony Pilibhit
Banking Assistant Corporate Bank Banking Sales Banking Finance
BANKING JOB OPPORTUNITYIndias 2nd Largest Private Sector BankPosition: SRM / Relationship Manager Grade: Senior Officer Annual CTC: 3.12 LPA - 3.84 LPA Job Location: As per bank requirements### JOB RESPONSIBILITIES- Acquire and onboard new affluent customers through self-generated and assigned leads.- Manage and service existing bank customers.- Promote banking products, including deposits, loans, and Kisan Credit Card (KCC).- Understand customer requirements and recommend suitable banking products.- Ensure excellent customer satisfaction through branch and digital banking channels.- Maintain banking compliance and deliver a superior customer experience.### ELIGIBILITY CRITERIA- Qualification: Fresh full-time graduates with a minimum of 50% aggregate marks or equivalent CGPA.- Age Limit: 25 years or below on the date of application through ICICI Careers.- Experience: Less than 12 months of work experience.Not Eligible: Engineering graduates, Diploma Engineers, CA, MBA, and postgraduate candidates.Additional Requirements:- Applicants must not have any relatives working at ICICI Bank.- Candidates must not have attended an ICICI Bank interview within the last 6 months.- Must be interested in sales and relationship management.- Must be willing to relocate as per the bank's requirements.For Direct Interview / HR Contact: 9433816131NO FEES WILL BE CHARGED for the job opportunity, training, residential accommodation, or food.Interested and eligible candidates can contact HR for further details.*Note: Final selection, eligibility verification, salary, and posting are subject to the bank's recruitment process.*
View all details

Relationship Manager - Full Time

Rojgari Placements Pvt. Ltd

  • 2 - 8 yrs
  • Ahmedabad
Relationship Manager Relationship Officer Sales Insurance Insurance Sales Sales Executive Field Sales Mutual Funds Sales Loan Sales Financial Product Sales Sales Officer Customer Relationship Team Management Skills BFSI Negotiation Skills HNI Acquisition Customer Service Interpersonal Skills
We are seeking a dedicated Relationship Manager to join our team in Ahmedabad. The ideal candidate will have 2 to 8 years of experience and a graduate degree. This full-time position requires a professional who excels in building and maintaining strong relationships with clients.Position:- Relationship ManagerLocation:- AhmedabadQualification:- graduationExperience:- Minimum 2 yearsNeed minimum 2 years experience in sale of insurance, mutual funds, loan sales, financial products etc...Interested candidate can contact on 7623888872
View all details
  • 5 - 8 yrs
  • 6.0 Lac/Yr
  • Panchkula
Account Reconciliation Accounts Payable Tax Compliance Financial Statements TDS GST Cash Book Bank Payments Vouchers Accounts Receivable Financial Modeling Cash Flow Management
Qualification- MBA in Finance/ M. Com with graduation as B. Com. Desired Experience- Experience level - 4 to 6 years. Must have been a consistent employee in the previous organizations. Job Description - Entering all types of vouchers in Tally, Updating of petty cash book on a daily basis, Updating purchase bills as per Material Receipt Note (MRN), Inputting bank payments, Depositing cash and cheques in bank as and when required (withdrawal of cash as well), Generation of sales bills, Payment of utility and miscellaneous expenses, Bank reconciliation, Providing ledgers for salary deductions and Casual/ Contractor ledgers with ESI calculations to HAD, Taxation - Deposit and filling of TDS & GST returns, Assisting finance and account head in his day to day tasks, Declaration of Marine Insurance and co-ordination for timely stock audits. Maintaining proper files of all documents mentioned above. Any other task (related to the above) assigned by immediate senior. Required Skill Sets - Worked on ERP or any software eg. Tally, Busy etc. Excellent knowledge of MS Office, Outlook etc. Non-Technical Skill Sets - Excellent verbal and written communication skills between external parties and all levels within the organization are required. Must be motivated with a focus on team performance. Must be self-motivated with a desire to continue to learn new skills. Adherence to organizational policies and procedures.Organizational Relationship-Reports to - Deputy Manager
View all details
  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • Ludhiana
Insurance Products Banca Bancassurance Cross-Selling Performance Tracking Financial Services Lead Generation Presentation Skills Problem Solving Goal Setting Retail Banking
A Bancassurance Sales Manager drives insurance product sales through banking partner networks by managing partner relationships, hitting revenue targets, and training bank staff. Role OverviewBancassurance involves selling insurance policies life insurance through a partner banks branch network. As a Sales Manager, you act as the bridge between the insurance company and the partner bank. Key Responsibilities Relationship Management: Build strong, daily working bonds with bank branch managers, tellers, and relationship officers to promote insurance offerings. Sales Target Achievement: Drive cross-selling and up-selling of insurance policies to the banks existing and walk-in customer base to meet monthly and annual business goals. Staff Training: Train bank employees on insurance products, sales pitches, and regulatory guidelines so they can confidently recommend policies. Lead Conversion: Assist bank staff in closing high-value sales, conducting joint client meetings, and processing customer leads efficiently. Operations and Service Support: Coordinate with internal operations teams to ensure smooth policy issuance, renewals, and claims registration for bank clients. Requirements and Qualifications Education: A bachelor's degree in any discipline (an MBA in marketing or finance is often preferred). Experience: 1 to 6 years of proven experience in Life Insurance) sales, specifically in bancassurance or life insurance. Skills: Strong communication, negotiation, interpersonal abilities, and comfort working toward strict sales metrics.
View all details

Chief Finance Officer - Jaipur

Connexions Management Consultants

  • 13 - 23 yrs
  • 50.0 Lac/Yr
  • Jaipur
Chief Finance Officer Finance Manager Group Finance Manager Commercial Director Financial Control Strategic Planning Finance Financial Planning Corporate Finance
We are seeking a Chief Finance Officer (CFO) with 13 to 23 years of experience to lead the financial operations of our organization in Jaipur. The ideal candidate will be a Chartered Accountant, bringing a wealth of knowledge in finance and management.Key Responsibilities:- Financial Strategy Development: Create and implement financial strategies aligned with the organization's goals to ensure sustainable growth.- Financial Reporting: Oversee the preparation of accurate financial reports, ensuring compliance with regulations and providing insights for decision-making.- Budget Management: Develop annual budgets and monitor expenditures to achieve financial objectives while maintaining profitability.- Risk Management: Identify and mitigate financial risks by implementing comprehensive risk management strategies to protect company assets.- Team Leadership: Lead and mentor the finance team, fostering a culture of excellence and ensuring team members are skilled and productive.- Stakeholder Communication: Communicate financial performance to stakeholders, including board members and investors, to keep them informed and engaged.Required Skills and Expectations:The successful candidate will have a strong background in financial management and strategic planning. They must possess excellent analytical skills and the ability to interpret complex financial data. Strong leadership qualities are essential, as the CFO will manage a team and collaborate with other department heads. Effective communication skills are crucial for presenting financial information clearly to various stakeholders. A deep understanding of financial regulations and compliance is expected to navigate the ever-changing financial landscape.
View all details

Hiring For Branch Accountant (Realestate)

Connexions Management Consultants

  • 4 - 10 yrs
  • 6.0 Lac/Yr
  • Jaipur
Accounts Reconciliation Account Payable Accounts Payables Accounts Finalisation Account Planning Tally Chief Finance Officer Balance Sheet
As a Branch Accountant in Jaipur, your primary role will be to maintain accurate financial records and oversee various accounting functions for the branch. You will play a critical part in ensuring the financial health of the organization by managing budgets, reports, and transactions. Key Responsibilities:- Maintain Financial Records: Accurately record all financial transactions, ensuring proper documentation and compliance with accounting standards.- Prepare Financial Statements: Generate monthly and quarterly financial statements, including profit and loss reports, to provide insights into branch performance.- Budget Management: Assist in the preparation and monitoring of budgets to ensure that branch expenditures align with financial plans.- Accounts Payable and Receivable: Oversee the processing of invoices, payments, and collections, ensuring timely and accurate transactions.- Reconcile Accounts: Perform regular reconciliations of bank statements and general ledger accounts to identify and resolve discrepancies.- Tax Compliance: Ensure compliance with local tax regulations and assist in preparing tax returns as required.Required Skills and Expectations:A successful candidate will have a degree in accounting or finance, along with 4 to 10 years of relevant experience. Proficiency in accounting software and Microsoft Excel is essential. Strong analytical skills and attention to detail are crucial for maintaining accuracy in financial reporting. You should have good communication skills to effectively collaborate with team members and present financial information. A proactive attitude and the ability to manage deadlines will help you thrive in this role.
View all details

Looking For Chief Finance Officer

Connexions Management Consultants

  • 12 - 22 yrs
  • 30.0 Lac/Yr
  • Jaipur
Chief Finance Officer Finance Manager Group Finance Manager Commercial Director Financial Control Strategic Planning Finance CFO Corporate Finance Project Finance Controller Financial Planning Finance Head
Responsible for day to day work of Account, Finance & Taxation Department and ensure its smooth functioning. Finalization of Annual Accounts and to have them audited./ Internal Audit, Statutory Audit & Departmental Audit and to ensure complete in timely./(execution of IPO, private equity deals & Fund Raising and Compliance of SEBI Regulations.)/Responsible for Manage fund flow and ensure timely payment of Statutory Dues, vendor and contractor./Responsbile for Preparation of Annual Budget, projected profit & loss statement, balance sheet and cash flow statement./ Monitoring of Project Loan & Prepare of Quarterly Statement and Comply of all other Requirement.Trade Finance like factoring, LC Discounting and Bill Discount.
View all details

Looking For Estimation Engineer

Cynosure Corporate Solutions

  • 3 - 7 yrs
  • Chennai
Cost Estimation Cost Planning Budgeting Quantity Surveying Tender Preparation Construction Drawings Material Cost Analysis Labour Cost Estimation Contractor and Supplier Evaluation Contract Administration Cost Control Financial Reporting Value Engineering Feasibility Studies Risk Management Cost Optimization Contract Negotiation Project Coordination.
Seeking a detail-oriented Estimation Engineer to prepare accurate project cost estimates, develop budgets, manage tendering activities, and support cost control throughout the project lifecycle. The role involves reviewing technical drawings, estimating material and labour requirements, evaluating supplier quotations, managing contract-related activities, and identifying cost-effective solutions while ensuring compliance with project specifications and quality standards.Key Responsibilities:Review architectural, structural, and engineering drawings to understand project scope and requirements.Prepare detailed cost estimates for materials, labour, equipment, and other project expenses.Develop project cost plans and budgets to monitor and control expenditures.Prepare tender documents, bills of quantities (BOQs), and cost breakdowns.Evaluate quotations and bids from contractors and suppliers to ensure competitive pricing and quality.Negotiate pricing, contracts, and terms with contractors and suppliers.Review and manage contracts to ensure compliance with agreed terms and conditions.Assess project variations and scope changes and update cost estimates accordingly.Monitor project expenses against approved budgets and identify potential cost overruns.Evaluate completed work and support contractor payment certification.Prepare regular cost reports and provide budget updates to project management.Conduct feasibility studies and value engineering exercises to identify cost-saving opportunities.Identify financial risks, including material price fluctuations and project cost uncertainties, and develop mitigation strategies.Ensure compliance with applicable construction regulations, safety requirements, and environmental standards.Required Skills & Qualifications:Bachelor's degree in Civil Engineering, Mechanical Engineering, Construction Management, Estimation and Costing, or a related field.Strong understanding of construction cost estimation, budgeting, and tendering processes.Ability to interpret technical drawings, specifications, and project documents.Knowledge of BOQ preparation, quantity estimation, and material cost analysis.Understanding of contract administration, cost control, and financial reporting.Strong analytical, numerical, negotiation, and problem-solving skills.Good communication and coordination skills.Proficiency in relevant estimation software and Microsoft Excel is preferred.Ability to manage multiple estimates, meet deadlines, and maintain accuracy.
View all details
  • 0 - 4 yrs
  • Chennai
Tally GST TDS Bookkeeping Accounts Payable Accounts Receivable Bank Reconciliation Ledger Management MS Excel Financial Reporting
Support financial operations, ensure compliance, and maintain accurate accounting records for the EdTech business.Key Responsibilities:Maintain day-to-day accounting entries (sales, purchase, expenses) Generate invoices and manage receivables/payables Assist in GST filing, TDS, and statutory compliance Perform bank reconciliation and ledger verification Prepare financial reports and assist audits Coordinate with internal departments for financial documentation Requirements:B.Com / M.Com / CA Inter 0-2 years experience preferred Knowledge of Tally, Excel, and accounting principles Attention to detail Accuracy of financial records Timely compliance filings Error-free reconciliations
View all details

Accounts Associate - Chennai

Cynosure Corporate Solutions

  • 0 - 6 yrs
  • Chennai
Accounting Financial Transactions Bookkeeping Ledger Management Account Reconciliation Financial Reporting Vendor Payments Client Billing MS Excel Accounting Software Compliance & Audit Support
Accounts Associate will manage and process financial transactions, maintain accurate records, and support compliance with internal and statutory requirements. This role is ideal for candidates with 23 years of experience in accounting, seeking to grow their expertise in financial operations.Key Responsibilities:Manage recording of financial transactions, including invoices, payments, and receipts.Maintain accurate books of accounts, ledgers, and reconcile accounts regularly.Assist in preparation of financial statements, reports, and analyses.Track expenses, vendor payments, and client billing; resolve discrepancies.Support month-end and year-end closing processes.Ensure compliance with company policies, internal controls, and statutory regulations.Collaborate with auditors and accounting team on audits and accounting projects.Identify process improvements to enhance accounting efficiency.Maintain confidentiality of financial data and documentation.Qualifications:Graduate in Commerce, Finance, Accounting, or related field.23 years of relevant experience in accounting or finance roles.Strong understanding of accounting principles, financial reporting, and reconciliations.Proficiency in MS Office, especially Excel; familiarity with accounting software preferred.Detail-oriented, analytical, and accurate in financial management.Good communication, collaboration, and problem-solving skills.Ability to adapt to evolving accounting processes and software.
View all details
  • 9 - 12 yrs
  • Chennai
Treasury Management Systems Treasury Platforms Banking Systems Cash Management Liquidity Management Payments SWIFT Bank Connectivity System Integration ERP SAP Treasury Financial Systems
Treasury Systems ManagerExperience: 9-12 YearsLocation: ChennaiWe are hiring a Treasury Systems Manager to manage treasury technology platforms, banking system integrations, and operational systems supporting cash management, liquidity, and financial transactions.Key ResponsibilitiesManage and optimize treasury management systems and banking platforms.Oversee system integrations for payments, cash management, and liquidity operations.Coordinate with Treasury, Finance, IT, and banking partners.Ensure system accuracy, security, controls, and regulatory compliance.Manage system upgrades, testing, implementation, and issue resolution.Drive automation and process improvements across treasury operations.Monitor system performance and support treasury reporting requirements.Relevant SkillsTreasury Management Systems, Treasury Platforms, Banking Systems, Cash Management, Liquidity Management, Payments, SWIFT, Bank Connectivity, System Integration, ERP, SAP Treasury, TMS, UAT, SQL, Financial Systems
View all details

Business Finance Head

Talent Zone Consultant

  • 10 - 15 yrs
  • Hyderabad
FP&A Financial Planning Budgeting Forecasting P&L Management MIS Financial Modelling Variance Analysis Business Partnering Profitability Analysis Management Reporting Team Leadership
Business Finance HeadExperience: 10-15 YearsLocation: HyderabadAbout the Role:Talent Zone Consultant is looking for an experienced FP&A / Business Finance Head to drive financial planning, business performance, forecasting and strategic decision-making.Key Responsibilities:Lead FP&A, budgeting, forecasting and financial planning activities.Own P&L analysis, financial reporting and management MIS.Drive variance analysis and identify key business performance drivers.Partner with business leaders on revenue, cost and profitability initiatives.Develop financial models, dashboards and business performance metrics.Provide strategic insights to support growth and investment decisions.Lead and mentor the finance team.Key Skills:FP&A, Financial Planning, Budgeting, Forecasting, P&L Management, MIS, Financial Modelling, Variance Analysis, Business Partnering, Profitability Analysis, Management Reporting, Team Leadership
View all details

Treasury Manager - Full Time

Talent Zone Consultant

  • 7 - 12 yrs
  • Chennai
Treasury Management Cash Management Liquidity Management Cash Flow Forecasting Working Capital Management Banking Operations Bank Reconciliation Forex Management FX Hedging Interest Rate Risk Investment Management Debt Management Fund Management Financial Risk Management Corporate Finance Treasury MIS Financial Analysis Advanced Excel ERP Banking Relationships Stakeholder Management
Treasury Manager - Chennai Hiring Company: Talent Zone ConsultantExperience: 7-12 YearsLocation: Chennai Industry: BFSI / FinTech / NBFC / Corporate FinanceJob Summary:Talent Zone Consultant is looking for an experienced Treasury Manager to manage the organizations cash flow, liquidity, banking relationships and treasury operations. The ideal candidate should have strong experience in cash management, working capital, investments, forex and financial risk management.Key Responsibilities:Manage daily cash flow, liquidity and working capital requirements.Develop cash flow forecasts and monitor funding requirements.Manage relationships with banks and financial institutions.Oversee banking operations, fund transfers and cash management.Manage short-term investments and surplus funds.Monitor foreign exchange exposure and interest-rate risks.Support debt raising, borrowing and refinancing activities.Ensure compliance with treasury policies and regulatory requirements.Prepare treasury MIS, liquidity reports and management dashboards.Identify opportunities to optimise interest costs, banking charges and working capital.Qualification: CA / MBA Finance / CMA / CFA preferred.
View all details
  • 1 - 4 yrs
  • 6.5 Lac/Yr
  • Siliguri
Financial Advisory Equity Sales HNI Acquisition Mutual Funds Client Relationship Insurance Sales HNI Sales
We are seeking a motivated and dedicated Relationship Manager Wealth to join our team in Siliguri. In this role, you will be responsible for managing client relationships and providing tailored wealth management solutions.Key Responsibilities:1. Client Engagement: Develop and maintain strong relationships with clients, understanding their financial needs and objectives to offer suitable wealth management services.2. Portfolio Management: Assist clients in creating and managing investment portfolios, ensuring they align with their financial goals and risk tolerance.3. Market Research: Stay updated on market trends and financial products, providing clients with insightful recommendations based on thorough analysis.4. Compliance: Ensure that all client interactions and transactions comply with regulatory requirements and internal policies, safeguarding both the clients' and the company's interests.Required Skills and Expectations:Candidates should have 1 to 4 years of relevant experience in wealth management or financial services. A graduate degree is necessary for this position. Strong communication and interpersonal skills are essential for effectively engaging with clients and understanding their needs. Candidates must demonstrate a solid understanding of financial products, investment strategies, and market dynamics. A proactive approach to problem-solving and the ability to work collaboratively in a team environment are also important for success in this role. The position requires commitment and a willingness to work from the office, ensuring constant availability for client meetings and interactions.
View all details
View More Jobs