Financial Planning Job Vacancies in Surat

Job title: Business Development Executive (BFSI)Location: Surat, GujaratSalary: 20,000 30,000 per monthExperience: 13 years of experience in BFSI sales preferredRoles& ResponsibilitiesIdentify, acquire, and manage clients for financial products such as: Loans (Personal, Home, Business, etc.), Mutual Funds & SIPs, Insurance (Life, Health, General), Retirement Planning Solutions, Wealth Management ServicesUnderstand customer financial needs and provide tailored solutionsConduct financial planning discussions and guide clients with suitable investment optionsAchieve monthly/quarterly business targets aligned with company goalsBuild and maintain strong client relationships through regular follow-ups and advisoryStay updated with market trends, regulatory changes, and BFSI industry developmentsMaintain proper documentation and ensure compliance with company and regulatory guidelinesQualifications & SkillsGraduate / Postgraduate in Finance, Commerce, Business, or related fieldStrong knowledge of financial products, investment planning, and wealth managementExcellent communication, and relationship-building skillsSelf-motivated and target-driven with a customer-first approachActive ListeningStrong interpersonal skillsLead generation

Are you ready to take charge of your future and build a career that gives you freedom, income, and respect?We are looking for passionate, ambitious, and self-driven individuals to join us as Life Insurance Advisors. Why This Opportunity Is SpecialUnlimited Income Potential Earn 1 Lakh+ per month and more with consistency.Be Your Own Boss Work on your terms, set your goals, and build your career your way.Global Recognition & Travel Opportunity to qualify for international conventions and trips.Prestige & Respect Help families secure their future while creating your own legacy.Training & Mentorship World-class support, skill development, and guidance from top industry leaders. Your Role:Build meaningful relationships with clients and understand their financial needs.Provide customized insurance and financial planning solutions.Educate families about the importance of protection, wealth creation, and legacy building.Consistently grow your network and client base.Represent one of the most respected brands in the Life Insurance industry. Who Can Apply?Ambitious professionals looking for career freedom & growth.Salaried individuals who want to earn extra income or switch to entrepreneurship.Business owners & self-employed individuals who wish to add another strong income stream.Fresh graduates or homemakers who want to build a career with pride & independence. Desired Qualities:Passion to achieve big goals in life.Strong communication & relationship-building skills.Entrepreneurial mindset with hunger for growth.Willingness to learn, adapt, and succeed. Perks & Rewards: International Travel Opportunities Lucrative Incentives & Bonuses Growth to Senior Leadership Roles Recognition, Awards & Prestigious Industry Titles Complete Freedom of Time & Income This is not just a job, its a life-changing career path!If you dream of financial freedom, global exposure, and a lifestyle of respect and recognition this is your chance. Apply now and start your journey towards becoming a successful Life Insurance Advisor!

Honest, 'loyal candidates need who work perfectly will post in 3 month in head manager

Insurance Advisor In India's No.1 Insurance Company

As an Accountant you have to takes care of all financial matters within a company, like keeping and interpreting financial records. They may oversee responsibilities like reconciling bank statements and calculating payroll to keep their company in strong financial standing.Verify and processing (making entries) expenses into the system.Verify and processing the income bills in to the system.Responsible for prepare GST, TDS , Balance sheet, report.Account related works.

We are currently seeking a dynamic and experienced professional to join the organization as Deputy Manager. As the Deputy Manager, you will work closely with the senior management team to support the overall operations and strategic objectives of the company. Your exceptional leadership skills, analytical mindset, and ability to drive results will be instrumental in ensuring the success and growth of our organization.Responsibilities:Collaborate with the senior management team to develop and implement strategic plans and initiatives that align with the company's goals and objectives.Assist in managing day-to-day operations, including overseeing departments, supervising staff, and ensuring smooth workflow and efficient processes.Analyze business performance data, identify trends and opportunities, and provide actionable insights to drive operational improvements and optimize business outcomes.Support in the development and implementation of policies, procedures, and best practices to enhance operational efficiency, productivity, and employee engagement.Collaborate with cross-functional teams to facilitate effective communication and coordination, ensuring seamless execution of projects and initiatives.Provide guidance and support to department managers, assisting in resolving operational challenges, and fostering a culture of collaboration, excellence, and continuous improvement.Assist in budget planning, monitoring, and financial analysis to ensure effective resource allocation and cost control.Monitor industry trends and competitor activities, identifying potential risks and opportunities, and making recommendations for strategic adjustments.Support in building and maintaining relationships with key stakeholders, including clients, partners, and vendors.Stay updated on industry developments, emerging technologies, and best practices, and provide recommendations for implementing relevant advancements within the organization.

Qualification:+Finance in B.com+Good Communication in Hindi and GujaratiRoles & Responsibilities:+Proven experience as a Financial Manager+Extensive understanding of financial trends both within the company and general market patterns+Proficient user of finance software+Strong interpersonal, communication and presentation skills+Filing documents and handling clients, Discussion with bank managers and Upper level.

Roles and Responsibilities1. Budgetary Control- Revenue & Finance Cost2. Managing Funds3. Liaison with Bankers4. QIS/HIS reporting to Bank5. CMA/ Projections Preparation6. Liaison with consultants for various complainces7. Accounts Payable (AP) Management8. Month/year-end closing process9. Loan Accounting10. Preparing and presenting financial activities11. Direct Tax & Indirect Tax Compliances12. Liaison with External Auditors13. Liaison with tax authorities14. Direct Tax & Indirect Tax Assessments preparation

Finance ManagerQualification: CAPreferred Experience 4-6 years in Finance (Debt & Equity Structuring)Preferred Industry: Solar, Winds, Investment Firms (VC or Angel, etc)Budget: 4.8 - 7.2 LPA or Upto 10LPA for right candidates.Location: Surat (Hojiwala industrial estate, Sachin palsana highway)Descriptionv Should be from Finance background (Debt, Investment or Equity)v Should have experience managing and handling Fundsv Should be able to understand Project Valuationv Should be able to read, prepare and understand Financial Statements.v Should be able to prepare Project Financial Reports, Projection, etc.v Will be able to work and execute Banking, Investment and Equity related work.v High proficiency in MS Excel (Eg, formulas, pivot tables, tables and graph production)v Communication Skills: Ability to express ideas clearly in words as well as in writingv Should have good Analytical skills.v Having working experience in Mumbai or Delhi in a good firms (Finance background) will be preferred.CA from Audit, Taxation, and etc. background.NEED NOT APPLY