494

Financial Services Jobs

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  • Functional Area
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Financial Advisors Settle in Canada

World Overseas services LLP

  • 3 - 9 yrs
  • 40.0 Lac/Yr
  • Canada
Financial Advisor Financial Consultant Financial Service Consultant Financial Planning Advisor Finance Functional Consultant SAP Finance Consultant
Counsel On Financial Decisions such as Investments, Cash Management, and Estate Planning ,Establish Personal Financial Plans According to Clients Objectives and Guide Them the Implementation of the Proposed Strategies.;
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Accounts Executive (Male)

Texcon Steels Limited

  • 2 - 4 yrs
  • Hyderabad
Accounting Tally Ledger Posting Balance Sheet GST TDS Return Financial Statement Credit Operations Service Tax Finance Taxation Income Tax Accounts Tally Tally GST
Key Responsibilities:Maintain accurate books of accounts, including general ledger entries.Process accounts payable and receivable, including invoice generation and payment tracking.Perform bank reconciliations and monitor cash flow on a regular basis.Assist in monthly, quarterly, and annual financial closings.Ensure compliance with accounting standards and internal controls.Support audit activities by providing required documentation and reports.Prepare and file GST, TDS, and other statutory returns.Maintain financial documents in an organized and secure manner.Liaise with vendors, customers, and banks when needed
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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
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  • 2 - 6 yrs
  • 6.0 Lac/Yr
  • Gurgaon
Relationship Manager Financial Services Mutual Funds Mutual Funds Sales
Job descriptionWe are seeking a detail-oriented Paraplanner (Relationship Manager) to support our financial planning and wealth management team. In this role, you will assist in preparinginvestment plans, conducting mutual fund research, and managing essential documentationRequired Candidate profileFinancial PlanClient Relationship ManagementMarket & Product KnowledgeCompliance & Process Adherence
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  • 0 - 6 yrs
  • Kolkata
Financial Planning Financial Services Business Finance BFSI Leadership Financial Consultancy Financial Reporting Infrastructure Finance
A Financial Advisor is responsible for helping clients manage their finances, achieve their financial goals, and secure their future.
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  • 3 yrs
  • 5.0 Lac/Yr
  • Chennai
Direct Sales Collection Manager Commercial Vehicle Loans
We are looking for an Assistant Sales Manager to oversee and manage sales and collections of Electric Vehicles (EVs) in the specified region. The ASM will be responsible for driving the sales of EVs (primarily 3-wheelers - passenger and loaders), developing and nurturing relationships with customers, and ensuring timely collections of payments.Job Responsibility? Sales & Business Development:o Identify and target potential customers in the assigned area.o Promote and sell Electric Vehicles, including passenger and loader 3-wheelers.o Build relationships with dealers, fleet owners, and corporate clients.o Drive revenue growth through direct sales and partnerships.o Meet or exceed monthly/quarterly sales targets.? Collections & Credit Management:o Ensure timely collections from customers as per the defined credit terms.o Follow up on overdue accounts and resolve payment issues.o Collaborate with the finance team to assess creditworthiness and manage credit limits.o Maintain detailed records of collections and report on outstanding payments.? Market Research & Reporting:o Track market trends, competitor activities, and customer feedback to adapt sales strategies.o Provide regular reports on sales performance, collection updates, and market conditions.o Suggest new sales and promotional strategies to enhance product uptake.? Customer Service & Relationship Management:o Serve as the primary point of contact for all customer queries and concerns.o Provide after-sales support and ensure high levels of customer satisfaction.o Develop long-term relationships with clients and identify cross-selling opportunities.? Team Coordination:o Coordinate with internal teams (Sales, Finance, and Operations) to ensure smooth operationsand successful transactions.o Train and mentor junior sales staff (if applicable).? Enter into and manage partnership and alliances with Vehicle OEMs local officials and their dealers? Hands on, direct sourcing to increase our retail finance share in the local EV market? Manage monthly sales planning with partners and lead funnel? Manage collection processes with partners and collection agencies? Manage soft and hard collections? Ensure fluency in local language, handling local team and clients of the area assignedMandatory:? Proven experience in sales and collections, preferably in the CV industry.? Strong knowledge of Commercial Vehicles, especially 3-wheeler loaders and passenger vehicles.? Excellent negotiation, communication, and interpersonal skills.? Ability to work independently and manage a large area of responsibility.? Strong organizational skills with a focus on meeting deadlines.? Proficiency in Microsoft Office and CRM software.? Willingness to travel extensively within the assigned region.Target Industry: Commercial Vehicle Finance/EV - MandatoryTarget Industry: Commercial Vehicle Finance/EV - MandatoryGender: MaleExperience: 3+ yearsJob Location: ChennaiWorking Days: 6 daysAge: Upto 30 yearsQualification: Graduate/Post GraduateNotice Period: Immediate to 30 days onlyRelocation candidates: No
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Finance Executive (1-5 Years)

Kalpakaaru Projects Pvt Ltd

  • 1 - 5 yrs
  • 3.5 Lac/Yr
  • Sultanpur Delhi
Accounting Financial Reporting Financial Services Tally Finance TDS
We are looking for a Finance Executive to join our team in Sultanpur. The ideal candidate will have 1 to 5 years of experience in finance and hold a Bachelor's degree in Commerce (B.Com). This full-time position requires a motivated individual willing to work from the office.**Key Responsibilities:**- **Financial Reporting:** Prepare and present monthly, quarterly, and annual financial statements to ensure accurate and timely reporting to management.- **Budget Management:** Assist in creating and monitoring budgets to track financial performance and provide insights into cost efficiency.- **Accounting Coordination:** Work with the accounting team to ensure that all financial transactions are recorded accurately and comply with applicable standards.- **Cash Flow Analysis:** Monitor cash flow to ensure that the company has adequate funds for daily operations and long-term projects.- **Regulatory Compliance:** Ensure adherence to all financial regulations and standards, keeping up-to-date with any regulatory changes that may affect the business.- **Financial Audits:** Assist in preparing for audits and inspections, gathering necessary documentation and information as required.**Required Skills and Expectations:**- Strong analytical skills with attention to detail to evaluate financial data and identify discrepancies.- Proficiency in financial software and Microsoft Excel to manage and analyze financial information efficiently.- Good communication skills for effectively working with team members and presenting financial reports.- Ability to work under pressure and meet deadlines while maintaining high accuracy in financial records.- A proactive approach to problem-solving and a willingness to learn and adapt in a dynamic work environment.
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  • 1 - 2 yrs
  • 2.5 Lac/Yr
  • Gurgaon
ED Tech Financial Services Sales B2c Sales
Job Title: Business Development Executive (BDE)Location: Gurgaon (Work from Office)Experience : 1 - 2 yearATS LINK : https://www.prolegion.com/marketplace/4ff2fa7b-ad6d-4c3c-81a8-38dc860ea02c/business-development-executive?utm_source=linkedinRole OverviewThis is a target-driven, high-performance sales role focused on converting warm inbound leads into enrolments.You will engage with students and working professionals who have already shown interest in finance and trading careers. Your role is to guide, persuade, and close high-value enrollments.This is not a passive counselling role - we are looking for strong closers.Key ResponsibilitiesManage and own the entire lead pipelineConvert warm inbound leads via phone, WhatsApp, and emailUnderstand prospects
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  • 0 - 2 yrs
  • 4.0 Lac/Yr
  • Kolkata
Communication Skills Cognos Connection Financial Services Leadership
We are looking for a motivated and customer-focused Life Advisor to join our insurance team. The candidate will be responsible for advising clients on suitable life insurance products, building long-term relationships, and achieving sales targets.Key Responsibilities:Identify and approach potential clients through networking, referrals, and leadsUnderstand customer financial needs and recommend suitable insurance plansExplain policy features, benefits, and terms clearlyAssist clients with policy selection, documentation, and application processMaintain regular follow-up with existing clients for renewals and serviceBuild and maintain strong customer relationshipsAchieve monthly and yearly sales targetsStay updated with company products and market trends
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  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Netaji Subhash Place Delhi
Financial Services Financial Planning
Financial Advisor at Axis Max Life Insurance
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Fresher hiring for Finance Advisor

Money Honey Financial Services

  • 0 - 1 yrs
  • 4.0 Lac/Yr
  • Goregaon Mumbai
Financial Services Investment Planning Finance Good Communication Skills Wealth Management
Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: 1.Showcase investment products (MF, FD, Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list; 2. Assist the client in aligning his or her investments as per his or her needs, and risk appetite in line with dynamic asset allocation; 3. Responsible for business growth as well as self growth.
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  • 0 - 1 yrs
  • Agra
Financial Services Finance Financial Planning
Partnership Opportunity - Insurance, Loans & Mutual FundsIf you refer clients to us who are interested in insurance, loans, or mutual fund investments, you can earn an attractive commission.Your role is simple:You only need to connect us with people who are looking for these financial services. Our team will handle the complete consultation, documentation, and processing.Commission Structure:You will receive 60% of the commission generated from the business you refer.Example:If a policy or financial product generates a commission of 1,00,000, you will earn 60,000 as your share.This is a great opportunity for anyone who has a network of people looking for financial planning, loans, or investment solutions.You only bring the client leads - we handle the rest.
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Fresher hiring for Finance Advisor

Shriram Life Insurance Company

  • Fresher
  • Meerut
Financial Services Finance Business Finance Financial Planning
Build a Career with a Legacy: Join Shri Ram Life Insurance as a Financial AdvisorAre you looking for a career that combines financial growth with the noble goal of protecting families? Shri Ram Life Insurance, a name synonymous with trust and integrity, is looking for ambitious and empathetic individuals to join our team of Financial Advisors.Why Choose a Career with Shri Ram Life Insurance?As a Financial Advisor, you aren't just selling a policy; you are providing a safety net for a family's future. Here is why this path is rewarding:Unlimited Earning Potential: Your income is directly tied to your hard work. Benefit from an attractive commission structure and performance-based bonuses.Flexible Work-Life Balance: Be your own boss. You have the freedom to set your own hours and work at your own pace.Comprehensive Training: No prior experience in insurance? No problem. We provide world-class training and mentorship to help you master the art of financial planning.Respected Brand: Leverage the power of the Shri Ram brand, a household name known for its deep roots in Indian values and customer service.Career Growth: This is more than a job; it's a professional journey. We offer clear pathways for those looking to move into leadership and management roles.What You Will DoConsult & Advise: Understand the unique financial needs and goals of your clients.Provide Security: Recommend tailored life insurance solutions that offer long-term protection and savings.Build Relationships: Act as a lifelong partner to your clients, helping them navigate their financial milestones.Who We Are Looking ForWe value character and ambition above all else. You are an ideal candidate if:You are a natural communicator who enjoys meeting new people.You have a strong desire to achieve financial independence.You are passionate about helping others secure their future.You hold a minimum qualification of 10th or 12th standard (depending on specific regional requirements).
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  • 1 - 7 yrs
  • 12.0 Lac/Yr
  • Visakhapatnam
Financial Services Financial Planning Infrastructure Finance Leadership Investment Banking Financial Reporting Financial Consultancy Team Coordinator Analytical Skills Analytical Ability
We are looking for a motivated Financial Advisor to join our team in Visakhapatnam. This is a full-time office-based position suited for individuals with 1 to 7 years of relevant experience. Ideal candidates should come from a strong educational background in fields such as B.Com, B.Sc, B.E, MBBS, Chartered Accountant, I.C.W.A, or possess a professional degree.**Key Responsibilities:**- **Client Consultation:** Meet with clients to assess their financial needs and goals, helping them understand their options and making informed decisions.- **Financial Planning:** Develop comprehensive financial plans that detail strategies for investments, savings, and spending aligned with clients' objectives.- **Investment Advice:** Offer informed recommendations on suitable investment opportunities based on market trends and clients' risk tolerance.- **Monitoring Portfolio Performance:** Regularly review and analyze clients financial portfolios to ensure alignment with their goals and suggest adjustments as necessary.- **Regulatory Compliance:** Stay updated on financial regulations and ensure all practices comply with relevant laws and standards.**Required Skills and Expectations:**Strong communication and interpersonal skills are essential for building trust and rapport with clients. The ability to analyze complex financial information and provide clear explanations is crucial. Candidates should have a good understanding of investment products and financial markets. Proficiency in financial planning software and tools is preferred. A commitment to continuous learning and professional development is expected to keep pace with industry changes and client needs.
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Finance Analyst (0-4 Years)

Infolexus Solutions

  • 0 - 4 yrs
  • 9.0 Lac/Yr
  • Coimbatore
Core Financial Knowledge Financial Services Financial Planning Financial Reporting Investment Analysis Financial Services Sales Retail Analytics
A Finance Analyst is responsible for analyzing financial data, preparing reports, and helping organizations make informed business decisions. They evaluate financial performance, identify trends, and provide recommendations to improve profitability and efficiency.Key Responsibilities:Analyze financial statements, budgets, and forecasts.Prepare monthly, quarterly, and annual financial reports.Monitor company expenses and revenue trends.Assist in budgeting and financial planning.Conduct financial modelling and data analysis.Identify cost-saving opportunities and financial risks.Support management with financial insights for decision-making.Ensure compliance with financial regulations and company policies.Work with different departments to collect financial data.Required Skills:Strong analytical and problem-solving skillsKnowledge of financial reporting and accounting principlesProficiency in Microsoft Excel and financial softwareAttention to detail and accuracyGood communication and presentation skillsAbility to interpret complex financial dataEducational Qualification:Bachelors degree in Finance, Accounting, Economics, or Business AdministrationCertifications like CFA, CPA, or CMA (optional but preferred)Experience:13 years of experience in finance, accounting, or data analysis (for junior roles).Contact Person: Rakesh HRContact Number: +91 9003745749Experience: 0 - 4+ YearsLocation: CoimbatoreTimings: 09.30 AM - 06.30 PM
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  • 0 - 6 yrs
  • 7.5 Lac/Yr
  • Delhi
Direct Marketing Corporate Sales Direct Sales Convincing Power Retail Sales Financial Services Sales Cold Calling Negotiation Skills Channel Sales
We are looking for a Sales Consultant to join our team in Delhi. This role is ideal for individuals who are eager to learn and grow in sales. You will be responsible for engaging with customers and helping them find the right products to meet their needs.Key Responsibilities:1. **Customer Interaction**: Communicate with customers to understand their needs and guide them in choosing products. You will assist both walk-in customers and those who reach out through phone or online inquiries.2. **Product Knowledge**: Stay informed about the products and services our company offers. This knowledge will help you provide accurate information and recommend the best options for customers.3. **Sales Targets**: Work towards achieving monthly sales targets. You will be responsible for tracking your sales performance and finding ways to improve your results.4. **Team Collaboration**: Collaborate with your colleagues to share ideas and strategies for improving sales and customer satisfaction.5. **Reporting**: Maintain records of customer interactions and transactions. You will regularly report to your supervisor about sales figures and customer feedback.Required Skills and Expectations:Candidates should have a passion for sales and a willingness to learn. Strong communication skills are essential, and you should be comfortable speaking with customers. Attention to detail and the ability to work in a team are important. A proactive attitude and a desire to meet sales goals will help you succeed in this role. This position is open to male candidates who have completed at least the 10th grade, and you do not need previous experience to apply.
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Looking For Chartered Accountant

Indievisa Immigration Services Pvt Ltd

  • 7 - 30 yrs
  • 100.0 Lac/Yr
  • Canada
Chartered Accountant Chartered Financial Analyst Chartered AccountantCA Accountant Tax Professional Tax Audit Financial Consultancy Financial Analysis GST Consultant Accounts Finalisation Accounts Supervisor CA Accounts Payables Accounts Reconciliation TDS GST Return Service Tax CPA Accountant Financial Transformation Financial Control Tally Accountant Branch Accountant Taxation Direct Tax Indirect Taxation Statutory Audit TDS Return Balance Sheet Finance Auditing
Financial auditorsExamine and analyze journal and ledger entries, bank statements, inventories, expenditures, tax returns and other accounting and financial records, documents and systems of individuals, departments within organizations, businesses or other establishments to ensure financial recording accuracy and compliance with established accounting standards, procedures and internal controlsPrepare detailed reports on audit findings and make recommendations to improve individual or establishment's accounting and management practicesConduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, Canadian Business Corporations Act or other statutory requirementsMay supervise other auditors or professionals in charge of accounting within client's establishment.AccountantsPlan, set up and administer accounting systems and prepare financial information for individuals, departments within organizations, businesses and other establishmentsExamine accounting records and prepare financial statements and reportsDevelop and maintain cost finding, reporting and internal control proceduresExamine financial accounts and records and prepare income tax returns from accounting recordsAnalyze financial statements and reports and provide financial, business and tax adviceMay act as a trustee in bankruptcy proceedingsMay supervise and train articling students, other accountants or administrative technicians.
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Hiring Freshers || Finance Advisor

Shree Khodal Finance Services Ltd

  • 0 - 3 yrs
  • 0.8 Lac/Yr
  • Anand
Professional Communication Financial Services Team Coordinator
As a Finance Advisor, you will play a crucial role in helping clients manage their financial needs and make informed decisions. Your responsibilities will include:- **Client Consultation:** Meet with clients to understand their financial goals and objectives. This helps tailor financial solutions that meet their specific needs.- **Financial Planning:** Analyze clients' financial situations and create comprehensive plans for savings, investments, and risk management. This ensures that clients have a clear roadmap towards achieving their financial aspirations.- **Product Recommendation:** Suggest suitable financial products like insurance, mutual funds, and investment options based on client profiles. This allows clients to choose the best tools for their financial growth.- **Portfolio Monitoring:** Regularly review and track clients investment portfolios. Keeping an eye on performance helps in making necessary adjustments to enhance returns.- **Customer Support:** Provide ongoing support and advice to clients as their financial circumstances change. This fosters long-term relationships and ensures client satisfaction.To excel in this role, you should have a basic understanding of finance and investment products. Good communication skills are essential to explain complex concepts clearly to clients. A proactive attitude towards learning and adapting to new financial trends is expected. You should also be comfortable working in an office environment and be able to engage effectively with clients and team members. Being detail-oriented and organized is key to managing client accounts efficiently.
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  • 0 - 1 yrs
  • 2.8 Lac/Yr
  • Kolkata
Good Communication Skills Financial Knowledge The Ability to Navigate Various Banking System
A customer Service Associate(CSA) or Customer Service Officer (CSO) in a bank acts as the primary link between customers and the financial institution,balancing operational tasks with customer service.Candidates are responsible for accurately processing transactions, opening accounts and addressing customer queries to ensure high satisfaction.
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  • 0 - 1 yrs
  • 1.3 Lac/Yr
  • Vadodara
Lead Generation Sales Financial Services Financial Planning
A Financial Advisor is a professional who helps individuals and businesses manage their finances effectively to achieve short-term and long-term goals. They assess clients financial needs, income, expenses, assets, and liabilities to create personalized financial plans. A financial advisor provides guidance on investments, savings, insurance, retirement planning, tax strategies, and wealth management.They analyze market trends, recommend suitable financial products, and explain risks and benefits clearly to clients. Advisors build strong relationships by understanding clients life goals such as buying a home, childrens education, or retirement security. Regular portfolio reviews and performance monitoring are key responsibilities to ensure plans stay aligned with changing financial situations.A financial advisor must have strong communication, analytical, and problem-solving skills. Knowledge of financial markets, regulations, and investment tools is essential. Trust, integrity, and client confidentiality are critical in this role. Ultimately, a financial advisor helps clients make informed financial decisions and build long-term financial stability and wealth.
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Accounts Executive

Texcon Steels Limited

  • 1 - 3 yrs
  • Raichur
Finance Indirect Taxation Service Tax TDS Financial Accounting Bank Reconciliation Tally Account Executive
Maintain records of vouchers, invoices, payments, etcHandling day-to-day accountingPreparing invoices and following up for pending paymentsCommunicating with clients and vendors through phone calls or emailHandling and filling GST Finalizing accounts, assisting in audits, maintaining ledger, maintaining account of fixed assets, and conducting all other accounting activities
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  • 0 - 3 yrs
  • 3.0 Lac/Yr
  • Kompally Hyderabad
Direct Sales Sales Marketing Field Sales
Designation:- Financial Service AssociateSalary Range: Best in IndustryRole and Responsibility: Business Targets: Achievement of business targets for all financial products as defined andagreed upon.o Meet customers to sell all financial productso Meet & counsel Walk -in & DSA customers who have been referred to him / her by Limitedo Influence customers to buy FD who have no prior Deposit relationship.o Ensure proper customer profiling on each call / customer visit, to identify and understandhis/her needs and accordingly recommend investment and Insurance options.o Obtain appropriate documents / information from the client and ensure the forms areduly completed before logging the sale.o Communicate the necessary details to the customers for the products being bought bythem.o Ensure sale is completed through / in line with the defined sales process.o Maintain product mix across types of loans / value of loans (Eqt., Housing, etc.)o and appropriate open market share for all products (PAR / ULIP / Non Par).o Coordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SMrepresentatives).o Closely monitor the HL data of the HL executives mapped to maximize the businessopportunities.o Ensure maximum joint calls with each HL executive mapped.o Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy,etc.)o Ensure that all documents are properly scanned and there are no mistakes while leadupdating in the system.o Be completely aware of the products being offered by the company and understandcompetition offering to be able to handle customer objections.o Be updated with the latest product features to enhance his / her selling abilitieso Ensure all desired matrix and business composition (persistency, funded, non-funded,etc.) are met Relationship Building:o Maintain good relationship with Channel partners & DSAo Build relationship with the assigned / sourced customer to create opportunities forvarious products to fulfil the customers financial needs. Account Management & Servicing:o Manage and service the existing customer portfolio.o Coordinate with the TM / Coordinator / SM for post sales service request form thecustomers (claims, endorsements, policy copy etc.)o Timely sharing of updated reports with the customers on products being bought bythem.o Co-ordinate with the customers at the time of renewals. Certification and regulatory compliance:o Be compliant towards selling of various products by undergoing the training andcertification for IRDA, AMFI etc. towards selling of insurance and any other productso The FSA has to be conscious and vigilant towards declaration of the customerinformation. In case FSA feels there is disconnect in the information shared by customerversus his/her observation, they need to cross check the information before booking thebusiness.o Ensure the right quality of business being sourced.interested candidate can share resume on 9033526313
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  • 3 - 9 yrs
  • 37.5 Lac/Yr
  • Australia
Finance Manager Finance Officer Finance Head Regional Finance Manager Financial Service Manager Manager Trade Finance Trade Finance Officer Financial Officer
Make estimates of funds required for the short and long-term financial objectives of the organization.Complete financial reports, lead the month-end closing process and conduct monthly financial forecast.Develop and implement plans for budgeting, forecasting, and reporting.Achieve a proper mix of equity and debt to minimize cost and maximize operational profit.Strategize on fund procurement through banks and other financial institutions.
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Senior Chartered Accountant

Indievisa Immigration Services Pvt Ltd

Chartered Accountant Chartered Financial Analyst Chartered AccountantCA Accountant Tax Professional Tax Audit Financial Consultancy Financial Analysis GST Consultant Accounts Finalisation Accounts Supervisor CA Accounts Payables Accounts Reconciliation TDS GST Return Service Tax CPA Accountant Financial Transformation Financial Control Tally Accountant Branch Accountant Taxation Direct Tax Indirect Taxation Statutory Audit TDS Return Balance Sheet Finance Auditing
Financial auditorsExamine and analyze journal and ledger entries, bank statements, inventories, expenditures, tax returns and other accounting and financial records, documents and systems of individuals, departments within organizations, businesses or other establishments to ensure financial recording accuracy and compliance with established accounting standards, procedures and internal controlsPrepare detailed reports on audit findings and make recommendations to improve individual or establishment's accounting and management practicesConduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, Canadian Business Corporations Act or other statutory requirementsMay supervise other auditors or professionals in charge of accounting within client's establishment.AccountantsPlan, set up and administer accounting systems and prepare financial information for individuals, departments within organizations, businesses and other establishmentsExamine accounting records and prepare financial statements and reportsDevelop and maintain cost finding, reporting and internal control proceduresExamine financial accounts and records and prepare income tax returns from accounting recordsAnalyze financial statements and reports and provide financial, business and tax adviceMay act as a trustee in bankruptcy proceedingsMay supervise and train articling students, other accountants or administrative technicians.
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  • 2 - 6 yrs
  • 8.0 Lac/Yr
  • Gurgaon
Sales Manager BFSI Mutual Funds BFSI SALES NBFC
Job descriptionWe are looking for a dynamic Sales Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and mf and insurance products.Required Candidate profileClient Acquisition & Business DevelopmentFinancial ServicesClient Relationship ManagementMarket & Product Knowledge
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Home Loan Sales Officer

Capital Placement Services

  • 1 - 7 yrs
  • 5.5 Lac/Yr
  • Gurgaon
Home Loans Home Loan Executive Life Insurance Industrial Health Business Loan Financial Services Financial Services Sales MBA Cold Calling Calling Field Sales
Home loan sales officer - sector 49, Gurgaon MCPSLocation: Sector 49, GurgaonIndustry: Financial ServicesQualification: MBA (Preferred)About the RoleWe are seeking a dynamic and results-driven Home Loan Sales Officer to join our financial services team. The role involves identifying potential customers, promoting home loan products, and achieving monthly sales targets while ensuring excellent customer service.Key ResponsibilitiesGenerate leads through cold calling, field visits, and existing customer networks.Meet prospective clients and evaluate their home loan requirements.Explain loan products, eligibility criteria, interest rates, and documentation needs.Assist customers throughout the loan application and approval process.Maintain strong relationships with builders, real estate agents, and channel partners.Achieve monthly sales and business acquisition targets.Ensure compliance with company policies and regulatory guidelines.Provide timely reports on sales activities and lead progress.Required Skills & CompetenciesStrong communication and interpersonal skills.Good understanding of home loan products and the housing finance market.Ability to manage field sales and build customer relationships.Target-oriented and self-motivated.Basic knowledge of financial documentation and credit processes.you are intersted so please send me your CV atcapitalplacement@gmail.com 9891409300;
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  • 3 - 8 yrs
  • 8.0 Lac/Yr
  • Jaipur
Accounting Bookkeeping Senior Executive UK Shift VAT Scheme Knowledge Accurate Financial Reconcile Accounts UK Bookkeeping QuickBooks Field Service File VAT Returns Client Relationships
Senior Executive Bookkeeping (UK Shift, WFOJaipur) Maintain accurate financial records for UK clients. Prepare and file VAT returns as per UK laws. Reconcile accounts and assist with month-end closing. Liaise directly with clients to address queries. Ensure compliance with accounting standards and confidentiality policies.Qualifications & Skills Bachelors degree in Accounting, Finance, or related field. 35 years of UK bookkeeping experience. Strong knowledge of UK VAT schemes. Proficiency in Xero, QuickBooks, or Sage. Excellent communication skills.Benefits Competitive salary package. Work with prestigious UK-based clients. Career growth opportunities.
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Walk-in For Finance Advisor - Full Time

Ashwaq Agro & Dairy Farms Pvt. Ltd.

  • 1 yrs
  • 12.0 Lac/Yr
  • Visakhapatnam
Financial Services Financial Planning Infrastructure Finance Business Finance Investment Banking IR - Investor Relations Investor Relation Officer Financial Consultancy Analytical Skills Analytical Ability
The Financial Advisor (Investor Relations) will play a strategic role in managing financial planning, capital structuring, and investor communications for a major fully automatic dairy farm startup located in Andhra Pradesh, which is a part of integrated group of companies of 30 years of business excellence. This position focuses on building strong investor relationships, ensuring financial transparency, and supporting sustainable growth through effective fundraising and financial management.
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