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Position Title:Accounts Cum CashierDepartment:Accounts & FinanceReporting To:Accounts Manager / Finance ManagerJob Summary:The Accounts Cum Cashier is responsible for managing daily cash transactions, maintaining accounting records, handling receipts and payments, preparing vouchers, supporting financial reporting, and ensuring proper documentation of all financial activities. The role requires accuracy, integrity, and compliance with company financial policies.Key Responsibilities:Accounts ManagementRecord daily accounting transactions in Tally/ERP software.Maintain books of accounts, ledgers, and financial records.Prepare journal entries, payment vouchers, receipt vouchers, and contra entries.Perform bank reconciliation and cash reconciliation regularly.Assist in monthly and annual account closing activities.Cash HandlingReceive and disburse cash as per company policies.Maintain daily cash book and petty cash records.Verify cash receipts and payments with supporting documents.Ensure physical cash balance matches the cash book balance.Deposit collections into bank accounts as required.Billing & ReceivablesGenerate invoices and receipts.Follow up with customers for outstanding payments.Maintain customer and vendor account records.Track receivables and payable schedules.Banking ActivitiesPrepare cheques, RTGS, NEFT, and online payment transactions.Coordinate with banks for routine banking activities.Maintain records of bank deposits and withdrawals.Compliance & DocumentationMaintain proper filing of invoices, vouchers, and financial documents.Assist in GST, TDS, and statutory compliance documentation.Support auditors during internal and statutory audits.Ensure compliance with company accounting policies.MIS & ReportingPrepare daily cash reports.Generate expense reports and payment summaries.Provide accounting data and reports to management as required.Assist in preparing monthly MIS reports.Required Qualifications:B.Com / M.Com preferred.Knowledge of Accounting Principles.1-3 years of experience in Accounts and Cash Handling.Required Skills:Proficiency in Tally Prime/ERP Software.Knowledge of GST, TDS, and basic taxation.Strong numerical and analytical skills.MS Excel and MS Office proficiency.Attention to detail and accuracy.Good communication and organizational skills.Key Performance Indicators (KPIs):Cash Reconciliation Accuracy - 100%.Timely Entry of Transactions.Bank Reconciliation Completion.Error-Free Voucher Processing.Collection Follow-up Effectiveness.Timely Invoice Generation.Documentation Accuracy.Compliance Submission Timeliness.Petty Cash Management Accuracy.MIS Report Submission Timeliness

Job SummaryDIGIT INSURANCE is looking for a motivated and customer-focused Financial Advisor to help clients understand their financial protection needs and recommend suitable insurance solutions. The ideal candidate will build long-term customer relationships, provide professional financial guidance, and contribute to the company's business growth through ethical sales practices.Key Responsibilities1.Identify and approach potential customers through referrals, networking, and lead generation.2.Assess clients' financial goals, income, and insurance requirements.3.Recommend appropriate life, health, motor, travel, and other insurance products.4.Explain policy features, benefits, exclusions, and premium options clearly.5.Assist customers with policy issuance, renewals, endorsements, and claims guidance.6.Build and maintain long-term relationships with existing clients.7.Achieve monthly and annual sales targets.8.Maintain accurate customer records and ensure compliance with company policies and regulatory guidelines.9.Stay updated on new insurance products and market trends.Required Qualifications1.Bachelor's degree in any discipline .2.Freshers with strong communication and sales aptitude are preferred.(prior experience is required to join only as a team lead directly)Required Skills1.Strong communication and interpersonal skills.2.Customer relationship management.3.Sales and negotiation skills.4.Financial planning and advisory abilities.5.Problem-solving and analytical thinking.6.Basic computer proficiency (MS Office and CRM systems).7.Time management and organizational skills.8.High ethical standards and professionalism.9.Preferred Attributes10.Self-motivated and target-oriented.11.Ability to work independently and as part of a team.12.Positive attitude with a customer-first approach.13.Willingness to travel locally for client meetings.14.Compensation & Benefits15.Competitive salary with attractive performance incentives.16.Health insurance and employee benefits.17.Professional training and career development opportunities.18.Performance recognition and growth opportunities.19.leave and other company benefits as per policy.Work LocationAs assigned by DIGIT INSURANCE.PARK STREET,KOLKATA.Employment TypeFull-time/Part-timeReporting ToBranch Manager / Sales ManagerEqual Opportunity Statement:DIGIT INSURANCE is committed to providing equal employment opportunities to all qualified candidates and fostering a diverse and inclusive workplace.

Required finance associate for TW showroom in Bajaj Auto credit Location :- AhmedabadFreshers can direct apply

To generate qualified leads, engage clients, and convert inquiries into confirmed site visits and sales opportunities. 1. Lead Generation & Management 2. Client Interaction (First Level) 3. Qualification of Leads

We are looking for a motivated and organized individual to join our team as an Assistant Branch Manager in Coimbatore. The ideal candidate will support the branch manager in daily operations and enhance customer satisfaction.**Key Responsibilities:**- **Supervise Daily Operations:** Ensure smooth functioning of branch activities, including customer service and transactions, to maintain efficiency.- **Team Management:** Assist in training and mentoring branch staff, helping them to improve their performance and meet company goals.- **Customer Support:** Address customer inquiries and concerns promptly, ensuring high levels of satisfaction and loyalty.- **Sales Support:** Help in executing sales strategies to achieve branch targets, encouraging the team to meet or exceed goals.- **Reporting:** Prepare regular reports on sales, customer feedback, and employee performance to keep management informed and support decision-making.- **Compliance Monitoring:** Ensure that all branch activities comply with company policies and relevant regulations, minimizing risks.**Required Skills and Expectations:**Candidates should have 2 to 5 years of experience in a similar role, preferably in a financial or retail environment. Strong leadership and interpersonal skills are essential for effective team management and customer interaction. A focused approach to achieving sales targets is necessary. The candidate should have excellent communication skills and a keen eye for detail, ensuring accurate reporting and compliance. Being adaptable and able to handle various tasks simultaneously is important in this fast-paced work environment. Male candidates are preferred for this role.

As a Life Insurance Agent, you will play a crucial role in helping clients secure their financial future through life insurance products. Your primary responsibilities will include:- **Client Engagement**: Reach out to potential clients to discuss their life insurance needs and guide them through available options. This involves understanding their financial goals and advising them accordingly.- **Product Knowledge**: Stay updated on various life insurance policies and financial products. You will need to explain these products clearly to clients, helping them make informed decisions.- **Sales and Targets**: Set and meet sales targets by promoting life insurance products. Your ability to persuade clients and build trust will directly impact your success in this role.- **Documentation and Follow-Up**: Complete all necessary paperwork for policies and follow up with clients to ensure satisfaction and resolve any issues. Accuracy in documentation is vital to maintain compliance and client trust.- **Continuous Learning**: Participate in training sessions to enhance your knowledge of the insurance industry and improve your sales techniques. Commitment to self-improvement will help you advance in this field.To succeed in this role, you should possess:- Strong communication and interpersonal skills to build relationships with clients.- A proactive attitude and the ability to work independently in a part-time, work-from-home setting.- Basic understanding of financial concepts related to insurance and investments.- A willingness to learn and adapt to new products and market trends.This position is ideal for motivated individuals looking to start a career in finance and insurance, with flexible working hours.

As a Branch Relationship Manager based in the Delhi NCR area, you will play a vital role in managing client relationships and driving business growth for our branch. This position requires a proactive and dynamic individual with a strong understanding of banking services and customer needs.**Key Responsibilities:**- **Client Relationship Management:** Engage with clients to build and maintain strong relationships, understanding their needs and providing tailored solutions.- **Sales and Revenue Generation:** Identify opportunities for cross-selling and upselling banking products, contributing to the branch's revenue goals.- **Customer Service Excellence:** Provide high-quality service to clients, addressing their queries and concerns promptly and effectively.- **Performance Tracking:** Monitor key performance indicators and report on progress to ensure targets are met and maintained.- **Collaboration with Teams:** Work closely with various departments to ensure clients receive comprehensive support and seamless service.- **Market Analysis:** Stay updated on market trends and competitor activities to identify new business opportunities.**Required Skills and Expectations:**Candidates should have a minimum of 1 to 7 years of experience in a relationship management role, preferably within the banking or financial services sector. An MBA or PGDM degree is essential. Strong communication and interpersonal skills are crucial for establishing rapport with clients. The ideal candidate should be target-oriented, with an aptitude for sales and customer service. Additionally, they should possess strong problem-solving skills and the ability to work effectively in a team-oriented environment while managing individual responsibilities.

As an Agency Partner, you will play a vital role in connecting clients with our services while helping to grow our network. This part-time position allows you to work from home, providing flexibility in your schedule.**Key Responsibilities:**- **Client Engagement:** Reach out to potential clients and build relationships. Your goal is to understand their needs and introduce them to our services.- **Promote Services:** Effectively communicate the value of our offerings. You'll need to explain how our services can help clients achieve their goals.- **Market Research:** Stay informed about industry trends and client preferences. This knowledge will help you tailor your approach and offerings to meet client demand.- **Feedback Collection:** Gather feedback from clients regarding their experiences. This information is essential for improving our services and client satisfaction.- **Networking:** Attend virtual events and online forums to expand your connections. Building a strong network will enhance your effectiveness in this role.**Required Skills and Expectations:**- **Communication Skills:** You should be able to clearly explain concepts and listen to client needs. Good verbal and written communication is essential for this role.- **Self-Motivation:** The ability to work independently and manage your time effectively is crucial. You'll need to set and meet your own goals.- **Basic Computer Skills:** Familiarity with using email, social media, and online communication tools is important for daily tasks.- **Interpersonal Skills:** Building and maintaining positive relationships with clients is key. A friendly and approachable demeanor will serve you well in this position.- **Willingness to Learn:** Open to receiving feedback and eager to improve your skills and knowledge in the industry.

We are looking for an Insurance Consultant to join our team in Jaipur. This part-time role allows you to work from home and requires a passion for helping clients find the right insurance solutions. **Key Responsibilities:**- **Identify Client Needs**: Consult with clients to assess their insurance needs, helping them understand the different options available based on their individual circumstances.- **Provide Expert Advice**: Educate clients on various life insurance policies, including coverage details, benefits, and costs, ensuring they make informed decisions.- **Develop Client Relationships**: Build and maintain relationships with clients to foster trust and ongoing communication, ensuring they feel supported throughout their insurance journey.- **Assist with Paperwork**: Help clients complete necessary documents and applications accurately, ensuring compliance with insurance regulations and company policies.- **Stay Updated on Industry Trends**: Continuously learn about new insurance products and market trends to provide the best service and advice to clients.**Required Skills and Expectations:**- Strong communication skills are essential for effectively conveying complex information to clients in a clear and straightforward manner.- A background in business, law, or healthcare is preferred, making candidates with degrees such as B.A, B.Com, or MBBS particularly suitable.- Candidates should be self-motivated and able to work independently, managing their time effectively while maintaining a high level of organization.- A willingness to learn and adapt in a dynamic environment is crucial, as the insurance industry is constantly evolving. - Previous experience in sales or customer service can be beneficial but is not required, as training will be provided.

You have to work with Axis Max Life Insurance company and deal with Bank customer. You need to discuss the plans with the customer and build a relationship with the bank staff so that they will help you to login your plan.

Good working knowledge of Tally Prime.Experience with CT Stock software.Knowledge of ProfitNX software.Good command of Microsoft Excel (Formulas, VLOOKUP, Pivot Tables, Data Management).Strong numerical and data entry skills.Basic understanding of GST and billing procedures.Good communication and coordination skills.Attention to detail and accuracy in work.

We are looking for a dedicated Insurance Officer to join our team in Rourkela. This full-time position is ideal for fresh graduates and candidates with up to two years of experience. The role will involve assisting clients in understanding and purchasing insurance policies.As an Insurance Officer, your key responsibilities will include:- **Client Interaction**: Engage with clients to provide information about various insurance products. You will help them understand the policies and choose the best options to meet their needs.- **Policy Administration**: Process insurance applications accurately and timely. You will be responsible for maintaining records and ensuring all documentation is complete.- **Claims Support**: Assist clients in filing claims and guide them through the process. This involves collecting necessary information and following up with the claims department.- **Market Research**: Stay updated on new insurance products and industry trends. This will help you provide relevant information and suggest improvements in service delivery.To succeed in this role, candidates should have excellent communication skills and a strong customer service orientation. Attention to detail is crucial, as accuracy in documentation and processing is a key part of the job. A good understanding of basic insurance concepts will be beneficial. You should be a quick learner with the ability to work effectively in a team-oriented environment, contributing positively to the overall success of the company.

Position OverviewWe are looking for empathetic, detail-oriented individuals to join our team as Life and Health Insurance Agents. In this role, your primary focus will be helping clients protect their income, manage healthcare costs, and secure their family's long-term financial future.This is a performance-driven, full-commission role offering unlimited earning potential, total schedule flexibility, and the rewarding opportunity to provide vital financial safety nets to your community. We welcome both seasoned professionals and career changers, providing full support to help you build a sustainable business.Key ResponsibilitiesNeeds Analysis: Conduct comprehensive reviews of clients

Job Role: Financial AdvisorKey Responsibilities:Advise clients on financial planning, investments, and insurance products.Understand client requirements and recommend suitable financial plans (like Mutual Funds, SIPs, Health/Life Insurance, etc.).Build and maintain strong, long-term relationships with clients.Meet monthly business and revenue targets.Requirements:Minimum Education: 12th Pass or Graduate.Excellent communication and convincing skills.Basic knowledge of financial products and the market.

Role & responsibilitiesAnalyze financial data and provide forecasting supportOrganize data into accessible reports and perform various types of analysis using key metrics such as yearly growth, return on assets, return on equity and earnings per shareReview all non-legal pertinent information about prospective dealsOversee financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control and project control

As a Loan Advisor, you will assist clients in understanding and securing various loan products. Your role is crucial in helping individuals and businesses find the right financial solutions to meet their needs. Key Responsibilities:- **Client Consultation**: Engage with clients to understand their financial needs and provide tailored loan options that suit their situations.- **Loan Product Knowledge**: Stay informed about different loan products, including personal, home, and business loans, to effectively guide clients in their decisions.- **Loan Application Assistance**: Help clients fill out loan applications accurately, ensuring they understand required documentation and the application process.- **Research and Analysis**: Analyze market trends and lending policies to recommend the best options available for clients.- **Follow-Up Communication**: Maintain consistent communication with clients throughout the loan process to keep them informed and address any questions or concerns.Required Skills and Expectations:- A high school diploma is required, and any additional financial or sales training is a plus.- Strong communication skills are essential for explaining complex loan details in a simple manner.- Good analytical skills to assess clients financial situations and provide appropriate advice.- Ability to work collaboratively in a team environment while also being self-motivated.- A positive attitude and customer-focused mindset, with a willingness to learn and grow in the role. You should be ready to work full time from our office in Sector 4. Experience is not mandatory, but enthusiasm and eagerness to learn are essential.

Job Description - Customer Relationship Executive (CRE) - Solar IndustryPosition Title:Customer Relationship Executive (CRE)Department:Customer Support / Sales CoordinationReporting To:Customer Relationship Manager / Operations ManagerJob Summary:The Customer Relationship Executive (CRE) is responsible for managing customer interactions, handling inquiries, coordinating with the sales and installation teams, ensuring timely project updates, and maintaining strong customer relationships throughout the solar project lifecycle. The role focuses on customer satisfaction, lead follow-up, service support, and post-installation relationship management.Key Responsibilities:Customer Relationship ManagementHandle customer inquiries through phone calls, emails, WhatsApp, and other communication channels.Maintain regular communication with customers regarding project progress.Build and maintain strong customer relationships to ensure customer satisfaction.Address customer complaints and resolve issues promptly.Lead Management & Follow-upFollow up with new and existing leads generated through marketing campaigns.Schedule site visits and meetings for the sales team.Maintain customer databases and update lead status in CRM software.Coordinate with sales executives to ensure timely closure of inquiries.Project CoordinationCoordinate between customers, sales, technical, and installation teams.Inform customers about installation schedules and documentation requirements.Ensure smooth communication during project execution.Documentation & ComplianceCollect and verify customer documents required for solar installation and subsidy applications.Maintain proper customer records and project documentation.Assist customers in completing application forms and required paperwork.After-Sales ServiceHandle service requests and customer complaints after installation.Coordinate with the service team for maintenance and issue resolution.Conduct customer satisfaction surveys and collect feedback.Reporting & MISPrepare daily, weekly, and monthly customer interaction reports.Maintain CRM data accuracy.Track customer complaints and resolution timelines.Required Qualifications:Graduate in any discipline (B.Com, BBA, BA, MBA preferred).1-3 years of experience in customer service, sales coordination, or CRM.Experience in solar, electrical, renewable energy, or EPC industry preferred.Required Skills:Excellent communication and interpersonal skills.Customer handling and problem-solving abilities.CRM software knowledge.MS Excel, Word, and Email proficiency.Ability to manage multiple customer queries simultaneously.Strong follow-up and coordination skills.Key Performance Indicators (KPIs):Customer Query Response Time.Customer Satisfaction Score (CSAT).Lead Follow-up Completion Rate.Complaint Resolution Time.Customer Retention Rate.CRM Data Accuracy.Installation Coordination Success Rate.Customer Feedback Collection Rate.Documentation Completion Rate.Number of Positive Customer Reviews/Referrals Generated.