Regional Finance Manager Jobs

. BANCASSURANCE CHANNEL:A. Candidate would be responsible for handling branches of ICICI bankB. Handling walk-in customers of the bank including HNI (High Networking Individuals) and NRI (Non Residents of India)C. Asking or identifying their investment needs and providing solution with a suitable investment planD. Visiting customer for a presentation and help them for a suitable investment plan2. DIRECT MARKETING CHANNEL:A. Candidates would be responsible to work to work on leads provided by the companyB. Generating business from the leads & from the references.C. Organizing various activities & events for generating leads.D. On prior appointments, visit them for a presentation.3. AGENCY CHANNEL:A. Handling a team of financial advisors.B. With the help of seniors, providing them training with regards to various products and investment plans of the company.C. Coordinating and planning with them at every stage to enhance the business of the company.D. Visiting customers along with team.E. Understanding the need of the client/customer and providing information about the product which is suitable for them.

Knowledge of preparation of details for filing returns like-GSTR-1,3B,4,9,9C and preparing of Data for GST audit/reply to notice. ExperienceKnowledge of TDS/TCS & filing of Return. Dealing with Auditor for statuary Audit.Required Candidate profileExperience of ERP for entering Supplier invoice, Bank voucher, cash vouchers.Deal with supplier client, and invoice queries

Job SummaryWe are looking for an experienced and ambitious regional manager to oversee all branches of a region from managing customer relations to implementing business strategies. Applicants should have a good combination of analytical and communication skills as well as the ability to adapt to a constantly evolving industry landscape. The ideal candidate should be excited about building a great team and establishing a good rapport with new and existing clients in the area. Were specifically looking for natural leaders who know what it takes to guide a team to success in a business region.Roles & ResponsibilitiesIdentify, evaluate and manage strategic risks and opportunities.Ensure compliance with company and industry policies and procedures.Increase the overall productivity of the branch by implementing relevant employee training, budgeting effectively, eliminating inefficiencies and capturing growth opportunities.Maintain fruitful relationships with current customers and establish good relationships with new ones.Develop and oversee sales and marketing strategies.Dealing and execution of trades in Equities, Derivatives, Bonds and CurrenciesManaging resources and staff, developing and attaining sales goals, delivering customer service, and growing the location's revenues.Maintaining continuous contact with the people involved in the decision making regarding investmentsAcquiring Clients Internally for increasing revenues to the companyStrengthening and maintaining relationships with High Net Worth clients by offering prioritized servicing and increasing volumes across equity and derivative segments.Error-free and smart trade execution, resolving queries and providing solutions in a timely manner, managing risk, maintaining margins and balances as per daily carry forward positions.Recommending and discussing trading ideas with clients which include arranging analyst meets with clients, sharing news and important developments in particular scrip.

With 13 years experience in high profile Non-Banking & Financial sector in operational management reporting,management setup & coordination of different day to day team activities & goals. Firm believer in team work & try to be an excellent team player & leader.Ability to work within a team under pressure. Highly energetic and self motivated,adherence to strict deadlines and result oriented.

Dear Candidate, We have an Urgent Job Opening with a leading finance company for Regional Credit Head (SME ) Delhi. Kindly go through the detailed JD & If interested please revert with your updated resume.Job Profile Regional Credit HeadProduct - SMETeam & State Handling ProfileLocation - Delhi1) Job PurposeTo manage all activities pertaining to the sanction life cycle of all borrower accounts in the CFG business for all short and medium term products. The key responsibilities include thorough underwriting of credit proposals with the required due diligence; coordination with the sales team for resolution of risk concerns, maintaining Turn Around Time (TAT); interfacing with the Business team & Credit Committee for faster decisions; Assist Regional Credit Manager and Risk Head for business function, new product development. To undertake analysis of the credit proposal based on predetermined criteria and analysis of market information, current macroeconomic scenario, current portfolio concentration, etc2) Principal AccountabilitiesUnderwrite Credit Proposal - Selection - Based on internally defined criterion, analysis of market information, current macroeconomic scenario & portfolio concentration, etc Assessment - Management Risk, Industry Risk, Business Risk and Financial Risk Structuring to meet norms and generate internal comfort on lending mechanisms. Structure risk mitigants to ensure that the credit recommended is within the articulated credit risk appetite of the company; Compliance Regulatory, Credit Policy and product program Reference Checks - Banks / Other lenders / Trade / Competitors / suppliers / customers Visit meeting with promoter and visit of business premises Presentation - Capture the strength and weakness with identified risks and proposed mitigantsManage High Value Structured Deal - Meeting with promoter of borrower Understand the purpose of fund requirement Structuring the deal to fit within regulatory