Average salary: Rs510,000 /yearly
More statsJob Title: Financial Operations Associate
Location: [Surat]
Responsibilities:
Open trading and Demat accounts for clients.
Execute online purchase transactions.
Maintain Excel sheets for tracking purposes.
Handle insurance logins and renewals.
Manage petty...
...clients and Interested clients who invest in markets. All selling financial products like mutual fund, IAP Portfolio, IPO, Bond, AIF, OMS,... ...Strong IT knowledge, Email writing & Etiquette, Good communication, Advisory-Stocks, Advisory-Bonds, Advisory-Forex, Advisory-Futures...
...Relations' (existing customer database).
Establishing and strengthening relationship with the allocated customer base.
Identify financial goals of customers and providing financial planning assistance.
KEY RESPONSIBILITIES
Drive Revenue through Cross sell / Up...
...phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch...
...prospect for leads.
Develop a growth strategy focused both on financial gain and customer satisfaction Requirements and qualification:-... ...experience in financial services, banking, or investment advisory is preferred
Have an understanding and knowledge of financial...
...ideal candidate will be responsible for handling a diverse range of financial tasks including direct taxation, indirect taxation, internal... ...individuals, businesses, and corporations.
- Provide tax planning and advisory services to clients to optimize tax efficiency.
- Stay...
...team to drive Business/Sales Targets - Enhance FC earnings based on vintage. - Focusing on advisory and FC retention. - Focus on Customer retention. - Generate sales leads through Financial Consultants and advisers by upselling and cross-selling of product mix - Branch...
...Wealth Manager About Client: Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Designation: Wealth Manager Experience: 4 - 8 Years Education: MBA - Finance Locations: Across India Preferred...
Rs 8 - 12 lakhs p.a.
...handling
About Company:
Company is a well-diversified financial service company in India & Abroad, offering one stop investment... ...currency and commodity asset classes, financial analytics, mortgage advisory, investment banking and executions in cash & future equities....
...Company Description
Growlity, Inc. is a global ESG and Business Sustainability Management Advisory Company. With operations in multiple countries, including the United States, India, Thailand, GCC countries, United Kingdom, Canada, and Mexico, Growlity offers advisory and...
...AECOM is the world’s trusted infrastructure consulting firm, delivering professional services throughout the project lifecycle – from advisory, planning, design and engineering to program and construction management. On projects spanning transportation, buildings, water, new...
...Skills:
# Graduate / Post graduate with overall experience of 3- 4 yrs, with minimum 1 - 2 yrs exp in Equities on the client advisory side
# Should have sound understanding of capital markets,
# Should be a result-oriented, self-starter, proactive
# Should possess...
...Inspection Report.
ï'· Maintain Site Welfare Inspection Report.
ï'· Maintain Weekly First Aid Report.
ï'· The Safety acts an advisory capacity to the management and supervision with regards Health Safety and
Environment.
ï'· Safety is to Monitor and ensure that...
...coordinate admission-related activities.
Skills :
Excellent communication and interpersonal skills.
Strong counseling and advisory abilities.
Knowledge of educational programs and admission processes.
Ability to multitask and prioritize in a fast-paced...
...AECOM is the world’s trusted infrastructure consulting firm, delivering professional services throughout the project lifecycle – from advisory, planning, design and engineering to program and construction management. On projects spanning transportation, buildings, water, new...
Rs 2 - 3 lakhs p.a.
...data entry in human resources information systems (HRIS) and audits for accuracy and compliance
Provide a dedicated and effective HR advisory service to employees that covers absence and health issues, conduct and capability, grievances, organizational change, and all other...
...Responsibilities : 1) Generating revenue for the respective branch through HNIs, Retail clients & Franchisee. 2) Responsible to achieve all advisory product targets of the branch. 3) Will be responsible for cross selling third party products for the branch 4) Should focus on...
Rs 2 - 4 lakhs p.a.
...independently.
Responsibilities:
Record Keeping & Bank reconciliation: Reconciling bank statements, keeping accurate records of financial transactions including sales, purchases, receipts, and payments
Manage accounts payable and accounts receivable, ensuring that...
...suitable investment solutions. Operating through three branches located in Surat, Mumbai, and Baroda, we consistently deliver exceptional financial solutions. We are currently serving 250+ HNI clients and through them we are managing an AUM of 900+ Crore.
Job Summary:
We...
...ESIC, RETURN filling , bank/GST reconciliation , TDS working
Accountants are responsible for maintaining accurate and up-to-date financial records. This includes recording financial transactions, such as sales, purchases, expenses, and payroll, in journals and ledgers....
Rs 14000 - Rs 25000 per month
...hiring a Sales Officer to join our team at SMFG India Credit. As a Sales Officer, you will be responsible for promoting and selling our financial services to potential customers. This is a full-time position based in Bharuch, Gujarat, India. The ideal candidate for this role...
Rs 1.5 - 4 lakhs p.a.
...Internal audit
Account finalisation
Income tax and statutory audit report etc
Preparation, analysis, and interpretation of financial statements such as balance sheets, income statements, and cash flow statements. Ensuring compliance with accounting standards and...
...implementation of the changes as per the
circulars, rules and regulations.
Experience : CS / CA / MBA with 5 - 10 yrs experience in Financial Services Industry
Location: Surat Head Office
Key Skills :
Company Profile
The client is a leading player in the Indian...
...a team of accountants. The chartered accountant is responsible for implementing accounting systems and processes, preparing monthly financial reports, controlling the master data of the general ledger, and ensuring compliance with the state revenue service.
To be successful...
...produce 500MW of solar cells and 5000MW of solar modules by 2025. Rayzon Solar is recognized for its constant technological innovation, financial stability, and global sales and service networks.
Role Description
This is a full-time on-site role for a Recruitment...
...immediate superior as and when required
Skills & Knowledge
# Graduate / Post graduate with 1 - 4 yrs exp in direct selling of financial products from any financial services industry.
# Should have good communication & presentation skills.
# May have good existing...
...Capital (Client Acquisition)
Establish new borrowing relationships for Business Banking (SME), preparing the required credit and financial analysis as per the bank policies and procedures to enhance the bank's market share.
· Spread and analyze financial statements,...
...Upmetrics is a cutting-edge business planning platform, that empowers entrepreneurs with robust tools to craft comprehensive plans.
Our suite encompasses financial projection, idea validation, and dynamic planning, turning entrepreneurial visions into strategic blueprints.
...perfectly! Responsibilities : - Get new customers excited about our CASA products. - Build lasting relationships with personalized financial advice. - Smash sales goals and stay updated on market trends. Qualifications : - Bachelor's degree and a proven sales record. - Great...
...concerns.
Prepare and deliver appropriate presentations on products and services.
Create frequent reviews and reports with sales and financial data.
Ensure the availability of stock for sales and demonstrations.
Participate on behalf of the company in exhibitions or...