Full job description

Job description

Job Summary:
We are looking for Financial Consultants who can help individuals and families with financial planning, including long-term and short-term investment strategies and protection plans. This is a flexible work opportunity, ideal for professionals from diverse backgrounds who want to earn at their own pace while making a meaningful impact.

Key Responsibilities:

✅ Meet with customers to understand their financial goals.
✅ Conduct need analysis to provide personalized financial solutions.
✅ Offer the best financial planning strategies for families.
✅ Develop long-term & short-term financial and protection plans.
✅ Guide clients on tax savings, loans, and investment opportunities.
✅ Build and maintain strong customer relationships.

Who Can Apply?

We welcome candidates from various professional backgrounds, including:
✔ Housewives looking for flexible earning opportunities.
✔ Professionals with experience in any field seeking a career shift.
✔ Retired government employees who want to continue working part-time.
✔ Loan agents, tax consultants, banking & finance professionals looking for additional income.

Why Join Us?

Flexible work environment – Work from anywhere, at your own convenience.
High earning potential – Attractive commissions and incentives.
Training & Support – We provide guidance and professional development.
Be your own boss – Control your working hours and income growth.

How to Apply?

Interested candidates can apply directly on Indeed or send their CV to +91 99250 12076.

Take the next step in your financial career with JENY Enterprise!

Job Types: Fresher, Freelance

Pay: From ₹25,000.00 per month

Work Location: Remote

Speak with the employer
+91 9624855955

Full job description

Join our dynamic Sales team as a Corporate Sales Assistant - Analyst, where you will play a crucial role in supporting client service and engagement. This position offers an exciting opportunity to work closely with both external clients and internal stakeholders, contributing to the success of our sales operations.

Job Summary:
As a Corporate Sales Assistant - Analyst within the Sales team, you will be instrumental in providing exceptional service to our clients. Your role will involve engaging with clients and collaborating with various internal stakeholders, such as the Banking team and Operations (Middle office, Back office). You will manage client queries, assist in trade bookings, and prepare marketing materials, ensuring smooth pre-trade and post-trade operations.

Job Responsibilities:

• Handle client queries and manage tasks related to pre-trade and post-trade operations.
• Assist the Sales team in trade bookings, preparing trade termsheets, and marketing materials.
• Send trade recaps and termsheets to clients post-booking.
• Manage internal EOD PNL, position blotters, and prepare management reports.
• Create periodic analytics to assess client activity.
• Collaborate with internal parties to resolve client or internal issues and support Sales on projects.

Required Qualifications, Capabilities, and Skills:

• Bachelor's degree required.
• 1+ years of relevant industry experience.
• Entrepreneurial determination with strong analytical and quantitative skills.
• Proficiency with market and product terminology and transaction cycles.
• Ability to communicate concepts and ideas effectively to different audiences.
• Comfortable interacting with business clients and management.
• Self-directed, highly motivated, and able to work independently.

Preferred Qualifications, Capabilities, and Skills:

• Excellent multi-tasking and time management skills.
• Ability to work in a high-pressure environment while maintaining attention to detail.
• Strong team player with the ability to build and deepen client relationships.
• Strong motivation to succeed.

Full job description

We are seeking a detail-oriented and highly organized Accountant to join our finance team. The ideal candidate will be responsible for managing financial records, ensuring compliance with accounting standards, and assisting with the preparation of financial reports. This role will support the day-to-day financial operations, maintain accurate financial records, and assist in preparing budgets, forecasts, and financial statements.

Key Responsibilities:

• Prepare and maintain accurate financial statements, reports, and records.
• Process accounts payable and receivable, ensuring timely and accurate payments.
• Reconcile bank statements, credit card statements, and other financial documents.
• Assist in preparing monthly, quarterly, and annual financial reports.
• Maintain the general ledger and ensure proper accounting treatment for all transactions.
• Assist in preparing budgets and forecasts, and analyze variances.
• Ensure compliance with accounting standards, tax regulations, and company policies.
• Manage payroll processing and related reports.
• Support internal and external audits.
• Monitor cash flow and prepare cash flow projections.
• Prepare tax filings, including sales tax, VAT, and income tax returns.
• Maintain fixed asset register and calculate depreciation.
• Assist in month-end and year-end closing processes.
• Provide financial analysis and support to other departments as needed.

Required Skills and Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field.
• 1- 3 years of experience in accounting or finance roles.
• Proficient in accounting software (e.g., QuickBooks, Tally, SAP).
• Strong understanding of accounting principles and financial reporting.
• Knowledge of tax regulations and compliance.
• Strong MS Excel skills (pivot tables, vlookups, formulas).
• Excellent attention to detail and organizational skills.
• Ability to work independently and manage multiple priorities.
• Good communication skills and ability to work in a team.

Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Schedule:

• Day shift

Education:

• Bachelor's (Preferred)

Experience:

• total work: 2 years (Preferred)
• Accounting: 1 year (Required)
• Tally: 1 year (Required)

Work Location: In person

Job description

Role & responsibilities

Lead and supervise the FP&A finance team by setting clear goals, reviewing team members' work, providing ongoing training and development, conducting performance evaluations, and fostering a collaborative environment Oversee the preparation, accuracy and timeliness of financial reports and analysis to provide actionable insights to senior leadership, support strategic decision making, and ensure compliance to internal governance policies. Liaise with global Finance, Operations, Commercial, and other cross-functional teams to gather relevant information for strategic planning and performance measurement Facilitate internal alignment with continued scalability and efficiency by aligning account-level margin assumptions and supporting interlock with Operations and other key stakeholders.

Must be ready to relocate at Gujarat

Must be ready to work in Shift. (7.30PM TO 4 AM)

5 days working

Google Workspace (Sheets, Slides, Docs) or other productivity tools such as Microsoft Office Proficient knowledge of Workday/Adaptive Insights or other large ERP/planning systems is considered an asset Candidates with experience using business intelligence tools such as Sisense, Google Data Studio, Tableau, or Power BI will be given extra consideration.

Share your details on dhara@upman.in or connect me on 9512031578Role: 

Financial AnalystIndustry Type: 

IT Services & ConsultingDepartment: 

Finance & AccountingEmployment Type: 

Full Time, PermanentRole Category: 

Finance

EducationPG: 

CA in Any Specialization, MBA/PGDM in Finance

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Full job description

Job description
iRecord Software serves as a powerful tool empowering the Indian investing community to effortlessly manage their investments, practice personal Investment Accounting, and streamline portfolio management. We developed iRecord Software in response to the absence of a suitable solution for Indian investors and professionals, who often resorted to outdated tools and complex spreadsheets, iRecord software eliminates the complexities of manual data tracking and errors associated with spreadsheet usage.

We intend to facilitate Indians in consolidating their investments from various platforms, providing a comprehensive view of portfolio performance across asset classes, automating the journey from data aggregation through the creation of investment reporting and book closure. As a customer-focused organization committed to compliant product development, we have emerged as a crucial resource for portfolio tracking and Personal Investment accounting within the Indian investing community.

An Overview:

iRecord provides a dynamic and inspiring work environment where your ideas carry significant weight.

Join our close-knit team and let's work together to shape the future of portfolio management and Investment Accounting for the Indian Investing Community.

About the Role:

As an Investment Accounting intern at iRecord, get ready to dive into the world of finance and make an immediate, meaningful impact! We're seeking a talented candidate with a strong grasp of Indian Stock Markets and Accounting fundamentals, along with proficiency in MS-Excel.

This is a fantastic opportunity to gain practical experience in a dynamic and fast-paced environment, collaborating with seasoned industry experts committed to nurturing your professional growth. If you're an ambitious and detail-oriented individual passionate about Investing and Accounting, looking to kick-start your career with a leading portfolio accounting & operations firm, this opportunity is tailored for you.

Key responsibilities:

1. Collaborate with clients, brokers, banks, CA’s, and other third-party providers to ensure efficient service delivery and timely completion of deliverables.

2. Contribute to the process of generating financial and investment reports.

3. Responsible for Importing, Uploading, preparing and reviewing broker and bank reports, ensuring accuracy and reconciliation.

4. Prepare/review corporate actions for each individual investor account.

5. Maintain precise and up-to-date records of client data and reports.

6. Utilize MS Excel proficiency to organize, reconcile, and present detailed financial and investment reports.

7. Communicate and collaborate with the operations team to implement automation in the investment accounting process, covering data aggregation to the closure of books.

8. Prepare and disburse reporting packages such as but not limited to – Capital Gain Loss, Dividend, Transaction, Audit Turnover, Performance – (Holding Period, CAGR, Absolute), Closing Stock Summary, Client and Investor Family wise analysis & more.

9. Experience or knowledge of functioning of Indian stock markets is mandatory.

10. Other ad-hoc responsibilities as directed by manager,

Who can apply:

· Are pursuing MBA (Finance), CA, CA-Inter, CMA, CFA (L1), B. Com, BMS, BAF & BBA – Mumbai Western Suburbs Only

· Are available for a full-time/part-time (in-office) position at Borivali, Mumbai.

· Can commence immediately.

· Are available for at least 3-6 months duration.

· Possess relevant skills, interests, and academic background.

· Have experience or interest in Fund Accounting, Stock Broking, Investment Operations, Financial Planning (preferred).

· Freshers looking for jobs are also welcome to apply.

Job Types: Part-time, Fresher, Internship

Pay: ₹10,000.00 - ₹25,000.00 per month

Schedule:

• Day shift
• Weekend availability

Supplemental Pay:

• Overtime pay
• Performance bonus

Ability to commute/relocate:

• Borivali West, Mumbai, Maharashtra: Reliably commute or willing to relocate with an employer-provided relocation package (Required)

Work Location: In person

Full job description

Job Responsibility:

To Maintain Accounts in Quick books for client and other software if needed.

Scrutinize Supplier and Customer's Ledgers.

Maintain Sundry Debtors and Sundry Creditors.

Communicate and resolve errors with designated persons.

Reconciliation of Bank accounts.

To make various reports and MIS as and when required with Report modelling and able to understand SOPs.

Excel knowledge required.

Good English required

Trainning will be provided

Job Types: Permanent, Fresher, Part-time

Pay: ₹10,000.00 - ₹20,000.00 per month

Expected hours: 24 per week

Schedule:

• Day shift
• Fixed shift

Education:

• Bachelor's (Preferred)

Experience:

• total work: 1 year (Preferred)

Language:

• English (Required)

License/Certification:

• Tally,Quickboook (Required)

Work Location: In person

Job Timings

9:30 AM - 6:30 PM | Monday to Saturday

Interview Timings

11:00 AM - 4:00 PM | Monday to Saturday

Job Address

kudasan gandhinagar

Job Description

Salary Range :

Rs. 15000 - Rs. 22000 , based on skills, experience, and interview performance

Educational Requirement :

Graduate / Female Only

Work Arrangement :

Work From Office

Gender Preference :

Female only

Skills Requirement :

No predefined skills necessary

Experience Requirement :

2+ Years of Experience

Location :

Kudasan

Working Hours :

9:30 AM - 6:30 PM | Monday to Saturday

Additional Info

Create And Execute Online Marketing Campaigns Using Seo, Social Media, And Email Strategies. Analyze Campaign Performance And Optimize For Better Roi. Collaborate With Teams To Enhance Digital Presence And Engagement. More Than 2 Years Experience Compulsory. | Skills Needed : Social Media, SEO

More info about Digital Sales Executive Job :

1. How much salary can I expect for this role?
Ans. Kaamlo Platform Private limited will provide a salary in the range of 15000 INR to 22000 INR. The exact salary will be decided based on your skills, experience and interview performance.

2. What are the educational requirements for this job?
Ans. Kaamlo Platform Private limited expects the desired candidate to have the following educational requirement: Graduate.

3. Is this a work from home job or a work from office job?
Ans. This is a work from office job.

4. Is there a gender requirement for this job?
Ans. Yes, only female candidates can apply for this job.

5. Are there any unique skills required for this job?
Ans. Kaamlo Platform Private limited expects the candidate to have the following skills: Seo, Social media.

6. How much experience is required for this job?
Ans. Kaamlo Platform Private limited expects the candidate to have 2+ Years of Experience.

7. Where is the job located?
Ans. The candidate will be expected to come to the following locality to work: kudasan gandhinagar.

8. What are the timings of this job?
Ans. Kaamlo Platform Private limited expects the candidate to work for the following hours: 9:30 AM - 6:30 PM | Monday to Saturday.

Ahmedabad

Job description

 About The Role 

JOB ROLE

Redress customer needs pertaining to cash, DDs, cheque deposits, general information.

Speed and accuracy of transaction.

Exploitation of other business opportunities sensed.

Providing quality of experience that will ensure retention and positive word-of-mouth.

JOB REQUIREMENT

Should have handled SO profile
MBA/GraduateRole: 

Branch ManagerIndustry Type: 

IT Services & ConsultingDepartment: 

BFSI, Investments & TradingEmployment Type: 

Full Time, PermanentRole Category: 

Banking Operations

EducationUG: 

Any GraduatePG: 

MBA/PGDM in Marketing

read more

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

cross sellingsalesretail liabilitiesrelationship managementbranch banking

retail bankingcustomer servicebanking operationsbranch banking operationsbranch operationsterm depositsfinancial operationsprivate bankingfinance

Job description

Job Title: Finance Executive
Location: Shahibaug, Ahmedabad
Experience: 1 to 3 Years
Qualification: Any Graduate finace releted
Salary: 20,000 to 30,000 per month

Job Description:

We are looking for a dynamic and detail-oriented Finance Executive to join our team in Shahibaug, Ahmedabad. The ideal candidate should have 1 to 3 years of relevant experience in handling finance and accounting functions.

Key Responsibilities:

• Handle Bank Guarantees (BG) and check BG status regularly
• Manage Purchase Orders (PO) and Sales PO documentation
• Coordinate with banks for transactions and compliance
• Maintain and manage accounts and all types of payments
• Handle import-export documentation, including shipping bills and customs requirements
• Ensure accurate bill entries and records
• Ensure timely financial reporting and compliance

Required Skills:

• Strong understanding of banking operations and documentation
• Knowledge of import-export procedures and shipping documentation
• Proficiency in handling accounts and financial entries
• Good coordination skills with banks and internal teams
• Ability to manage multiple tasks with attention to detail

pls send your resume at hr@rrmgt.in or call on 9081819473.Role: 

Export / Import ExecutiveIndustry Type: 

Electronics ManufacturingDepartment: 

Procurement & Supply ChainEmployment Type: 

Full Time, PermanentRole Category: 

Import & Export

EducationUG: 

Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Bank CoordinationBank GuaranteeBillingPurchase OrderImport Documentation

BG statusExport DocumentationLetter Of CreditBill Of LadingShippingInvoicing

Job description

Roles and Responsibilities

• Manage end-to-end sales process for home loans, including lead generation, customer interaction, and documentation.
• Identify potential customers and generate leads through various channels such as open market, DSA, DMA, DST, and referrals.
• Conduct site visits to assess property documents and verify borrower's financial status.
• Develop strong relationships with clients by providing excellent customer service and resolving queries promptly.
• Meet monthly targets set by the organization.

Role: 

Retail Banking SalesIndustry Type: 

BankingDepartment: 

Sales & Business DevelopmentEmployment Type: 

Full Time, PermanentRole Category: 

Retail & B2C Sales

EducationUG: 

Graduation Not Required

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Home Loans

HLSecured LoanHfcProperty LoanAffordable HousingMortgage SalesRetail AssetsLoan Against PropertyDSAMortgageMortgage LoansDmaHousing FinanceDCALap LoansDSTHousingLap SalesHousing LoanHome Loan SalesLapOpen MarketHome FinanceHFHome Equity

Full job description

· Identify potential clients through networking, referrals, and cold calling.

· Develop and maintain strong relationships with clients to understand their property needs.· Act as a trusted advisor, guiding clients through the buying, selling, or leasing process.· Promote and market available properties to prospective clients using various channels.· Conduct property showings and provide detailed explanations of property features and benefits.·

Collaborate with the marketing team to create impactful sales materials and campaigns.· Negotiate terms and prices with buyers, sellers, and agents to close deals successfully.· Prepare and review sales agreements, contracts, and documentation.·

Maintain accurate records of sales activities, client interactions, and property listings.·

Follow up with clients post-transaction to ensure satisfaction and foster repeat business.

Full job description

Key Responsibilities and Accountabilities:

Loan Portfolio Growth:

Identify potential clients and generate new loan leads through various channels, such as referrals, networking, and marketing strategies.

Process loan applications efficiently, ensuring accuracy and completeness of all required documents.

Evaluate loan requests, assess creditworthiness of borrowers, and make recommendations based on sound lending practices and risk management principles.

Collaborate with borrowers to gather necessary information and resolve any inquiries or issues related to the loan application process.

Ensure timely disbursal of approved loans and manage loan disbursement process.

Customer Satisfaction:

Provide exceptional customer service and maintain positive relationships with borrowers throughout the loan process, from initial inquiry to loan repayment.

Address customer inquiries, concerns, and complaints in a timely and professional manner.

Job description

Role & responsibilities

Hiring for Relationship Officer role for Micro Mortgage sales department in Ujjivan Small Finance Bank.

Freshers Can also apply

Preference for candidates who have experience in LAP or Home Loan Sales.

Interested candidate can call or share your CV on mahesh.dolare@gmail.com / 8855042842

Locations -Prahalad Nagar,Naroda ,PatiyaNarol Circle,Gandhinagar.

Role: Retail & B2C Sales - Other

Industry Type: Banking

Department: Sales & Business Development

Employment Type: Full Time, PermanentRole

Category: Retail & B2C Sales

EducationUG: Any Graduate

Role: 
Business Development Executive (BDE)

Location: Gandhinagar

Job description

Assist in planning and executing marketing campaigns

Create content for social media, email, and website

Conduct market research and competitor analysis

Monitor and report on campaign performance

Support event planning and promotional

activities.

Role: Business Development Executive (BDE)

Industry Type: Retail

Department: Sales & Business Development

Employment Type: Full Time, PermanentRole

Category: BD / Pre Sales

EducationUG: Graduation Not Required

Role: 
Business Development Executive (BDE)

Employment Type: Full Time, Permanent

Shift: 10:00AM to 7:00PM IST

Location: 3RD FLOOR,BHAGYASHREE BANQUET,OPP. SAIBABA MANDIR,, NR. KALASAGAR MALL, SATTADHAR,, AHMEDABAD, Gujarat, India.

Job description

Business Development Executive

Experience: 2+ years
Salary : INR 4,20,000-4,80,000 / year
Preferred Notice Period: Within 30 Days
Shift: 10:00AM to 7:00PM IST
Opportunity Type: Remote
Placement Type: Permanent

Must have skills required :
cold calling, Communication Skills, Lead Generation, LinkedIN Sales Navigator, Digital Marketing, Email Campaigns
Good to have skills :
CRM, Multi-tasking, Apollo.io, Lusha.

Mavlers is Looking for:
Business Development Executive who is passionate about their work, eager to learn and grow, and who is committed to delivering exceptional results. If you are a team player, with a positive attitude and a desire to make a difference, then we want to hear from you.

Responsibility:

Business Development, Sales Management, CRM Management, proposal documentation,
Excellent communication and negotiation skills, growth hungry.
Experience in selling digital marketing services for customers based out of the US.
Should have Experience doing cold calling and generating leads in US market.
Sales experience in the US market is a must - Mandatory Requirement.
Experience working on tools like Sales Navigator, Upwork Etc.
Experience with CRM software like HubSpot, Click Up Etc.
Proficiency in MS Office.
Excellent multi-tasking skills
Ability to prioritize tasks
Ability to present and explain ideas to a variety of audiences
Ability to sell value and create credibility
Ability to maintain a high level of professionalism and confidentiality
Enthusiastic to build good relationships with people
Ability to work well in a team environment
Tracking new clients in various industries, placing proposals, and getting agreements.
Process and manage paperwork and correspondence related to all clients.
Understand clients needs by doing client assessments.
Provide detailed client documentation.
Hands-on experience in all elements of the sales process from Approaching Leads,
Scheduling Interviews, Creating Proposals, negotiations and closings.
Arrange/Prepare proposals for clients.
Achieve Sales Targets via Outbound Leads.
Fixing Prospect meetings & Giving Presentations (If needed).

Requirements Gathering and understanding Nurturing clients from scratch to maturity.
Support the team with other responsibilities as required.