2068 Financial Planning Jobs - Page 5

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch. Key Job Responsibilities Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the clients. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads. Desired Candidate Profile 1. Candidate with good communication skills. 2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year + 3. Pleasing Personality 4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage Perks and Benefits Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year) 1st & 3rd Saturday off. Interested candidates with relevant experience are requested to share CVs at s.devanesan@bajajcapital.com Contact Person : Kingsly Devanesan S

Key Responsibilities: Develop and maintain dashboards and reports using Excel, Power BI, and other tools to provide insights into business performance. Analyze data from various sources, including MS SQL, Azure, and Data Bricks, to identify trends and opportunities for improvement. Deliver Projects Using Analytics, Microsoft Tools, Power Apps, Forms, Power Automate, and Workflows Collaborate with cross-functional teams to implement data-driven strategies and solutions. Communicate findings and recommendations to senior management and stakeholders in a clear and concise manner. Manage and oversee multiple projects, ensuring they are completed on time and within budget. Provide training and support to team members on data analysis tools and techniques. Qualifications: Bachelor's degree in Business, Finance, Data Science, or a related field. Proven experience in business performance management, data analysis, and project management. Strong knowledge of Excel, Power BI, MS SQL, Azure, Data Bricks, and Analytics. Strong knowledge of Analytics, Microsoft Tools, Power Apps, Forms, Power Automate, and Workflows Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Strong problem-solving and analytical skills. Preferred Qualifications: Master's degree in Business, Finance, Data Science, or a related field. Experience in a global business environment. Certification in project management (e.g., PMP, PRINCE2).

About the Team Its no secret that Meesho is making massive leaps towards becoming the most used e-commerce app in India. Our Finance team has a key role to play in Meeshos success. Heres your chance to be a part of that success! As Assistant Manager - Controllership, you will be one among the 50+ professionals working in domains such as Financial Reporting, Finance Operations, Business Finance, Treasury Management and Taxation. The team consists of Chartered Accountants, Business experts and Engineers, who have previously worked for internationally renowned organisations. We also understand that creativity comes from work-life harmony. About the Role As Assistant Manager - Controllership, you will focus on creating value for the business through strategic levers and choices. You will work to continuously improve the fixed assets, insurance and other finance processes while maintaining a rigorous control environment and compliance with various internal policies. You will find plenty of opportunities to leverage solid business judgment to drive the right results. You will work with data, making fact-based decisions. You will also drive automations to improve workflow efficiencies leading to enhanced accuracy. What you will do Oversee the end to end Finance operations for the grocery business To drive process setup and ensuring implementation by coordinating with multiple teams for the scaling grocery business. To oversee and have proper control over suppliers payouts, COD reconciliations for the business. To perform monthly book closing for the grocery BU To manage multiple stakeholders i.e Category, SCM, Catops, Bizfin etc, simultaneously and be the single point of contact for them. To manage and review the work of 2-3 Finance executives. Participate and drive standardization automation projects for process efficiency Attend statutory auditors, internal and external auditors Should have the ability to analyse, compare, and interpret facts and figures quickly; and be able to make sound judgments based on this information What You Will Need Certification as a Chartered Accountant 1-3 years of relevant work experience Article ship from Big 5s Well Planned, organized with keen attention to detail Strong analytical and time management skills

Maersk is a global leader in integrated logistics, having been industry pioneers for over a century. Through innovation and transformation, we are redefining the boundaries of possibility, continuously setting new standards for efficiency, sustainability, and excellence. At Maersk, we believe in the power of diversity, collaboration, and continuous learning, and we work hard to ensure that the people in our organization reflect and understand the customers we exist to serve. With over 100,000 employees across 130 countries, we work together to shape the future of global trade and logistics. Join us as we harness cutting-edge technologies and unlock opportunities on a global scale. Together, let's sail towards a brighter, more sustainable future with Maersk. Purpose of the Role: As the Regional Analysis & FP&A Manager , you will serve as a trusted partner to the Asia Pacific & Africa (APA) Logistics and Services (L&S) commercial team. Your core purpose is to provide high-quality and timely financial reports (produced from our dedicated Reporting Centre of Excellence - CoE) and insightful analysis to support critical decision-making processes. You will lead the APA Analysis CoE L&S region analysis team of 5 members, ensuring the delivery of accurate financial reporting, forecasting, and analysis to support strategic initiatives and day-to-day operations. This role involves comprehensive financial analysis across segments at the area level, coordinating monthly and quarterly Management Operating System (MOS) deliverables, leading Rolling Forecast (RoFo) / Budget / Business Plan activities, and providing essential analytical support for regional and central requests. Key Accountabilities: Financial Partnership & Analysis: Take full responsibility for supporting APA region MPL (Multi-Purpose Logistics) and depot products. Act as the dedicated finance partner for the APA regional product team, providing in-depth financial analysis for strategic decision-making. Be responsible for the analysis and interpretation of budgets and forecasts, ensuring timely and high-quality financial reporting and analysis to key stakeholders. Proactively provide value-add analysis, financial information, performance management reporting, and financial planning. Coordinate and run analysis for central (CEN) and Regional projects/requests. Best Practices & Improvement: Share and actively drive the adoption of best practices, continuous improvement, and uptake of standard reporting and insights produced within the CoE. MOS & Performance Review Coordination: Coordinate monthly and quarterly MOS deliverables. Ensure all MOS deliverables are prepared, validated, consolidated, and submitted on a timely basis. Engage with business and finance stakeholders at the area level to ensure timely and quality input. Act as the analytical anchor point for performance reviews and drive follow-up actions. Team Leadership & Development: Partner with the APA L&S Region FP&A and FBP manager to govern the success of the APA L&S region analysis CoE. Supervise 5 members of the region analysis team, fostering a culture of collaboration, accountability, and continuous improvement. Ensure the team delivers accurate and timely financial reporting, analysis, and insights to stakeholders. Required Experience & Qualifications: Education: Bachelor's or Master's degree in Finance (CA/MBA-Finance) or equivalent finance certifications. Progressive Experience: Minimum of 10 years of progressive experience in accounting, financial planning and analysis (FP&A), sales finance, or business partnering. People Leadership: Minimum of 5 years of people leader experience , demonstrating strong leadership and team development capabilities. Communication & Influence: Excellent communication and strong stakeholder influencing skills. Tool Proficiency: Working proficiency on tools such as Microsoft Excel (advanced), MiniTab, SAP-BI/BW, and Power BI . Level Attributes: Technical: Strong financial and business acumen. Proficiency in scenario planning & business modeling. Ability to communicate complex financial concepts clearly to non-finance stakeholders. Ability to synthesize complex data into actionable strategies. Strong strategic thinking capabilities. Expertise in financial/management reporting and compliance. Experience in process and change management. Strong understanding of performance management principles. Soft Skills: Ability to work effectively within a matrix organizational structure, demonstrating cross-departmental collaboration and partnering skills. Excellent communication and relationship-building abilities. Leads by example, inspiring and motivating the team. A self-starter with a hunger for knowledge and continuous learning. What We Offer: Joining Maersk means being part of a team that is not only transforming global trade but also shaping the future of our industry. You will be part of a truly international company with a strong culture, where you will have unique opportunities to make a real impact on a global scale. We offer constant challenge and the scope to learn in an open and friendly atmosphere, with a strong focus on continuous improvement and personal development.

Costing Engineer to support our construction projects by ensuring accurate cost estimation, budgeting, and financial control. Experience in construction cost analysis, estimation, and project financial planning. Role: Industrial Engineer Industry Type: Engineering & Construction Department: Production , Manufacturing & Engineering Employment Type: Full Time, Permanent Role Category: Engineering Education UG: B.Tech/B.E. in Any Specialization

Prepare detailed reports on buying trends, customer needs, and profit margins, and present these reports to company leadership Conduct annual personnel performance appraisals, providing clear and actionable feedback and delivering constructive criticism to help staff improve Monitor inventory levels and order new items as needed Source, hire, train, and oversee new staff, leading by example and ensuring efficiency in the training process Arrange promotional material and in-store displays Undertake financial-planning tasks, including managing the store budget Candidate from Home Applinaces industry will be prefered

Looking for Candidates from Only Construction and Real Estate With 12+Years Experience Having (Income Tax, Bank Handling, Forecasting, Projections) He will heading the Accounts Department Based on the Previous Salary

Sperton Consultancy hiring Wealth Manager for client. Role involves client acquisition, sales & presenting wealth plans. 2–5 yrs in financial sales/wealth mgmt with strong B2C skills required.

We are looking for a highly skilled and experienced professional to join our team as a Unit Manager - Asset Reconciliation with Equitas Small Finance Bank. Roles and Responsibility Manage and oversee the asset reconciliation process to ensure accuracy and efficiency. Develop and implement effective financial controls to minimize risk and maximize profits. Conduct audits and reconcile accounts to identify discrepancies and improve processes. Collaborate with cross-functional teams to resolve issues and enhance overall performance. Analyze data and provide insights to inform business decisions and drive growth. Ensure compliance with regulatory requirements and industry standards. Job Requirements Strong knowledge of financial controls, audit, and reconciliation principles. Experience in managing teams and leading projects. Excellent analytical and problem-solving skills with attention to detail. Ability to work in a fast-paced environment and meet deadlines. Strong communication and interpersonal skills to build relationships with stakeholders. Proficiency in financial software and systems to manage large datasets. About Company Equitas Small Finance Bank is a leading player in the BFSI sector, committed to providing high-quality banking services to its customers. The Centralized Processing Center plays a critical role in ensuring seamless execution of financial transactions and maintaining accurate records.

The PRM & SPRM role are client facing roles Playing a integral part of HSBC RBWM flagship offering of Premier Banking’ To grow and nurture HSBC Premier relationships (the HNI segment of the PLB customer base) and achieve business targets as laid down and in accordance with the business plan To facilitate a single point of contact for all Premier customers, anticipate needs and provide required banking/financial advisory services The jobholder to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals as complied with local regulatory requirement All this needs to be achieved by keeping the highest standards of integrity towards the bank and clients and the regulatory requirements. Principal Accountabilities Impact on the Business / Function Maximize profit and achievement of the growth of Premier clients portfolio Achieve agreed financial targets by development of existing and new relationships Build effective relationships with clients to retain and develop sustainable relationships Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals Effective use of tools and information to drive client service delivery and RBWM performance Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals Establish and agree client contact strategies in line with Group operating models Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales Customers / Stakeholders Own the client relationship with HSBC Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients Monitor client satisfaction data implementing portfolio level improvements Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client Leadership & Teamwork To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered Proactively support others through direct and indirect actions beyond activities particular to this role Collaborate with the wider team to deliver the Branch RBWM Performance measures and plan to support the multi-channel client journey Establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs Operational Effectiveness & Control Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines Agree and manage lending facilities within any agreed Approval Authority (RAA) Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimize loss Adhere to selling process and sales quality requirements Comply with the applicable laws, regulations, Group and local guidelines related to Sanctions and AML policy of HSBC while undertaking various day to day operations Remain alert and promptly report to the Sanctions Officer/ INM FCC office/ Line manager ( As applicable and required by the AML and sanction Policy) if a customer is found to be engaging in sanction evasion activities or violations of AML policy or any other related procedures. Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activities Support the Country or Regional FCC AML Office/ AML Investigations by providing additional information when required Responsible for attending and successfully completing the AML and Sanctions related assigned training in the mandated timeframe Understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC; Requesting additional AML training that you deem necessary or appropriate to perform your jobs through your entity manager Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP. Understand the relatively high reputational risk that arises from any perceived weaknesses in controls in respect of substantial cash deposits or withdrawals activity, wire transfer, monetary instruments and pouch and mail To be aware and Identify high risk indicators for various products and Services offered by INM RBWM example Cash, insurance, credit cards products etc Ensure that all records are obtained in respect of INM RBWM customers or New to bank customer for any products and services provided by HSBC are as per the process laid down. Must ensure that the prescribed process is being followed while dealing with non HSBC customers request for monetary instruments and wire transfers Ensure Adherence to the regulatory guidelines and internal AML & Sanction Policy of HSBC, which includes pouch and mail, monetary instruments, cash services and payment transparency Line of Business Procedures To be aware of AML risk posed by pouch and mail, Monetary instruments, cash services and wire transfer services and should undergo the mandatory training for the same Necessary remediation steps needs to be undertaken in case if there is any breach or non-adherence to the policy laid down in the LoBP Must undertake necessary due diligence to ensure that the nature of the transaction is in sync with the customer profile , else raise it to line manager for further clarification The staff must be aware of the scope of services of various products and services that are offered and those which are prohibited because of the guidelines laid down in the line of Business procedures and must ensure the same is communicated to customer in a effective and polite manner Ensure adequate due diligence is undertaken by the Individual/team to ensure that the nature of the various transactions of wire transfer, cash services, monetary instruments are in sync with customer profile Major Challenges The bank seeks to grow its RBWM business through an efficient operation and the pursuit of providing clients with globally consistent experiences, excellent service, cross selling products and services appropriate to client needs in order to enhance that value. In the face of fierce competition in this segment the bank is seeking to grow the significance of this group in their contribution to our business. The Premier segment typically comprises clients with Total Relationship Balances. We should also recognise our responsibility to the community in which we operate and improve the bank’s profile within those communities building economic value for the bank and its shareholders. The range of competitors and products has established an increased financial awareness in clients, creating demand for increased experience and skill at PRM level. A Premier Relationship Manager requires the following key attributes: Excellent sales and people management skills Client driven with a strong focus on quality of service Strong interpersonal communication skills A strong sense of ownership, responsibility and accountability An excellent understanding of financial planning, wealth management and understanding client need The jobholder forms an integral part of the wider HSBC management team. As part of this wider team the jobholder is expected to identify opportunities in their day to day activities that directly or indirectly contribute to the success of colleagues with differing responsibilities, particularly in other areas of HSBC such as Commercial and Private Bank. Role Context The jobholder will own and manage a portfolio of clients with Total Relationship balance. The jobholder has prime responsibility for: Maximising growth in their portfolio and achieving the RBWM plan/metrics Leading Premier activities to ensure opportunities are identified. Client needs are met effectively, maximising all available resources. Compliance with the relevant Group standards, including GHQ and the Regulatory organisation as applied to the implementation of the RBWM strategy in their country Jobholder will hold Lending Approval authorities appropriate to their role. The job holder operates within the approved operating and strategic plan process to develop the RBWM business. Management of Risk Adheres to processes and controls to identify and mitigate risks and ensures timely escalation of control issues and reputation risks. Observation of Internal Controls Maintains HSBC internal control standards and addresses audit points and/or any issues raised by regulators in a timely manner. Role Dimensions Portfolio Size of Total Relationship Value of customer Portfolio Size of Premier clients or number of relationships as dictated by market requirements Growth in Income, balances, clients volumes, number of clients, etc Requirements Bachelor's degree with relevant experience Minimum of 5-8 years of Relationship management work experience with high net worth clients. Evidence of strong sales results in insurance and investment products Relationship management experience with high net worth clients Strong technical skills in wealth management Strong communication, client focus and influencing skills Strong sales orientation, networking and portfolio management skills Sound knowledge of financial services products and services and the client relationship management system Understanding of business banking client segment and products and services Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment Able to communicate well in English and local languages Accreditations IRDA and AMFI certifications are mandatory Leadership Capabilities Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly Be ambitious about providing the highest standards of delivery to colleagues and clients Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity Be authentic and show ability to engage with colleagues and clients to deliver at pace Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses Global Wealth Management - Relationship Manager Technical Capabilities Technical Capabilities Client Skills Client focus Sales orientation Portfolio management Communicating & influencing Business Acumen Marketplace knowledge Business understanding Solutions Premier products and services HSBC services and propositions Processes Risk and compliance Business processes Tools and systems Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. The GCB 5 or GCB 6 will be offered depending on the selected candidate's skill and relevant experience

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Develop and implement strategies to increase sales and revenue growth. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with customers and stakeholders. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds. Strong understanding of financial products and services, including mutual funds and microfinance. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with cross-functional teams and building strong relationships with clients and stakeholders.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and competitor activity to stay ahead in the market. Provide exceptional customer service and support to ensure high levels of client satisfaction. Job Requirements Proven experience as a Relationship Manager in micro finance or mutual funds, with a strong track record of success. Strong knowledge of financial products and services, including mutual funds, investments, and savings accounts. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience working with diverse client groups, including those from underprivileged backgrounds.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value (TRV). Accountable for achieving annual volume and revenue objective. Ensure Savings Book and loan book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS processes. Job Duties: Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements. Ensure internal and regulatory compliance and address operational risks if any. Requirements: 6-12 years of experience in HNI Sales / Wealth Management / Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage. Education / Preferred Qualification Graduate / Postgraduate with MBA in relevant field Core Competencies Effective probing and listening skills. Strong Relationship Management and influencing skills Self-driven and ambitious. Good written and verbal communication skills Results-oriented, analytical and ability to deliver results under pressure Understanding of competitive positioning Strong service orientation, customer-centric behavior. DBS India - Culture & Behavior Performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints. Build pride and passion to protect, maintain and enhance DBS image and reputation. Enhance knowledge base, build skill sets & develop competencies. Execute at speed while maintaining error free operations.

Microland Limited is looking for Digital Network - Associate SME (NW1) to join our dynamic team and embark on a rewarding career journey Processing requisition and other business forms, checking account balances, and approving purchases. Advising other departments on best practices related to fiscal procedures. Managing account records, issuing invoices, and handling payments. Collaborating with internal departments to reconcile any accounting discrepancies. Analyzing financial data and assisting with audits, reviews, and tax preparations. Updating financial spreadsheets and reports with the latest available data. Preparation of operating budgets, financial statements, and reports. Reviewing existing financial policies and procedures to ensure regulatory compliance. Providing assistance with payroll administration. Keeping records and documenting financial processe

KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins

Job Description Summary Responsible to deliver Financial Planning & Analytical activities including forecasting, reporting, analytics, closing and planning support for the P&L and headcount for all factories in AVS Business working with plant finance teams, Segment FP&A and operational teams as relevant. Has knowledge of best practices and how own area integrates with others. . Job Description Roles and Responsibilities Accountable for quality of forecasting, reporting, analytics, closing and planning and budget support. Manage the month/quarter close activities and reviews with the plant finance teams Provide visibility to the status of the close, tracking entries to go on monthly and quarterly basis Prepare estimates for Inbound Freight costs and liquidations. Setting annual standards Lead or support ongoing simplification and productivity projects Prepare standard reports, variance analysis, publish to stakeholders and provide analytics, clarifications and action plans to improve profitability Responsible for quality error free deliverables within timelines set by functional & team requirements A job at this level requires ability to utilize in-depth knowledge of a discipline and analytical thinking to execute policy/strategy. Basic knowledge of related job disciplines. Uses some judgment and has the ability to propose different solutions outside of set parameters to address more complicated, day-to-day problems. Has ability to prioritize information for data analysis. Uses technical experience and analytical thinking. Uses multiple internal and limited external sources outside of own team to arrive at decisions. Required Qualifications For roles outside of the USA- This role requires advanced experience in the Finance & FP&A Operations. Knowledge level is comparable to a Bachelors degree from an accredited university or college ( or a high school diploma with relevant experience). For roles in USA - Bachelors degree from an accredited university or college (or a high school diploma / GED with at least 6 years of experience in Job Family Group(s)/Function(s)). Desired Characteristics Strong oral and written communication skills. Demonstrated ability to analyze and resolve problems. Ability to document, plan, market, and execute programs. Strong PC skills: Experience with financial systems/applications such as Hyperion, Power BI, Tableau, MS Excel skills in data compilations and aggregation required for data analysis. Should be flexible to adjust to time zones as this role will require working with manufacturing teams in various countries across the globe Inclusion and Diversity GE HealthCare is an Equal Opportunity Employer where inclusion matters. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. . Our total rewards are designed to unlock your ambition by giving you the boost and flexibility you need to turn your ideas into world-changing realities. Our salary and benefits are everything you d expect from an organization with global strength and scale, and you ll be surrounded by career opportunities in a culture that fosters care, collaboration and support Disclaimer: GE HealthCare will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide employment with GE HealthCare. If you suspect you have received a fraudulent call , please fill out the form below: https: / / www.ge.com / careers / fraud Relocation Assistance Provided: Yes

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service and support to ensure high levels of client satisfaction. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds, with a minimum of 1 year of experience. Strong knowledge of financial products and services, including mutual funds, investments, and savings accounts. Excellent communication and interpersonal skills are required to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets and deadlines. Strong analytical and problem-solving skills are needed to analyze client needs and provide effective solutions. Experience working with small finance banks or similar institutions is preferred.

Mantra Properties is looking for Senior Executive - Finance to join our dynamic team and embark on a rewarding career journey Manage financial operations, including budgeting, forecasting, financial reporting, and analysis Provide strategic financial advice to senior management, including financial planning and analysis, investment analysis, and risk management Develop and maintain financial policies, procedures, and controls to ensure compliance with accounting principles, regulations, and company policies Manage relationships with external stakeholders such as auditors, tax authorities, and financial institutions Oversee the accounting team, ensuring accurate and timely financial reporting and compliance with accounting standards Collaborate with business operations teams to develop and implement financial strategies that support business objectives Monitor and analyze financial performance metrics and develop and implement initiatives to improve financial performance Provide leadership and guidance to the finance team, fostering a culture of collaboration, accountability, and continuous improvement Participate in strategic planning and decision-making activities as a member of the senior management team Excellent analytical and problem-solving skills Strong communication and interpersonal skills

As a Senior Customer Service Representative , you will be the primary liaison between customers and internal teams, ensuring seamless order execution and exceptional service delivery. You will manage complex order-to-cash processes, resolve operational issues, and support commercial strategies across business units. You will require strong process knowledge, customer focus, team player and the ability to collaborate across functions. Responsibilities Order Processing and Fulfillment : Manage end-to-end order processing and fulfillment for high-value or complex customer accounts. Product and Service Knowledge : Maintain deep knowledge of products, services, and business processes, and apply sourcing strategies for inter-regional operations. Operational Issue Resolution : Collaborate with cross-functional teams to resolve operational issues and proactively address service challenges. Customer Relationships and Service Levels : Build strong customer relationships, ensure service levels align with business priorities, and support commercial and customer service strategies across multiple business units. Team Mentoring and Performance Metrics : Mentor team members, deliver operational training, drive performance metrics (KPIs) aligned with company goals, and provide coaching and guidance to new team members. Audit and Compliance Support : Ensure documentation and processes are audit-ready, aligned with internal controls and external regulations, and focus on digital advancement. Qualifications bachelors or masters degree in supply chain, Business, or a related field. 8-12 years of experience in customer service or order management, letters of credit and import/export order management. Proficient in MS Office (Excel, Outlook, PowerPoint). Your Skills Strong analytical and communication skills. Team Player - Works we'll across teams and supports others. Proficiency in SAP and CRM systems. Problem Solving - Ability to manage complex scenarios and make independent decisions. Strong interpersonal skills and cross-functional collaboration. Attention to detail and process expertise - Skilled in OTC processes and ERP systems. Leadership - Takes Initiative, Mentors others and drives improvement Additional notes No relocation support is provided on the role Should be flexible to work in time zones. Benefits - What Dow offers you Equitable and market-competitive base pay and bonus opportunity across our global markets, along with locally relevant incentives. Benefits and programs to support your physical, mental, financial, and social we'll-being, to help you get the care you need...when you need it. Competitive retirement program that may include company-provided benefits, savings opportunities, financial planning, and educational resources to help you achieve your long term financial-goals. Employee stock purchase programs (availability varies depending on location). Student Debt Retirement Savings Match Program (U.S. only). Dow will take the value of monthly student debt payments and apply them as if they are contributions to the Employees Savings Plan (401(k)), helping employees reach the Company match. Robust medical and life insurance packages that offer a variety of coverage options to meet your individual needs. Travel insurance is also available in certain countries/locations. Opportunities to learn and grow through training and mentoring, work experiences, community involvement and team building. Workplace culture empowering role-based flexibility to maximize personal productivity and balance personal needs. Competitive yearly vacation allowance. Paid time off for new parents (birthing and non-birthing, including adoptive and foster parents). Paid time off to care for family members who are sick or injured. Paid time off to support volunteering and Employee Resource Group s (ERG) participation. we'llbeing Portal for all Dow employees, our one-stop shop to promote we'llbeing, empowering employees to take ownership of their entire we'llbeing journey. On-site fitness facilities to help stay healthy and active (availability varies depending on location). Employee discounts for online shopping, cinema tickets, gym memberships and more. Additionally, some of our locations might offer: Transportation allowance (availability varies depending on location) Meal subsidiaries/vouchers (availability varies depending on location) Carbon-neutral transportation incentives eg bike to work (availability varies depending on location)

Graduation in Commerce / Finance or business degree (ie B .COM , BBA, M.Com, MBA and etc) Relevant Exp Required : At least 4 years to 5 years of experience in Master Data process Creation and modification of Vendors records for group and non-group companies Creation and modification of Customer records for group and non-group companies Should be aware of the entire P2P process. SAP Knowledge is a must. Good knowledge of accounting concepts Effective communication skill both written and verbal Should be open for any shift Interact with internal and external people to resolve queries we'll aware of the controls related to master data process Support the team lead/Supervisor in publishing daily reports Must To have Skills : Experience in working with Excel, Access and Power Point are required Strong problem solving skills, accounting knowledge, documentation skills, research and resolution skills, data analysis and multi-tasking skills Solid knowledge about data validation, presentation and interpretation Fast learner ie able to learn the basic accounting flow in the different systems used and transform data into usable information. Detail oriented, professional attitude, reliable Team work attitude and service minded Must be we'll organized and a self-starter Good IT skills/technical expertise Commitment, self-reliance and accuracy Possess strong organizational and time management skills Ability to contribute various lean ideas, process improvement initiatives to drive efficiency in process.

Invoice processing, Vendor reconciliation, Coding Approval, ICT reconciliation, month close activities, Discrepancy handling Ability to work independently and with a team in a fast-paced and high volume environment with emphasis on accuracy and timeliness Analysing and resolving the blocked, pending invoices. Interacting with the client/internal people query and resolve it. Preparing Report on daily basis like daily report and taking responsibility for other activity- Updating daily operational dash board, Daily team target file. Must To have Skills : At least 3-5 years of experience in accounts payable process. Possess strong organizational and time management skills Effective communication skill both written and verbal Should be open for any shifts Must be we'll organized and a self-starter Must be able to follow standard filing procedures Detail oriented, professional attitude, reliable SAP Knowledge is must. Work Mode- Work From Office- all 5 days

Invoice processing, Vendor reconciliation, Coding Approval, ICT reconciliation, month close activities, Discrepancy handling Ability to work independently and with a team in a fast-paced and high volume environment with emphasis on accuracy and timeliness Analysing and resolving the blocked, pending invoices. Interacting with the client/internal people query and resolve it. Preparing Report on daily basis like daily report and taking responsibility for other activity- Updating daily operational dash board, Daily team target file. Must To have Skills : At least 3-5 years of experience in accounts payable process. Possess strong organizational and time management skills Effective communication skill both written and verbal Should be open for any shifts Must be we'll organized and a self-starter Must be able to follow standard filing procedures Detail oriented, professional attitude, reliable SAP Knowledge is must. Work Mode- Work From Office- all 5 days

Invoice processing, Vendor reconciliation, Coding Approval, ICT reconciliation, month close activities, Discrepancy handling Ability to work independently and with a team in a fast-paced and high volume environment with emphasis on accuracy and timeliness Analysing and resolving the blocked, pending invoices. Interacting with the client/internal people query and resolve it. Preparing Report on daily basis like daily report and taking responsibility for other activity- Updating daily operational dash board, Daily team target file. Must To have Skills : At least 3-5 years of experience in accounts payable process. Possess strong organizational and time management skills Effective communication skill both written and verbal Should be open for any shifts Must be we'll organized and a self-starter Must be able to follow standard filing procedures Detail oriented, professional attitude, reliable SAP Knowledge is must.

View all listings Category Head- Noida APPLY NOW Noida Job description Job Title: Category Head Location: Noida, Sec-142. Experience: 12-16 years Job Description: As the Category Head, you will play a pivotal role in shaping the success of our organization. Your strategic mindset, leadership skills, and deep understanding of category management will be instrumental in driving business growth. Here are the key responsibilities associated with this role: 1. Category Strategy and Execution: Develop and implement comprehensive category strategies aligned with overall business objectives. Execute strategic initiatives to enhance the overall performance and market presence of the assigned category. Monitor and analyze key performance indicators to ensure the success of implemented strategies. 2. Product Lifecycle Management: Oversee the entire product lifecycle, from selection and development to retirement. Collaborate with product development teams to introduce new and innovative products. Regularly assess product performance and make data-driven decisions to optimize the assortment. 3. Financial Planning and Analysis: Develop and manage the category budget, ensuring cost-effectiveness and profitability. Conduct regular financial analyses to identify areas for cost optimization and revenue enhancement. Implement pricing strategies and promotional activities to achieve financial targets. 4. Team Leadership and Development: Lead, mentor, and develop a high-performing category team. Foster a collaborative and innovative work environment. Conduct regular team meetings, set performance expectations, and provide constructive feedback. 5. Marketing and Promotions: Collaborate with the marketing team to develop and execute effective promotional campaigns. Implement marketing strategies to increase category awareness and drive sales. Analyze marketing campaign performance and adjust strategies as needed. 6. Coordination with Channel/Internal sales force: Implement effective marketing strategy with the available sales force and gradually increase it. Push the assigned category and get the results from the available resources. Qualifications: Bachelors degree in Marketing , Communication , or a related field. Proven experience in category management, with a focus on strategic planning. Strong negotiation skills and vendor management experience. Analytical mindset with the ability to interpret complex data. Excellent leadership and team management capabilities. Effective communication and interpersonal skills.