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19 jobs found for Financial Planner Surat

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  • Management, Portfolio Management and Business Analytics, Good knowledge of financial products. Surat, Surat

  • per new Sales Officer in teamCalls of HNIs, Margin & BrokerageKYC Objection clearanceTracking appointments & pipeline leads of the Team Surat, Surat

  • Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure that they are serviced well. Ensure that customer trades actively after opening the trading account ...

  • Candidate Must have Good communication skills & Typing speed Minimum 40 W.P.M. Flexible to work in continuous night shift. Separate night shift allowances will be provided Willing to sign 1 year bond with the company No unexplained gaps KEY SKILLS 1 GOOD TYPING SPEED KEY SKILLS 2 EXCELLENT COMMUNICATION KEY SKILLS 3 Knowledge of Debt or bankruptcy No unexplained gaps or gaps without any valid proof ...

  • matters. Coordinating with Management & Business Heads to ensure synergies for maximizing efficiency of funds. Heading Financial Controlling, MIS, Budgeting and Statutory Compliance. Should have Experience on SAP

  • *Monitor and analyse accounting data and produce financial reports or statements. *Improve systems and procedures and initiate corrective actions. *Assign projects and direct staff to ensure compliance and accuracy. *Meet financial accounting objectives. *Candidate must have knowledge & experience

  • Banking and Financial Institutional liaisoning Statutory compliance Balance sheet finalization Tax Planning Costing and MIS Legal compliance Budgeting Taxation-Direct & Indirect Income Tax /TDS Project Financing Fund Management Credit Control & Mgmt Sr. professional with work experience from Textile manufacturing firm Candidate should be well versed with SAP Should be C.A. and C.S. preferably ...

  • * Should possess high integrity (Cash handling / processing salaries / vendor payments / following the processes etc) * Ethical in all transactions * Liaise with "Multiple stakeholders" - Principal, Trustee & Official from Pearson Corporate Office. * Preparation of day-to-day income expenditure Statement (excel report) sent to head office * Reconciliations of Bank Statement * Petty Cash Maintenance * Preparation of monthly ...

  • Work in the designated geographic area and convert eligible schools into prospects for loan generation. Act as a first point contact to the customer for all his document submission requirements both before sanction and disbursement of the loan. Ensure proper end use of funds disbursed as per the project plan submitted by the school owner. Monthly relationship visits to all the schools in the ...

  • of quarterly financial including overseas subsidiaries. Scrutinizing of ledger & monthly provision. Ensuring balance confirmation for various parties. To conclude monthly internal audit by the internal audit team with minimum possible queries. To conclude tax audit of company. To ensure statutory audit

  • Assist senior is process of internal & external audit, preparation of financial reports and other reports as and when required. 7) Assist Senior Manager in Statutory compliance related to direct and indirect taxes viz. TDS, VAT, Service tax etc. Educational Qualification: M. Com, ICWAI Skills: 1) Should have basic knowledge of Stock Exchange. 2) Should be well aware of relevant banking practices. 3) Should have ...

  • financial impact vs benefits out of the incentives scheme. * In additional time, supervise and co-ordinate various management projects and initiatives by being key player from the finance. * Provide inputs during annual budget. Skills required: * 1 year of experience in the area of MIS or data

  • and legislation governing the financial services industry. Provide regular updates to the immediate superior as and when required ...

  • resolving problems; completing audits; identifying trends; determining regional sales system improvements and implementing change. Meets area sales financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures; analysing variances & initiating corrective actions ...

  • and building annual business plans. Distribution and vendor management. Ensuring administrative and financial requirements of the company are met from time to time ...

  • Primary Location: India,Gujarat,Surat Education: Bachelor's Degree Job Function: Credit Travel Time: Yes, 10 % of the Time Job ID: 16035679

  • - Graduates/PG having minimum 4 years of relevant sales experience. - Minimum 2 years of team management experience - Excellent Inter personal and communication skills. - Preferably from Retail, Banking, Insurance & financial services sector ...

  • Reporting To TSM DST or BM as the case may be No. Of Reportees Would be handling : 10 12 Insurance Officers Qualification Graduate/Post-graduate in any discipline Experience Minimum 3 - 4 years experience in Insurance or Financial or Automobile Industry with team handling experience ...

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