Try another search here
Not your type of job? Try your own search. Ok, got it

Want to receive similar jobs about "Financial Planner Surat" by email?

Alert me

FiltersFilter search results

  • City
    • (26)
    • (3)
    • (2)
    • (2)
    • (2)
    • View more »
    • (2)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
    • (1)
  • State
    • (26)
  • Category
    • (8)
    • (7)
    • (4)
    • (2)
    • (1)
    • View more »
    • (1)
    • (1)
    • (1)
    • (1)
  • Minimum Level of Studies
    • (26)
    • (25)
    • (4)
    • (4)
    • (4)
    • View more »
    • (4)
    • (4)
    • (4)
    • (4)
    • (4)
    • (4)
    • (4)
    • (4)
    • (4)
    • (4)
    • (4)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
    • (2)
  • Working Shift
    • (26)
  • Posting period
    • (5)
    • (13)
    • (17)
    • (23)
    • (26)

26 jobs found for Financial Planner Surat

Sort by:
  • 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 ...

  • 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

  • Manage clients- / projects- receivables and cash collections in light of preset financial KPI - Ensure clients have positive experience by communicating effectively pre and post deal process - Oversee and manage corporate team of sales executives/business development executives to achieve set targets ...

  • regulations, best practices, tools, techniques and performance standards. • Perform and control the full audit cycle including risk management and control management over operations’ effectiveness, financial reliability and compliance with all applicable directives and regulations • Determine internal audit

  • Job Description & Job Specification Designation: HOD of Income Tax Primary Responsibility: • Handling income tax audit process, liaising with external advisors and the tax authorities as appropriate. • Work with external advisors where necessary on income tax audits to provide the information requested to the tax authorities to ensure the best outcome from the audit is achieved, Make audit decisions ...

  • Credit underwriting for individual (unsecured) loans/open market Credit Policy Monitoring & Management (Suggesting & Implementing policy changes) Credit Risk Management for Individual Lending markets Portfolio Management for Graduated Business Lending/Livestock Lending/Open Market Business Team Handling of on field and backend resources Hands on Field Exposure and Shadowing of underwriters Report writing ...

  • *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

  • by preparing and recommending policies and procedures. Guides accounting clerical staff by coordinating activities and answering questions. Maintains financial security by following internal controls. Prepares special financial reports by collecting, analyzing, and summarizing account information and trends ...

  • communication /visits with suppliers to discuss all open issues impacting supplies. Monitoring of monthly production plans & its execution with all CMO location to avoid BO/OOS situation. Participate in Pre S&OP meetings with market planners and Indian suppliers to provide visibility of supply. To organize

  • · Drive the financial planning of the company by analysing its performance and risks. · Retain constant awareness of the company's financial position and act to prevent problems. · Set up and oversee the company's finance IT system. · Set targets for and supervise all accounting · Proven experience as Finance Head or similar role. · In-depth knowledge of corporate finance and accounting principles ...

  • We are looking for a professional, organized, reliable, team player to join General Accounting Organization. Under general supervision, the team member will be responsible for Accruals/ Prepayment/ Deposits/ Amortization/ Balance Sheet Reconciliation only CA completed. Have good technical accounting knowledge. Ability to keep track of details and work within deadlines Ability to organize and maintain ...

  • Implementation of IEP according to timelines Ensure maintenance of files and timely updates. Set up meeting with parents with clear agenda (sharing of goals, request for facilitator) Strategic planning of Long term goals of students Ensure availability of Planners (Point of content and Templates Qualification: M.A. in Clinical / Counseling Psychology Any course relevant to Special Ed Experience: Hard -core ...

  • norms effectively. 7. Branch Manager provides advisory services to corporate & HNI on funds management, along with maintaining relationship with Key Accounts. Industry: Banking / Financial Services Functional Area: Sales / Retail / Business Development Role Category: Retail Sales Role: Branch Manager

  • understanding of financial products and presentation of those to customers. Excellent customer relationship management. Excellent oral and written communication skills with clarity of thought, speech and expression. Excellent interpersonal skills. Good Analytical Skills ...

  • of new and existing financial products. 4. Branch Manager should have the ability to delegate supervision of day-to-day operations to staff at branch offices. 5. He should ensure that the financials of the branch are under control and the branch adheres to Know Your Customer (KYC) and Anti-Money Laundering (AML) Candidate should be a Graduate / Post Graduate / MBA with minimum 5 years of experience in Banking ...

  • The role of a Relationship Manager is one of the most important roles in the organization. From acquiring a customer to maintaining a healthy relationship, the RM will be responsible for all aspects of client relationship. The selected RM will get the opportunity to work with schools and shall play a major role in understanding the loan requirements of the school, recommend a suitable solution, walk ...

  • 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 ...

  • conditions wrt general economic activity and adverse trends, if any in the industry. Recommend / decide on loan proposals basis Detailed customer, Financial and collateral analysis Continuously upgrade Legal and Technical Understanding of properties Vendor Performance Monitoring & Training Monitoring Post

Want to receive similar jobs about "Financial Planner Surat" by email?

Alert me
Go to Top