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43 jobs found for Financial Planning Consultant Surat

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  • 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

  • Marketing and promoting a portfolio of products by writing and designing sales literature and through attending industry events; and applying various channels using direct sales to indirect sales. Manage client relationship through all phases of the sales cycle Provide a consultative solutions Excellent communication skills; Self starter and initiative skill Positive, confident and determined approach ...

  • relating to tax applications & refunds. • Assisting the Partners & Directors of firms & companies with tax planning issues as required for their individual cases. • Assist the clients in estimating and monitoring annual cash taxes. External • Going to Income Tax department for various Cases and Scrutiny

  • staff. · Ensure adherence to financial laws and guidelines. · Proven experience as Finance Head or similar role. · In-depth knowledge of corporate finance and accounting principles, laws and best practices. · Concrete knowledge of financial analysis and forecasting. · Proficient in the use of MS Office and financial management software (e.g. Tally, ERP) · An analytical mind with a strategic ability.  ...

  • Strategic planning for project, program & portfolio management. Evaluation Criteria Internal: • Evaluation done by HOD and Director of Company. External: • Evaluation from clients. Education Qualification: • MBA (Finance), CA or Inter CA Work Experience: • 0 to 3 years Project/ Seminars/ workshop

  • 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 ...

  • scope and develop annual plans • Obtain, analyse and evaluate accounting documentation, previous reports, data, flowcharts etc • Prepare and present reports that reflect audit’s results and document process • Act as an objective source of independent advice to ensure validity, legality and goal

  • 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

  • the project plan submitted by the school owner. Monthly relationship visits to all the schools in the portfolio. Work closely with the school owners by regularly visiting them and understanding the dynamics of each school in the portfolio. Develop good rapport with the school owner. Generate prospects 2+ years of sales/relationship experience at the same location in financial services (Home Loan ...

  • 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 portfolio. Work closely with the school owners by regularly visiting them 2+ years of sales/relationship experience at the same location in financial services (Home Loan ...

  • Demo Marketing - Surat. Skills Demo Marketing, Techno Marketing, Strategic Plan, Planning, Business Development, Sales & Marketing. Qualification : Any graduate & Post Graduate. Location Surat Salary 1 to 3 CTC

  • 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 ...

  • 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 ...

  • TO PLAN, LEAD & EXECUTE STRATEGIES TO ACHIEVE SALES PLANS.FORMULATE, REVIEW & ESTABLISH A CUSTOMER& PRODUCT WISE MONTHLY QUARTERLY & YEARLY SALES PLANS.DEVELOP SHORT TERM SALES,MARKETING & BUSINESS DEVELOPMENT PLANS. MONITOR, CHECK COMPLAINTS ...

  • *Taking responsibility for the business performance of the restaurant. *Analyzing and planning restaurant & Bar sales levels and profitability. *Preparing reports at the end of the shift/week *Planning and coordinating menus

  • Required Production Manager in textile company. Chasing styles loading for Production lines Making internal line plan as per productivity of lines, styles we have to load Style review & planning before bulk production Minimize coasting

  • - Making Material procurement plans in coordination with projects and Head of Department - Drafting of RFQs - Sorting out quotations - Preparing comparative statements of material - Drafting and review of purchase / work order terms ...

  • -Plan, organize, lead & control total bodyshop operation -Establish the facilities requirement, Manpower requirement - Maintain service & parts coordination trough regular meeting with parts manager -Ability to forecast business and budget for the bodyshop department. -Ability to analyze data and take corrective action where required. -Understand the DMS

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