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27 jobs found for Financial Planning Consultant Surat

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  • and applying various channels using direct sales to indirect sales. Manage client relationship through all phases of the sales cycle Provide a consultative solutions sales process to prospects Responsible for tracking customer information, forecasts and reports Develop and maintain prospect and customer list Excellent communication skills; Self starter and initiative skill Positive, confident and ...

  • corrective actions if necessary. Prepare annual budget and forecasts aligned to strategic plan in accordance with the guidelines. Should be able to take care of the total financial systems of the organization, project finance, taxation, insurance, budgetary controls, and secretarial, corporate and legal

  • 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 ...

  • 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 ...

  • through product and application recommendations. Continuously focus on sales growth execution and sales target achievement. Consult with Corporate Account Managers to ensure account management support delivered in respective accounts. Extensively focus on topline. Monthly stock requirement forecasting

  • Job Profile: Job Position: Chartered Accountant Minimum Experience:- 1 – 2 years Responsibilities:- • Liaising with internal and external auditors and dealing with any financial irregularities as they arise; • Producing reports and recommendations following internal audits or public-sector Should complete his CA - Final examination, and must have articleship training ...

  • Manage complete range of sales of beauty care/ health care products. Create distribution strategy & deploy blue print for respective geography Grow channels and to achieve width in distribution sale of beauty care products. Set/ monitor team target. 3-5+ year experience in building distribution/ Channel Sales for cosmetic/ beauty care product sale. Ability to conceptualize, plan, develop/ implement distribution ...

  • Job Profile: Achievement of monthly, quarterly & yearly business plans. Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Maintain agent pro activity as per business plan. Qualification: Minimum Graduate/MBA ...

  • -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

  • 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 ...

  • Weaving Planning and follow-up for feeding for Processing Dept Monitoring of Order Status & communication and Information flow to mktg to achieve on timely delivery & better information flow to end customer Weaving Planning & follow-up for feeding

  • the marketing strategies to build customer preference and drive volumes. Classify the periodic sales plan and ensuring achievement of monthly sales numbers. Generating and expanding new customer base for sales growth ...

  • the marketing strategies to build customer preference and drive volumes. Classify the periodic sales plan and ensuring achievement of monthly sales numbers. Generating and expanding new customer base for sales growth ...

  • compensation actions; enforcing policies and procedures. Achieves area sales operational objectives by contributing area sales information and recommendations to strategic plans and reviews; preparing and completing action plans; implementing production, productivity, quality, and customer-service standards ...

  • Compliance of collection policy and process Legal Action plan and Execution of the tools Achieving monthly targets

  • Compliance of collection policy and process Legal Action plan and Execution of the tools Achieving monthly targets

  • action plans and to do follow-ups for closing the orders. 4. Coordinating with vendors for movement of inventory, invoice / memo follow-up and following up with accounts for making payment. Educational Qualification: 1. Graduate & above

  • and other parts of the country. Planning activities and making timely reports as agreed with the TSM/ASM/RSM. Regular market feedback and suggestion for changes / improvements to the TSM/ASM/RSM. Giving regular feed back on competitors activities in the area to the management. Candidate should have good knowledge of Project sales Should be handling Project sales Candidates from Building Materials ...

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