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24 jobs found for Financial Planning Officer Surat

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

  • scheduled. 5.Checking and replying to E-mails of the Director 6.Ensure that various files/ documents are being sent to the Director well before every meeting scheduled. 7. Handling all paper Work. 8 Preparing Pre Presentations for the Meetings and Deals Scheduling Travel Plans 9 Reporting • Energetic, willingness to learn • Excellent communication skills (written, spoken English). • Well versed with Ms. Word, Power ...

  • and Roll backs Compliance of collection policy and process Legal tool Execution and Police station / Court Visits Skill Sets Required: 1. Local Geography & Language accent 2. Negotiation skills 3. Communication skills 4. Planning Field Visits and updating status 5. Result Orientation 6. Collecting

  • Would Be Directly Reporting To Managing Director Responsible For Handling Profit Centre Responsibilities. Generate Reports For The Effectiveness Of The Marketing And Sales Plan. Working Closely With Managers And Other Colleagues In Achieving Sales Targets. Also Ensuring Best Customer Experience

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

  • Implementations Based On Sales Plans Planning & Execution In Consultation With Leadership Team For Generating Revenues From All Verticals Consistently. Promote All Products In The Market Including Cruise, Packages, Hotels, Travel Insurance Etc. Meet The Defined Targets From Time To Time. Maintain Rapport

  • 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 ...

  • with new employees (mix of demonstration & observing). Give feedback to employee post the joint call about his performance and improvement areas. Ensure new employee participation in training & engagement initiatives e.g. meeting with SBH. Business Planning and Target Achievement Plan & Deliver Teams Revenue

  • 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

  • * 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 ...

  • 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 ...

  • 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 ...

  • 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 ...

  • 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

  • of handling SME and HL accounts and making Action plan of recovery and legal execution skills like Sec 138 warrant execution, Execution filing and notice service, SARFAESI end to end process. Should be well conversant with Excel. Detailed Role Profile: Maintain good inter personal relationship

  • of handling SME and HL accounts and making Action plan of recovery and legal execution skills like Sec 138 warrant execution, Execution filing and notice service, SARFAESI end to end process. Should be well conversant with Excel. Detailed Role Profile: Maintain good inter personal relationship

  • and proactive sales approach. - Provide timely and accurate sales and market information. - Enhance and develop a good working relation with customers and colleagues. - Plan and prioritize personal sales activities and customer contacts towards achieving the agreed business objectives. - Support sales through Good sales record with a minimum experience of 3 years in sales of industrial products. Knowledge ...

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

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