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20 jobs found for Financial Planning Officer 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

  • 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 analyze market trends, studying competitors product and services strategy, executing marketing strategies and Plans are the major job responsibilities for this position. Managing the team, Good Credit Management, Develop the trade network Ensure Proper dispatch to the network and customers. Coordinating

  • 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

  • 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

  • Assist MD in business activities Attend meetings and take minutes of meeting Plan travel and hotel arrangements Schedule appointments Reply mails and phone calls Make presentations for meeting Take dictations

  • · 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 ...

  • 1. Candidate has to establish & maintain good customer relationship, develop schemes and plans to meet the expectations of customers. 2. Plan and Deliver effective sales strategies, work with team members to achieve sales targets. 3. Gather Product Knowledge and Monitor the progress Candidate should be a Graduate / Post Graduate / MBA with minimum 5 years of experience in Banking / Finance SectorShould be ...

  • 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 ...

  • 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 ...

  • 4.Identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning. 5.Introduce new clients to Relationship Manager Dealing for hassle free transactions and services. 6.Maintain records of business on internal software. 7. Develop and maintain

  • 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 ...

  • 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

  • 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 ...

  • cards, 3-in -1 Dmat/Trading Accounts, FES cards. Acquire more customers from the same household Provide best in class services to these customers 3.Wealth Management Do Financial Needs Analysis and Risk Profiling for tagged customers Design a investment portfolio and plan based on ING model

  • basis w.r.t. implementation of processes and improvement plan. Knowledge Requirement - In depth Knowledge of automobile parts / accessories - Basics of Warehousing/ Inventory Management & Finance - Excellent communication skills (both written and spoken) - System knowledge to manage ordering forecasting

  • occasion, getting those approved by senior management and implementing those Skills Required: • Excellent communication skills • Computer proficiency • Attention to detail and accuracy • Planning and organizing • Problem analysis and problem-solving skills • decision-making

  • Graduation or after 12th, three years full time diploma Work Experience Fresher’s or Experienced Location : Ahamedabad,Anand,Baroda,Gandhinagar,Himatnagar ,Rajkot,Surat,Vapi 1. Candidates must be a graduate 2. Age : Between 20-28 3. Gender : Male candidate Documents Required at the time of interview; 1. All mark sheet and certificate (original and Xerox) 2. DL, PAN, ADHAR, BANK A/C PROOF ( original and Xerox) 3. Recent ...

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