Finance Executive

Primary Objective Support the branch’s financial operations by ensuring accurate financial record-keeping, assisting with reporting, processing transactions, and helping maintain compliance with internal controls and company policies.

• 📌 Key Responsibilities🧾 Financial Record Keeping Maintain and update daily financial records, including cash books, ledgers, and transaction logs.
• Record income, expenses, and other financial transactions accurately.
• Ensure all financial data is up to date and correctly filed.
• 📊 Reporting & Analysis Prepare basic financial reports (e.g., daily/monthly summaries) for branch management.
• Assist in generating reports needed for audits or internal reviews.
• Help analyze financial entries to highlight discrepancies or trends.
• 💳 Transaction Processing Process receipts, payments, and reimbursements as per company policy.
• Support accounts payable/receivable functions at the branch level.
• Reconcile branch books with bank statements and internal records.
• 📅 Budget Support Assist in tracking branch expenses against budgets.
• Support forecasting and financial planning tasks as directed by managers.
• 📁 Compliance & Controls Ensure financial transactions follow company standards and guidelines.
• Help with documentation for audits or regulatory compliance tests.
• Support internal controls for handling cash and financial documents safely.
• 📞 Coordination Liaise with internal departments (e.g., admin, sales, customer service) to gather financial data.
• Respond to basic financial queries from staff and assist in resolving discrepancies.

📌 Skills & Qualifications✔ Education

• Minimum: 12th pass / diploma or certificate in commerce/finance (some roles prefer a graduate degree).

✔ Skills

• Basic accounting and bookkeeping understanding.
• Proficiency with MS Excel and data entry.
• Attention to detail and accuracy in financial work.
• Good communication for coordination with internal teams.
• 📌 Experience Fresher or entry-level with basic finance/accounting experience is typically acceptable.
• 📌 Reporting Reports to the Branch Manager, Finance Manager, or Senior Finance Executive depending on branch setup.
• 📌 Work Conditions On-site role in the branch office with standard business hours.
• May involve handling confidential financial information.

📌 Skills That Help You Excel✅ Strong numerical and analytical skills

✅ Organized and systematic approach to tasks

✅ Basic understanding of IRDA / insurance finance policies (helpful but not always mandatory)

🛠 In Summary A Finance Executive at PNB MetLife’s Dunlop branch helps manage day-to-day financial activities, ensuring accurate financial records, assisting in reporting, and supporting budgeting and compliance. The role acts as a backbone for branch finance operations and works closely with management to enable sound financial functioning.