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Porur

Peerkankaranai

The Financial Advisor provides professional financial guidance to clients by analyzing their financial needs and offering tailored solutions in investments, insurance, retirement planning, and wealth management. The goal is to help clients achieve their financial objectives while building lasting relationships and ensuring regulatory compliance.
Key Responsibilities:Client Engagement & Relationship ManagementIdentify and engage prospective clients through networking, referrals, and cold calling.
Build and maintain long-term relationships with clients through regular reviews and communication.
Understand clients’ financial goals, risk tolerance, income, expenses, and assets to develop personalized financial plans.
Financial Planning & AdvisoryOffer sound advice on investments, insurance, retirement planning, estate planning, and tax strategies.
Recommend suitable financial products and services (e.g., mutual funds, life insurance, savings plans, pension schemes).
Create detailed financial plans using industry tools and software.
Sales & Business DevelopmentMeet or exceed sales targets and business development goals.
Conduct presentations, seminars, or webinars to promote financial literacy and services.
Keep up with product offerings, market trends, and competitor activities.
Compliance & DocumentationEnsure compliance with financial regulations, ethical standards, and internal policies.
Accurately document all client interactions, transactions, and recommendations.
Stay updated on changes in financial laws and regulations.
Ongoing Service & SupportReview and adjust financial plans based on life changes, market conditions, or updated goals.
Provide excellent customer service and resolve client queries or concerns in a timely manner.
Monitor portfolio performance and provide periodic updates to clients.
Qualifications & Experience:Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s degree or MBA is a plus).
Certification in financial planning (e.g., CFP, CFA, or equivalent) is preferred.
Minimum of 2–5 years of experience in financial advisory, banking, or investment services.
Key Skills:Strong interpersonal and communication skills
Analytical thinking and financial acumen
Sales and negotiation skills
Integrity and trustworthiness
Knowledge of financial products and regulations
Proficiency in MS Office and financial planning software
Working Conditions:May require travel to meet clients.
Often involves working under pressure to meet sales targets.
Flexible hours may be required, including evenings or weekends, to accommodate client schedules.




Kotak Life Insurance

Financial Advisor

Rashtrapati Bhavan

Park View Residency Gurgaon

Job Title: MIS Expert (Advanced Excel)

Job Summary:

We are looking for a detail-oriented and analytical MIS Expert with Advanced Excel skills to manage, analyze, and present business data effectively. The role involves creating and maintaining reports, dashboards, and trackers to support decision-making and ensure process efficiency.



Key Responsibilities:

Develop, maintain, and automate MIS reports using Advanced Excel functions.

Create dashboards, pivot tables, charts, and data visualization reports.

Collect, validate, and analyze large data sets from multiple sources.

Prepare daily, weekly, and monthly reports for management review.

Ensure accuracy, consistency, and timeliness of data reporting.

Perform root-cause analysis and generate insights to support business strategy.

Coordinate with different departments (Sales, Finance, Operations, HR, etc.) for data requirements.

Design Excel-based tools/templates for process tracking and automation.

Troubleshoot reporting issues and recommend process improvements.


Key Skills Required:

Proficiency in Advanced Excel (VLOOKUP, HLOOKUP, INDEX, MATCH, Pivot Tables, Conditional Formatting, Power Query, Macros, etc.).

Knowledge of data analysis and reporting techniques.

Strong analytical and problem-solving skills.

Accuracy and attention to detail.

Ability to handle and interpret large sets of data.

Strong communication and presentation skills.

Knowledge of SQL, Power BI, or other BI tools (preferred but not mandatory).



Qualifications & Experience:

Graduate/Postgraduate in Commerce, Business Administration, IT, or related field.

Minimum 2–5 years of experience in MIS/Reporting/Analytics.

Prior experience in handling business data and reporting in Excel is a must.


Paycel India

MIS Expert

Subramanya Nagar

Netakallappa Circle

Srd Ventures

Billing Assistant

I.I.T.Main Gate

Navarang Hotel (Kharghar)

Vpran Enterprises

Accountant

Wilson Garden Police Station

Responsibilities:

Manage accounts payable and accounts receivable functions, including invoice processing, payment collection, and vendor communication.
Prepare and maintain accurate financial records, including ledgers, journals, and financial statements.
Conduct regular reconciliations of bank statements, accounts, and other financial documents.
Assist in month-end and year-end closing processes, including preparation of financial reports and analysis.
Collaborate with internal teams to provide financial support and analysis for decision-making.
Stay updated on relevant accounting standards, regulations, and best practices to ensure compliance.



M/S. Bake N Bloom

Accountant/ Accounts Executive

College Square

Topsia


Job Responsibilities:
✅ Maintain daily accounts, ledgers, and financial records.
✅ Handle GST, TDS, and tax filing compliance.
✅ Process invoices, payments, and bank reconciliations.
✅ Prepare financial statements and reports.
✅ Assist in budgeting, auditing, and expense management.
✅ Coordinate with banks and financial institutions when required.
✅ Ensure compliance with accounting standards and company policies.


Arzaan Trade International

Kailash Industrial Estate

We are looking for a detail-oriented and efficient Tally Operator to manage day-to-day accounting activities in Tally ERP. The ideal candidate should have hands-on experience in Tally software, basic accounting principles, and the ability to maintain accurate financial records.
Manage daily accounting entries in Tally ERP (sales, purchase, receipts, payments, journal entries).
Handle accounts payable and receivable.
Maintain and reconcile bank statements.
Prepare GST, TDS and other tax-related entries & reports.
Generate invoices, credit notes, and debit notes.
Maintain stock, ledger, and financial records.
Assist in preparation of monthly, quarterly, and yearly financial reports.
Support auditors during internal and external audits.
Requirements
Ensure data backup and proper filing of accounts-related documents.
Proven experience as a Tally Operator / Accountant.
Strong knowledge of Tally ERP (latest version).
Basic understanding of accounting principles and Indian taxation (GST/TDS).
Proficiency in MS Office (Excel, Word, Outlook).
Attention to detail and accuracy in work.
Good communication and organizational skills.
Qualification: B.Com / M.Com / Diploma in Accounting or related field.


RN Cabs

Tally Operator

Nehru Nagar II

Job Description : We are looking for a detail-oriented and experienced Accounts Executive to join our finance team. The ideal candidate will be responsible for managing financial operations, ensuring compliance, and supporting audit and reporting processes.
Key Responsibilities:
Maintain accurate and up-to-date financial records.
Prepare tax filings and ensure compliance with statutory and legal regulations.
Analyze financial data to support strategic decision-making.
Provide guidance on tax planning and optimization.
Assist senior accountants with internal audits and financial reviews.
Apply sound knowledge of accounting principles and standards.
Manage and maintain accounting records specific to e-commerce operations.
Perform bank and branch reconciliations.
Prepare stock statements and reports required by banking institutions.
Skills Required: Proficiency in Tally (including TDLs & TCP files).
Strong working knowledge of TDS and GST regulations and filings.
Experience with E-Way Bills and E-Invoicing procedures.
Advanced skills in Microsoft Excel (including formulas, pivot tables, and data analysis).
Good verbal and written communication skills for effective coordination across departments.




SND Digital

Account Executive (Accounting)

Coles Park

Santosh Pharma

Accountant Cum Office Assistant

Jawahar Nagar

Primary Responsibilities Check and Enter all the Financial Transaction in our Accounting Software (ZohoBooks and Tally) Reconciling bank statements and ensuring accuracy of financial records Reconciliation of 26AS & GSTR2A Send Weekly Payments Reports to Clients Process Employee Salaries Prepaid Monthly tax reports which can be shared with our CA for filing GST Returns Maintain Petty Cash Education / Skills Should be Graduate from Any Stream Should have excellent working knowledge of MS Excel & Tally Prime Should have at least 2 years of working experience in accounting


TWGE Solutions

Accountant / Accounts Executive

Lake Gardens

Tosniwal and Associates is a reputed firm of Chartered Accountants offering professional services in the areas of taxation, audit, finance, compliance, and advisory. We are committed to delivering accurate, timely, and value-added financial solutions to clients across diverse industries.
Key Responsibilities:Handle day-to-day accounting activities for clients across various sectors.
Finalization of accounts and preparation of financial statements in compliance with applicable standards.
Prepare and review GST returns, TDS returns, and coordinate tax payments and reconciliations.
Manage statutory, internal, and tax audits independently, including coordination with clients and auditors.
Ensure timely and accurate monthly/quarterly/yearly closing and reporting.
Review and guide junior team members on accounting entries, reconciliations, and client queries.
Maintain and reconcile general ledger accounts, bank statements, and cash flow projections.
Liaise with clients for documentation, clarifications, and ensure service delivery in a professional manner.
Assist in the preparation of income tax returns and supporting schedules.
Stay updated on changes in tax laws, accounting standards, and regulatory guidelines.
Key Skills and Competencies:Strong knowledge of accounting standards, Income Tax, TDS, and GST.
Experience with accounting software like Tally Prime, Zoho Books, Busy, or similar.
Familiarity with MCA, ROC, and tax portal compliance.
Proficient in MS Excel and other Office tools.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to manage multiple clients and deadlines efficiently.
Qualifications:B.Com / M.Com / CA Inter / CMA Inter / MBA (Finance)
Minimum 3 years of relevant experience in accounting or CA firm environment.
Perks and Benefits:Exposure to diverse clients and industries
Learning and professional growth opportunities
Supportive team culture
Performance-based incentives



Tosniwal & Associates

Senior Accountant

Santoshi Mata Chowk

Atlas Company

Tpipay Fintech Private Limited

Rajajipuram

Amausi

We require a billing officer for one of the leading and fastest growing Pharmaceutical Company Novak Biosciences Pvt Ltd. And for Arushnova Pharmaceuticals Pvt Ltd.


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