Job title: Accounts Executive. Location: Surat Roles & Responsibility: Managing day-to-day financial transactions, including processing invoices, payments, and journal entries. Maintaining accurate financial records, ledgers, and accounts using Tally software. . Preparing financial statements, reports, and reconciliations. Ensuring compliance with accounting standards, tax regulations (GST, TDS), and company policies . Reconciling bank statements, accounts payable, and accounts receivable . Ensure that all clients contact information is up to date. Create invoices using our online invoicing system. Discover unpaid invoices by analyzing financial data. Invoice, credit, bill, and order statements should be gathered and sorted. Software:- Tally prime Qualification: Bachelors and Master s degree. Experience: 2+ years of experience as an Accountant. Required skills: Strong knowledge and experience in using Tally for accounting and financial management. . A solid understanding of accounting principles, practices, and financial regulations. Ability to manage multiple tasks, prioritize effectively, and maintain accurate records.
Job Description: Role & responsibilities Develop, implement, and manage the companys Regulatory compliance requirements. Monitor and analyze trading activities for any irregularities or compliance. Conduct regular audits and risk assessments. Implementation of all regulatory changes Provide compliance training and support to employees. Stay updated with regulatory changes and ensure company policies are updated accordingly. Prepare and submit compliance reports to regulatory bodies. Collaborate with internal and external stakeholders to address compliance issues. Ensuring SEBI compliances for Broking, Research Analyst, PMS, Depository Participant. Co-ordinate with Exchanges, Depositories, SEBI for various inspections and responding to queries. Co-ordinate with Internal auditors, system auditors and various other audits. Liasoning with product and sales team for getting empaneled with various fund houses, AMCs and AIFs for distribution of third party financial products Qualifications: Education: CS/CA/LLB/MBA or candidates with compliance experience Additional certifications such as NISM Series IIIA (Compliance Officer Module) or NISM Series VII (Securities Operations & Risk Management) are desirable. Experience: 3-5 years of relevant experience in compliance within Institutional Equities or a broking/investment firm. Experience dealing with SEBI, NSE, BSE, and understanding of institutional investor categories (FPIs, Mutual Funds, AIFs, and PMS). Skills & Competencies: Strong knowledge of SEBI regulations, equity market structure, and institutional trading norms. Sound skill of drafting regulatory correspondence and other documents of business, compliances etc. Excellent communication skills ability to interact effectively with trading desks, senior management, and regulators. Proficiency in Excel, Word, and exposure to trading and surveillance systems. Job Application Form Full Name Email Address Phone Number City LinkedIn Profile (Optional) Upload Resume Upload Resume Note: You can upload files up to a maximum size of 5 MB.
Careers & Job Opportunities in India - Arham Wealth Are You Passionate About Finance? More Than Work It s a Culture Whether it s a strategy meet or a celebration, we believe in growing together inside and outside the boardroom. Fund Manager Majura Gate, Surat, Gujarat Mutual Fund Sales Manager PMS Sales Head Branch Manager 5 - 8 years Relationship Manager 1 - 3 Years Register on SCORES portal Mandatory details for filing complaints on SCORES: Mobile Number Email ID Effective communication Speedy redressal of the grievances For Filling of Complaints please visit SCORE website:
Arhamwealth - Online Stock Trading and Investing Platform for India | Fast & Secure Paperless KYC | Arham Wealth Management pvt. ltd. Majura Gate, Surat, Gujarat 1 - 5 Years No. of Vacancy We are looking for a Portfolio Management Services (PMS) Sales Head who will be responsible for acquiring and managing high-net-worth clients, marketing PMS offerings, and driving the growth of assets under management (AUM). The role requires excellent client relationship skills, deep knowledge of investment products, and the ability to communicate the value of PMS solutions to prospective clients. Key responsibilities: Identify and develop new business opportunities by acquiring high-net-worth individuals (HNIs), family offices, and institutional clients interested in PMS offerings. Utilize personal networks, industry contacts, referrals, and lead generate on techniques to secure prospective clients. Attend industry events, conferences, and networking forums to promote PMS services and build a client pipeline. Develop and execute strategic sales plans to meet individual and team sales targets. Identify market segments and client demographics most likely to benefit from PMS offerings. Maintain and enhance long-term relationships with clients to generate repeat business and referrals. Provide ongoing service and support to ensure client satisfaction, addressing any concerns or questions about portfolio performance and market changes. Keep clients updated on portfolio performance, market developments, and any strategic changes recommended by the PMS team. Develop customized sales pitches that communicate the value of PMS offerings based on the financial goals and risk profiles of potential clients. Work closely with the portfolio management team to understand the investment strategies and performance of various portfolios. Required Education, Skill Set & Knowledge: Graduate / Post graduate Experience in direct selling of PMS Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills Job Application Form LinkedIn Profile (Optional) Note: You can upload files up to a maximum size of 5 MB. Register on SCORES portal Mandatory details for filing complaints on SCORES: Speedy redressal of the grievances For Filling of Complaints please visit SCORE website:
Arhamwealth - Online Stock Trading and Investing Platform for India | Fast & Secure Paperless KYC | Arham Wealth Management pvt. ltd. Full-Time Majura Gate, Surat, Gujarat 2 - 3 Years No. of Vacancy Customer Support Roles & Responsibility: Responsible for ensuring that all customers inquiries are handled on timely manner. Directly deals with customers face-to-face, or by telephone, handle follow up calls /escalations hard calls when required. Candidates should handle stocks related queries on Calls, Chat and Email. Handle clerical duties which includes courier work, filling up paperwork, doing checks on credit references as well as liaising with other departments. Provide back-up support to other group members in the performance of job duties as required. Qualification: Bachelor s or Master degree in any field. Experience: 2 to 3 years of experience in Securities Broking Firm/ Stock Trading Firm. Required skills: Good Communication and Convincing Skill Languages known - English, Hindi, Gujarati Candidate must have a basic knowledge of computer, MS Office, outlook etc. Salary Budget : As per industry standard Job Application Form Full Name Email Address Phone Number LinkedIn Profile (Optional) Upload Resume Note: You can upload files up to a maximum size of 5 MB. Submit Application Register on SCORES portal Mandatory details for filing complaints on SCORES: Mobile Number Email ID Effective communication Speedy redressal of the grievances For Filling of Complaints please visit SCORE website: