Job Role And Responsibilities To ensure more wallet shares to the customers to avoid devaluation of securities To do the entire primary banking from approaching a customer to filling AOF i.e., Account Opening Form and vice versa (Primary bankers have 200 clients) Managing relationships to improve the relationship value of existing customers Ensuring products, the customers according to their requirements Deliverables Maintain and deepen the relationships with the customers Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling, and requirements Ensure compliance as per the bank's requirements Maintain regular contact with clients Skills And Competencies Ability to analyze data Ability to use tools related to wealth products (such as funds and investments, insurance and risk protection, etc) Maintaining external network i.e. to maintain contact with the customers Attitude to service clients by providing them smooth and superior service delivery,
Responsibilities: Meet people and visitors directly to explain the benefits of our digital health card. Answer questions from interested individuals and follow up on leads. Understand customer needs and recommend the right plan. Maintain accurate customer details and updates in the CRM system. Provide helpful support before and after the sale to ensure customer satisfaction Requirements: Good communication and listening skills. Confidence in speaking with customers. Basic computer knowledge and comfort using CRM tools. Experience in sales or customer service is a plus, but not required.
Identify and evaluate reliable vendors and suppliers for construction materials (cement, steel, tiles, plumbing, electricals, etc.). Negotiate rates, delivery timelines, and payment terms to ensure cost-effectiveness. Prepare purchase orders and ensure timely procurement of materials as per project schedules. Coordinate with project/site engineers for daily material requirements. Maintain stock/inventory records and avoid material shortages or overstocking. Ensure quality checks and compliance with specifications. Track market trends and material costs to plan purchases efficiently. Handle documentation like PO, GRN, vendor bills, etc., and coordinate with the accounts team for timely payments. Build and maintain strong supplier relationships. Generate regular MIS reports for material procurement, pricing, and stock movement. Key Skills: Construction Material Procurement Vendor Management Cost Negotiation Inventory & Supply Chain Management Purchase Order & Billing Project Coordination Strong MS Excel / ERP knowledge (e.g., Tally, SAP) Good Communication & Negotiation Skills
Key Responsibilities: Maintain and update accounting records in Tally ERP 9 / Tally Prime. Handle day-to-day accounting operations, including sales, purchases, payments, and receipt entries. Prepare GST invoices and handle GST return filing. Manage TDS calculation, payment, and return filing. Conduct bank reconciliation on a regular basis. Prepare profit & loss statements, balance sheets, and MIS reports. Ensure compliance with accounting principles and company policies. Coordinate with auditors during audits and prepare required documentation. Manage payroll processing through Tally. Required Skills: Proficiency in Tally ERP 9 / Tally Prime. Knowledge of GST, TDS, and other taxation laws. Strong understanding of accounting principles. Hands-on experience with bank reconciliation and voucher entries. Proficient in MS Excel (VLOOKUP, Pivot Tables, etc.). Attention to detail and accuracy.