Bhumija Group

Roles and Responsibilities: Only Chartered Accountant can apply Liaise with clients to provide the best solutions as a chartered accountant. Conduct audits, maintain financial management and deal with taxation. File income tax returns, and prepare monthly, quarterly, and yearly reports. Provide sound financial advice to clients, keeping in mind the financial regulatory laws. Ensure proper tax planning, and ethical accounting practices as a certified chartered accountant. Guide and monitor junior chartered accountants and colleagues to achieve the best accounting practices Manage accounts payable, accounts receivable, bank reconciliations, and TDS filings. Prepare financial statements (balance sheet, income statement, cash flow statement) and perform internal audits. Ensure compliance with GST regulations and file returns accordingly. Conduct bookkeeping tasks such as journal entries, ledger posting, and account reconciliations. Provide support in finalizing books of accounts for clients. Required skills and qualifications: Completion of CA (any specialisation) Bachelors degree in any field Proficiency in working with computerised accounting systems Expertise in accounting principles and financial reporting as a chartered accountant Outstanding verbal, written, and interpersonal communication skills. Preferred skills and qualifications: Prior experience in a chartered accountant job role Problem-solving skills with a detail-oriented approach to working

A Chartered Accountant, or CA, uses their accounting expertise to guide their clients financial plans and ensure all tax activities are compliant with provincial and federal regulations.Their duties include planning taxes, auditing accounts, and recommending solutions to accounting issues. Duties and Requirements The duties and responsibilities of a Chartered Accountant are extensive and can cover a wide range of accounting-related issues. Some of the most important tasks they fulfil include: Conducting tax planning and tax oversight for special projects Preparing income tax returns Providing accurate reports on a companys finances to government agencies Reviewing tax forms and make recommendations for adjustments if necessary Resolving any tax-related issues for the business or client Maintaining strong professional relationships with businesses and clients for continued service. CA must have in-depth knowledge of tax laws, including GST and other relevant regulations, to accurately calculate and file taxes for clients. Proficiency in analyzing financial data and converting it into actionable insights is crucial for effective decision-making. Understanding the broader business environment and industry-specific dynamics is important for providing relevant financial advice. Maintaining ethical standards and integrity is paramount for CAs, especially when dealing with sensitive financial information. As CAs progress in their careers, leadership skills become increasingly important for managing teams and providing guidance to clients.

The Loan Executive is responsible for identifying loan customers, assessing their financial needs, and assisting them through the loan application process. This role involves customer interaction, loan processing, document verification, and ensuring compliance with lending policies and regulations. Key Responsibilities: Promote and sell loan products (personal loans, business loans, home loans, etc.) to individual and corporate clients. Meet assigned sales targets and business objectives. Conduct initial assessment of customer eligibility based on creditworthiness and internal policies. Collect and verify documentation including ID proof, income proof, bank statements, etc. Guide customers through the entire loan application and approval process. Maintain accurate records of loan applications, approvals, and rejections. Follow up with customers for EMI payments, renewals, and closures. Coordinate with credit and risk teams for loan sanctioning and disbursement. Maintain strong customer relationships and provide excellent post-sale support. Stay updated with lending regulations, bank/NBFC policies, and competitor products. Qualifications: Bachelors degree in Finance, Business Administration, or a related field. Proven experience (1-3 years) in retail lending or financial sales (preferred). Strong understanding of banking/loan products and services. Good interpersonal and communication skills. Ability to meet sales targets under pressure. Knowledge of basic computer applications and CRM tools. Key Skills: Loan processing & documentation Sales and target orientation Customer relationship management Financial analysis basics Time management and follow-up Team collaboration Compensation: 8000 to 14000 PM