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2.0 - 7.0 years
3 - 7 Lacs
Mumbai
Work from Office
Position Title Analytics and Dashboard (Will align with Channel Team for Role) Department Business Banking Asset – Working Capital Location Mumbai Reporting Relationship Product Manager (Analytics and Dashboards) Position Grade M4 Purpose of the Position To interact with the available data and furnish meaningful insights, dashboards, MIS, etc., Roles and Responsibility Design – Develop – Maintain Dashboards with incorporation of inputs received from stakeholders Conduct Data Analysis, share trends and insights on various activities to stakeholders with periodic reviews. Communicating insights to stakeholders – take inputs – validate the inferences – prepare action plans. Prepare MIS regularly with required cuts and publishing it. Prepare presentations for management reviews. Maintain periodic reports, dumps, data analysis, identifying anomalies - breaches on TAT / Process, etc., Furnish non-adherence reports, adherence gap reports and action pending dashboards Display responsibility in handling anomalies and fixing them Take ownership in additional activities to contribute on team performance. Handle the queries on various items with front end and other stakeholders. Required Qualifications and Experience Education: Post-Graduation with MBA Experience : 2+ years of experience in Finance domain; preferably from Banking domain. Knowledge & Skills: System Skills: Good working knowledge of spread sheets including preparation of dashboards; Prepare presentation and charts; maintain trackers. Continuous Improvementself-initiations, open for feedbacks and keenness to learn and improve. Knowledge AcquisitionKeen to learn and keep updated of various actions and activities of the Business. TeamworkOpenly participate and contribute in team discussions, shares information and maintain cordial relationship with stakeholders. Practice clear and diplomatic communication; follows goal oriented approach. Autonomy & InfluenceExhibit ownership on the activities of self and the team. Demonstrates self-driven behaviour, punctuality and having accountability towards the functional role by meeting agreed action plans in defined timelines; Good Oral and Written communication skills, intermediate excel skills Good Analytic skills to make impactful interpretations and chalk-out action plans.
Posted -1 days ago
7.0 - 12.0 years
4 - 8 Lacs
Gurugram
Work from Office
Allocate, Drive, monitor and review field force towards achieving budgeted numbers. Coordinates with accounts, legal and operations for related functional support. Will be responsible to achieve monthly and yearly Roll forward and loss provisioning targets. Will be responsible to handle a team of 9 + on role employees and field collection agencies through the team. Ensuring employee/agency quality while recruitment and leveraging productivity. Take ownership of High Value accounts ensure seamless collection. Job : Graduate/ MBA Tactful and Persuasive Experience in retail collections preferably credit cards at least of 7 years Over experience required is of more than 10 years
Posted -1 days ago
4.0 - 9.0 years
5 - 8 Lacs
Mumbai
Work from Office
Product Manager – SCF Department Supply Chain Finance (SCF) Location Mumbai Reporting Relationship Reporting to Product Head – SCF Position Grade M4 Job Role On boarding new partners for Vendor Finance and Dealer Finance Business Making program for Anchors Managing existing partners for Vendor Finance and Dealer Finance Business To build relationships with key persons (CFOs/ promoters) in the target Partners Focus to continually increase the Book size, ENR and profitability Resolving/Addressing Partner’s concerns Drive adoption of various digital initiatives To ensure right sourcing is being done Monitoring the portfolio built through partners. Red flag wherever necessary Deepen our market reach through trade meeting, industry associations, local forums etc. Strengthen and build sustainable SCF book with healthy mix of vendors and dealers To be alert on competitive elements in the target segments (viz. other banks etc.) & Augment the presence and penetration of the Kotak brand in the target market Manage TAT for the Partner business for all aspects such as client onboarding, processing of customer requests, etc Improve efficiency by monitoring & overseeing continuous improvement of processes. Benchmark and adopt best practices used in the Industry to further build efficiency Constantly share rapport with the operating units to customize and develop solutions Mitigate risks and manage them actively Ensure hygiene parameters such delinquency, utilization etc are met Job Requirement Preferably MBA/ CA Experience4+ years’ experience Partners/Supply Chain Finance. Background in Partner handling Knowledge is required. Self-motivation and communication skills Relationship Management Skill Good influencing skills
Posted -1 days ago
2.0 - 4.0 years
6 - 10 Lacs
Mumbai
Work from Office
Credit Manager-Working Capital-Credit Job Role :As part of Credit Team for Working Capital Finance Managing team of Credit Managers Underwriting & making proposals of Working Capital Finance ( Fund & Non Fund based ) Under writing cases with desired level of quality and enabling achievement of branch business target by proper training. Visiting customers for personal discussions and deal structuring Studying monitoring reports & keeping track of portfolio quality. Taking necessary steps to ensure that the required quality levels are maintained To evaluate proposals of customers for Home Loans, Loan against Property Decision making within defined TAT Understanding of property related aspects (like legal title and market value of the property) is an added advantage Coordinating with sales, operations, legal, technical and customer service Job : Qualification- CA with relevant underwriting experience Job Knowledge – o Technical underwriting experience o Analytical skills Skills & Experience – o Experience of 2-4 years in relevant working capital products is desired, o Should be able to handle time bound activities effectively o Should be an effective team player. o Should have a sense of urgency & keenness to learn.
Posted -1 days ago
7.0 - 12.0 years
4 - 8 Lacs
Ahmedabad
Work from Office
Allocate, Drive, monitor and review field force towards achieving budgeted numbers. Coordinates with accounts, legal and operations for related functional support. Will be responsible to achieve monthly and yearly Roll forward and loss provisioning targets. Will be responsible to handle a team of 9 + on role employees and field collection agencies through the team. Ensuring employee/agency quality while recruitment and leveraging productivity. Take ownership of High Value accounts ensure seamless collection. Job : Graduate/ MBA Tactful and Persuasive Experience in retail collections preferably credit cards at least of 7 years Over experience required is of more than 10 years
Posted -1 days ago
9.0 - 14.0 years
9 - 14 Lacs
Mumbai
Work from Office
Head of Accounts Travel & BSP Compliance Company:7th Sky Tours– IATA-Accredited Travel Agency About Us: At 7th Sky Tours, we specialize in international travel, group tours, and customized holiday experiences. As an IATA-accredited company, we pride ourselves on professionalism, innovation, and seamless travel operations. We're now looking for a *seasoned finance leader* to head our Accounts Department and bring structure, compliance, and strategic control to our growing operations. Key Responsibilities: * Oversee complete accounting operations of the company including GL, AR/AP, payroll, cash flow, and banking. * Lead and supervise a 6-member accounting team within a 35-person organization. * Manage *BSP (Billing & Settlement Plan) reconciliation and reporting* with GDS platforms (e.g. Amadeus, Galileo). * Handle GST filing, compliance, and taxation matters relevant to the travel industry. * Ensure accurate and timely MIS reporting, budgeting, and financial forecasting. * Implement and improve *standard operating procedures (SOPs)* for finance and accounting. * Ensure compliance with statutory regulations, financial audits, and reporting standards. * Work with travel agency software platforms like *XLWEBPRO* and *Satnam* for daily operations. * Liaise with external auditors, banks, vendors, and government departments as required. Requirements: * Education: CA (preferred) or MBA/PG in Finance with relevant travel industry experience. * Experience: Minimum 9–12 years of accounting experience * Proficiency in BSP accounting, GST compliance, and travel software tools. * Strong command over Excel and ERP tools. * Demonstrated leadership, process-building, and team management capabilities. Compensation: * Salary Range: *9LPA to 15 LPA*, negotiable based on experience Why Join Us? * Work with one of Mumbai’s trusted travel brands * Lead and shape the financial operations of a fast-growing travel business * Be part of a passionate, travel-loving team with a clear growth vision How to Apply: Send your resume to 'Wajeeh@seventhskyholidays.com' with subject line: “Application – Head of Accounts – Travel & BSP”.
Posted -1 days ago
4.0 - 6.0 years
6 - 10 Lacs
Chennai
Work from Office
About the Role: We re looking for a dynamic and driven Business Development Manager to lead our on-ground financial awareness initiatives and forge meaningful connections that drive long-term growth. This role is ideal for someone who thrives in building relationships, has strong communication skills, and believes in the power of financial education to inspire action. You will be the face of our financial literacy and planning outreach efforts spearheading sessions, driving engagement, and opening new offline acquisition channels. Key Responsibilities: Identify and qualify cohorts (e. g. , corporate institutions, community networks, professional associations) interested in financial awareness or planning sessions. Engage with cohort leads/stakeholders to pitch and schedule financial wellness sessions with our team. Organize and conduct physical, in-person financial awareness workshops , representing AssetPlus and delivering high-quality, engaging talks. Position financial planning as a core life skill , while softly pitching AssetPlus value proposition during sessions. Work closely with the internal advisory/sales teams to handover warm leads generated from sessions for further conversion note: sales closure is not part of this role . Develop and grow affiliate and strategic partnership channels , including marketing collaborations and third-party engagements. Provide regular feedback and insights from on-ground interactions to improve messaging, targeting, and product positioning. What We re Looking For: 4-6 years of experience in business development, partnerships, or customer-facing roles Strong domain knowledge in personal finance, financial products, and markets is a must you ll be the first point of contact for many users, and must reflect the deep advisory ethos AssetPlus is known for Excellent communication and public speaking skills you re comfortable presenting to a room and fielding live Q&A with confidence Empathy-led approach to outreach, with a passion for financial literacy and client empowerment Self-starter attitude with the ability to work independently and drive initiatives end-to-end Willingness to travel for in-person sessions and meetings What Does Working at AssetPlus Look Like Best in the Fintech Industry - Gain hands-on experience in a rapidly evolving sector, working with cutting-edge financial solutions Exponential Career Growth - Accelerate your professional journey with opportunities to take on new challenges and responsibilities Building a Future Together - Be part of a company that values collaboration and long-term success Lucrative Roles & Industry Exposure - Work in a role that provides deep insights into the fintech industry, with high-impact responsibilities Continuous Learning & Development - Enhance your knowledge through structured learning programs and real-world problem-solving Team Engagement & Culture-Building Activities - Participate in fun and engaging team events that foster collaboration and camaraderie Young & Vibrant Team - Work with passionate, driven individuals in an energetic work environment Employee Healthcare Benefits - Prioritizing your well-being with comprehensive health coverage If you believe you d be a great fit for this role, we d love to hear from you! At AssetPlus, we are committed to fostering an inclusive culture where diverse perspectives are valued and encouraged. We believe that innovation thrives in an environment where individuals from all backgrounds can contribute their unique insights. Our goal is to create an empowering workplace that enables every team member to grow, learn, and reach new heights in their professional journey. We can t wait to show you what makes AssetPlus a great place to build your career! Location: Chennai(Work from Office) Compensation: Based on experience and current CTC
Posted -1 days ago
8.0 - 10.0 years
8 - 12 Lacs
Mumbai
Work from Office
Position : Chartered Accountant - Senior Role Location : Senapati Bapat Marg, Parel, Mumbai Overview We are seeking a seasoned Chartered Accountant to lead our finance function with precision, strategic foresight, and a commitment to compliance. This leadership role will be responsible for financial planning, reporting, regulatory adherence, and enhancing decision-making through actionable insights. The ideal candidate will play a key role in supporting senior leadership and elevating financial practices across the organization. Key Responsibilities Ensure the accuracy of financial reporting and compliance with applicable regulations Lead audits, tax planning initiatives, and risk management processes Prepare and oversee budgets, forecasts, and long-term financial strategies Drive cost-saving initiatives and identify revenue growth opportunities Mentor junior finance team members and foster talent development Enhance internal controls and continuously improve accounting workflows Core Competencies & Skills In-depth knowledge of IFRS, GAAP, and relevant tax laws Proficiency in Excel and ERP platforms such as SAP or Oracle Exceptional analytical and problem-solving abilities Strong leadership, communication, and collaboration skills Precision-oriented with the ability to make sound decisions under pressure Effective in managing stakeholders across functions Qualifications Chartered Accountant (CA) certification is mandatory 8-10 years of progressive experience in accounting and taxation roles Experience working with international teams or MNCs is highly desirable
Posted -1 days ago
5.0 - 10.0 years
5 - 9 Lacs
Gurugram
Work from Office
Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must have skills : Oracle Planning and Budgeting (EPBCS) Good to have skills : NAMinimum 5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Designer, you will assist in defining requirements and designing applications to meet business process and application requirements. Your typical day involves collaborating with stakeholders to understand business needs and translating them into functional designs. Roles & Responsibilities:- Expected to be an SME- Collaborate and manage the team to perform- Responsible for team decisions- Engage with multiple teams and contribute on key decisions- Provide solutions to problems for their immediate team and across multiple teams- Lead design discussions to ensure alignment with business requirements- Conduct regular reviews of application designs and provide feedback for improvement Professional & Technical Skills: - Must To Have Skills: Proficiency in Oracle Planning and Budgeting (EPBCS)- Strong understanding of financial planning and budgeting processes- Experience in designing and implementing Oracle EPBCS solutions- Knowledge of Oracle Hyperion Planning and Essbase- Hands-on experience in developing complex financial models Additional Information:- The candidate should have a minimum of 5 years of experience in Oracle Planning and Budgeting (EPBCS)- This position is based at our Gurugram office- A 15 years full time education is required Qualification 15 years full time education
Posted -1 days ago
5.0 - 10.0 years
10 - 14 Lacs
Bengaluru
Work from Office
Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : Tagetik Planning Budgeting and Forecasting Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your day will involve overseeing the application development process, coordinating with team members, and ensuring project milestones are met. Expected to be an SMELead and mentor a team of Tagetik developers and functional analysts, managing workload, priorities, and professional development.Own the end-to-end delivery of Tagetik solutions, including budgeting, forecasting, financial consolidation, close processes, and management reporting.Collaborate with Finance, Accounting, and IT stakeholders to gather requirements and translate them into Tagetik solutions that improve efficiency and accuracy.Ensure the architecture, design, and configuration of Tagetik models align with best practices and business needs.Oversee data integration and automation between Tagetik and other systems (e.g., ERP, HRIS, Data Warehouse).Manage system upgrades, patching, testing, and change control processes.Provide leadership on project planning, stakeholder communication, resource allocation, and risk mitigation for Tagetik-related initiatives.Ensure data integrity, process controls, and audit readiness within Tagetik environments.Maintain and enhance Tagetik reporting tools, dashboards, and templates for financial and management reporting.Train and support end users across finance and business teams, driving adoption and process excellence.Collaborate and manage the team to performResponsible for team decisionsEngage with multiple teams and contribute on key decisionsProvide solutions to problems for their immediate team and across multiple teamsLead the application development processEnsure successful project deliveryMentor and guide team members Professional & Technical Skills: Proven experience leading teams or managing projects in financial systems or EPM environments.Strong understanding of finance processes (FP&A, consolidations ,statutory & management reporting,etc.).Proficiency in data modeling, ETL, and integration techniques.Excellent communication, analytical, and stakeholder management skills.Must To Have Skills: Proficiency in Tagetik Planning Budgeting and ForecastingStrong understanding of financial planning and analysis processesExperience in implementing Tagetik solutionsKnowledge of financial modeling and forecasting techniquesHands-on experience in configuring Tagetik applications Additional Information:- Bachelors degree in Finance, Accounting, Computer Science, Information Systems, or related field.- 8+ years of experience in EPM/CPM platforms with 5+ years of hands-on Tagetik experience.- A 15 years full-time education is required Qualification 15 years full time education
Posted -1 days ago
10.0 - 14.0 years
3 - 7 Lacs
Bengaluru
Work from Office
Skill required: Delivery - Financial Planning and Analysis (FP&A) Designation: I&F Decision Sci Practitioner Assoc Mgr Qualifications: Any Graduation Years of Experience: 10 to 14 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Data & AIFinancial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting. What are we looking for Financial Planning & Analysis Data Analysis & Interpretation Data Engineering Data Analysis & Interpretation Ability to handle disputes Ability to perform under pressure Problem-solving skills Ability to manage multiple stakeholders Ability to meet deadlines Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems Typically creates new solutions, leveraging and, where needed, adapting existing methods and procedures The person requires understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor or team leads Generally, interacts with peers and/or management levels at a client and/or within Accenture The person should require minimal guidance when determining methods and procedures on new assignments Decisions often impact the team in which they reside and occasionally impact other teams Individual would manage medium-small sized teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Qualification Any Graduation
Posted -1 days ago
7.0 - 11.0 years
1 - 5 Lacs
Noida
Work from Office
Skill required: Record To Report - Balance Sheet Account Reconciliations Designation: Record to Report Ops Specialist Qualifications: Chartered Accountant Years of Experience: 7 to 11 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Posting journal entries, preparing balance sheet reconciliations, reviewing entries and reconciliations, preparing cash forecasting statement, supporting month end closing, preparing reports and supports in audits.Involves balancing all balance sheet accounts against sub-ledger or other non-general ledger based source data to verify whether the balance sheet accounts are in balance with the source system feeding the general ledger. Differences which arise are addressed as reconciling items. What are we looking for Qualified CA + minimum 3 year of post qualification experience in Auditing Financial Statements and managing books of accountsStrong and above average communication skills in English LanguageGood working knowledge in ERP System preferably in NetSuite SystemStrong knowledge in excel and pptFlexible to work in shifts to support Client business in different time zoneFlexible for short / long term travels to visit client facility for training, knowledge transfer, meetings, workshops purposeIndependently closing books of account as per US /Indian GAAP without or very minimal dependencies on Client.Prepare Consolidation and eliminations accounting as GAAP.Reconcile Statutory Ledger vs Primary ledger and perform GAAP adjustments.Perform Inter-Company consolidation and elimination accountingPerform accruals, prepaid and close sub-ledger.Review financial statements, prepare financial reporting package to report quarterly result to investors.Provide advice on a wide range of issues, including audit, tax and more .Support clients to achieve their goals and aspirations.Mentor, train, and guide junior professionals.Identify process improvement opportunities and drive transformation initiatives.Good quantitative and analytical skillsExperience of US GAAP AccountingNetsuite ERP and Strong Communication SkillsBPO industry experience will be an added advantage Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures The person would require understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor May interact with peers and/or management levels at a client and/or within Accenture Guidance would be provided when determining methods and procedures on new assignments Decisions made by you will often impact the team in which they reside Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualification Chartered Accountant
Posted -1 days ago
7.0 - 11.0 years
1 - 5 Lacs
Pune
Work from Office
Skill required: Record To Report - Accounting & Financial Reporting Standards Designation: Record to Report Ops Specialist Qualifications: BCom/MCom/CA Inter Years of Experience: 7 to 11 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Posting journal entries, preparing balance sheet reconciliations, reviewing entries and reconciliations, preparing cash forecasting statement, supporting month end closing, preparing reports and supports in audits.A set of international accounting standards stating how particular types of transactions and other events should be reported in financial statements. What are we looking for Commitment to qualityAbility to establish strong client relationshipAbility to handle disputesAbility to manage multiple stakeholdersCorporate planning & strategic planning Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures The person would require understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor May interact with peers and/or management levels at a client and/or within Accenture Guidance would be provided when determining methods and procedures on new assignments Decisions made by you will often impact the team in which they reside Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualification BCom,MCom,CA Inter
Posted -1 days ago
5.0 - 8.0 years
4 - 7 Lacs
Bengaluru
Work from Office
Skill required: Delivery - Financial Planning and Analysis (FP&A) Designation: I&F Decision Sci Practitioner Sr Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Data & AIFinancial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting. What are we looking for Financial Planning & Analysis Data Analysis & Interpretation Data Engineering Adaptable and flexible Ability to work well in a team Commitment to quality Agility for quick learning Written and verbal communication Roles and Responsibilities: In this role you are required to do analysis and solving of increasingly complex problems Your day-to-day interactions are with peers within Accenture You are likely to have some interaction with clients and/or Accenture management You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments Decisions that are made by you impact your own work and may impact the work of others In this role you would be an individual contributor and/or oversee a small work effort and/or team Qualification Any Graduation
Posted -1 days ago
3.0 - 5.0 years
3 - 6 Lacs
Bengaluru
Work from Office
Skill required: Delivery - Financial Planning and Analysis (FP&A) Designation: I&F Decision Sci Practitioner Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Data & AIFinancial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting. What are we looking for Financial Planning & Analysis Data Analysis & Interpretation Data Engineering Adaptable and flexible Ability to work well in a team Commitment to quality Agility for quick learning Written and verbal communication Roles and Responsibilities: In this role you are required to do analysis and solving of lower-complexity problems Your day-to-day interaction is with peers within Accenture before updating supervisors In this role you may have limited exposure with clients and/or Accenture management You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments The decisions you make impact your own work and may impact the work of others You will be an individual contributor as a part of a team, with a focused scope of work Qualification Any Graduation
Posted -1 days ago
5.0 - 8.0 years
8 - 12 Lacs
Gurugram
Work from Office
Skill required: Financial Planning & Analysis - Financial Analysis Designation: Financial Plan & Analysis Senior Analyst Qualifications: Cost And Works Accountant/Master of Business Administration Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Financial planning, reporting, variance analysis, budgeting and forecastingDesign and implementation of tools and processes which enable the client to perform financial analysis of its statements. Involves the ability to assess materiality and volatility of financial statement line items and key metrics utilizing financial ratios to determine the financial health of the company. What are we looking for Finance StrategyFinancial Consolidation & Close OperationsFinancial ManagementFinancial Planning and Analysis (FP&A)Budgeting and ForecastingAbility to establish strong client relationshipAbility to handle disputesAbility to manage multiple stakeholdersAbility to meet deadlinesAbility to perform under pressure Roles and Responsibilities: In this role you are required to do analysis and solving of increasingly complex problems Your day to day interactions are with peers within Accenture You are likely to have some interaction with clients and/or Accenture management You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments Decisions that are made by you impact your own work and may impact the work of others In this role you would be an individual contributor and/or oversee a small work effort and/or team Please note that this role may require you to work in rotational shifts Qualification Cost And Works Accountant,Master of Business Administration
Posted -1 days ago
10.0 - 14.0 years
3 - 7 Lacs
Gurugram
Work from Office
Skill required: Record To Report - Accounting & Financial Reporting Standards Designation: Record to Report Ops Assoc Manager Qualifications: Chartered Accountant Years of Experience: 10 to 14 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Posting journal entries, preparing balance sheet reconciliations, reviewing entries and reconciliations, preparing cash forecasting statement, supporting month end closing, preparing reports and supports in audits.The Financial Tracking and Reporting team focuses on providing the financial controls and reporting in order to effectively manage CFM activities. This includes providing project-level cost and expense reporting, invoice generation and tracking, project financial tracking, reporting and analytics. The role requires a good understanding of general ledger, balance sheet, statutory reporting, client reporting, fund reporting, Financial Planning & Analysis (FPNA), budgeting and forecasting. What are we looking for Ability to establish strong client relationshipAbility to manage multiple stakeholdersCollaboration and interpersonal skillsCorporate planning & strategic planningThought leadershipMust be CA or CPA mandatory Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems Typically creates new solutions, leveraging and, where needed, adapting existing methods and procedures The person requires understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor or team leads Generally interacts with peers and/or management levels at a client and/or within Accenture The person should require minimal guidance when determining methods and procedures on new assignments Decisions often impact the team in which they reside and occasionally impact other teams Individual would manage medium-small sized teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualification Chartered Accountant
Posted -1 days ago
7.0 - 11.0 years
1 - 5 Lacs
Gurugram
Work from Office
Skill required: Record To Report - Account Reconciliations Designation: Record to Report Ops Specialist Qualifications: BCom Years of Experience: 7 to 11 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Posting journal entries, preparing balance sheet reconciliations, reviewing entries and reconciliations, preparing cash forecasting statement, supporting month end closing, preparing reports and supports in audits.A type of general ledger account which contains a summary of sub-ledger accounts. Because the reconciliation account only provides a summary, no transactions are directly posted to the account. What are we looking for Ability to establish strong client relationshipAbility to manage multiple stakeholdersCollaboration and interpersonal skillsCorporate planning & strategic planningThought leadership Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures The person would require understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor May interact with peers and/or management levels at a client and/or within Accenture Guidance would be provided when determining methods and procedures on new assignments Decisions made by you will often impact the team in which they reside Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualification BCom
Posted -1 days ago
5.0 - 10.0 years
10 - 14 Lacs
Bengaluru
Work from Office
Project Role : Application Lead Project Role Description : Lead the effort to design, build and configure applications, acting as the primary point of contact. Must have skills : OneStream Extensive Finance SmartCPM Good to have skills : NAMinimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Lead, you will lead the effort to design, build, and configure applications, acting as the primary point of contact. Your day will involve overseeing the application development process and ensuring seamless communication within the team and stakeholders. Roles & Responsibilities:Lead the design, development, and enhancement of OneStream solutions to support financial consolidation, planning, and reporting.Collaborate with Finance, Accounting, and IT teams to gather business requirements and translate them into technical solutions within OneStream.Manage and maintain metadata, business rules, data integrations, and reporting structures in OneStream.Develop and maintain calculation scripts, business rules, and custom solutions using VB.NET or related scripting languages.Drive the monthly and quarterly close processes by ensuring timely and accurate data loads, validations, and reporting outputs.Develop and maintain dashboards, reports, and cube views for end-users across the organization.Provide end-user support and training, acting as a subject matter expert (SME) for OneStream across the company.Conduct system testing and troubleshooting, working with stakeholders and vendors as needed.Work on break-fixes and enhancement requestsDeliver assigned work successfully and on-time with high-qualityDevelop documentation for delivered solutionThe candidate must have good troubleshooting skills and be able to think through issues and problems in a logical manner Professional & Technical Skills: 5+ years of development Experience in ONESTREAM focused on but not limited to Financial Forecasting, Supply Chain Planning and HR/Sales/Incentive Compensation Management or similar use cases.7+ years of strong background and experience in consulting roles focused on Financial Planning/ Supply chain / Sales Performance Planning.Familiarity with SCRUM/Agile.Hands on in MS Excel using advanced formulae to develop Mock-Ups for clients.Ability to effectively communicate with client team and in client facing roles.Ability to effectively work remotely & if required Willing to travel out of Base LocationMust To Have Skills: Proficiency in OneStream Extensive Finance SmartCPM Strong understanding of financial planning and analysis processes Experience in implementing financial consolidation and reporting solutions Knowledge of financial modeling and forecasting techniques Hands-on experience in configuring and customizing OneStream SmartCPM solutions Additional Information:- The candidate should have a minimum of 8+ years of experience in OneStream Extensive Finance SmartCPM- A 15 years full-time education is required- Finance Background (MBA/PG/CA/CFA in Finance) Recommended- Bachelor of Engineering- MS Azure Certification preferred Qualification 15 years full time education
Posted -1 days ago
5.0 - 8.0 years
8 - 12 Lacs
Bengaluru
Work from Office
Skill required: Financial Planning & Analysis - Financial Analysis Designation: Financial Plan & Analysis Senior Analyst Qualifications: BCom,CA Inter,Master of Business Administration Years of Experience: 5 - 8 Years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Financial planning, reporting, variance analysis, budgeting and forecastingDesign and implementation of tools and processes which enable the client to perform financial analysis of its statements. Involves the ability to assess materiality and volatility of financial statement line items and key metrics utilizing financial ratios to determine the financial health of the company. What are we looking for A person with experience in Revenue & Gross MarginForecasting & Budgeting Roles and Responsibilities: Roles and ResponsibilitiesIn this role you are required to do analysis and solving of moderately complex problems Typically creates new solutions, leveraging and, where needed, adapting existing methods and procedures The person requires understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor or team leads Generally interacts with peers and/or management levels at a client and/or within Accenture The person should require minimal guidance when determining methods and procedures on new assignments Decisions often impact the team in which they reside and occasionally impact other teams Individual would manage medium-small sized teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualification BCom,CA Inter,Master of Business Administration
Posted -1 days ago
7.0 - 11.0 years
1 - 5 Lacs
Navi Mumbai
Work from Office
Skill required: Record To Report - Inventory Accounting Operations Designation: Record to Report Ops Specialist Qualifications: Any Graduation Years of Experience: 7 to 11 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Posting journal entries, preparing balance sheet reconciliations, reviewing entries and reconciliations, preparing cash forecasting statement, supporting month end closing, preparing reports and supports in audits.University degree or equivalent, preferably Business degree holder Accurate, efficient and organized within daily responsibilities Adaptable to learn new processes, concepts, and skills Demonstrates the ability to work as part of a team Written and spoken ability to communicate in English for Accenture interaction Microsoft Office skills A good team player and be able to communicate easily with Accenture, Client and third parties staff at all levels What are we looking for Adaptable and flexibleAbility to perform under pressureProblem-solving skillsDetail orientationAbility to establish strong client relationship General Accounting / Finance and Accounting Operations Operations Experience SLA/Metrics Experience Team Leadership Client Management Supervisory ExperienceServes as the teams Subject Matter Expert (SME) for the following areas of scope;Journal EntriesReconciliationsTreasury / Cash ManagementPeriod CloseMonthly Standard ActivitiesQuality Assurance across Delivery Centers Educational QualificationsAccounting or Finance GraduateCPA is requiredMinimum of 4 years work experienceWorking ConditionsModerate to no travel depending on project involvementCyclical work shift including work hours at nightOvertime and On-Call may be requiredClient holidays are observed instead of Philippine or local holidays OthersPreferably with cost accounting and reporting backgroundWith knowledge on basic taxationWritten and spoken ability to communicate in English for Accenture interactionPrevious accounting experience/studies in particular GAMust be able to impose herself/himself in front of the team through exceptional knowledge of the business and coaching skillsMust be a good team player and be able to communicate easily with Accenture, Client and third parties staff at all levelsResponsibility and accuracy in the completion of received tasksAbility to solve urgent matters and work under pressureAbility to impose a proactive spirit in the teamFlexibility, especially in the period of month/quarter/year-end closingReliable, proactive approach to entrusted tasks (thinking outside the box is a plus)Experience with accounting systemsMicrosoft Office skills Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems May create new solutions, leveraging and, where needed, adapting existing methods and procedures The person would require understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor May interact with peers and/or management levels at a client and/or within Accenture Guidance would be provided when determining methods and procedures on new assignments Decisions made by you will often impact the team in which they reside Individual would manage small teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts Qualification Any Graduation
Posted -1 days ago
5.0 - 8.0 years
4 - 7 Lacs
Bengaluru
Work from Office
Skill required: Delivery - Financial Planning and Analysis (FP&A) Designation: I&F Decision Sci Practitioner Sr Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Data & AIFinancial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting. What are we looking for Financial Planning and Analysis Data Analysis & Interpretation Power BI developer Adaptable and flexible Ability to work well in a team Commitment to quality Agility for quick learning Written and verbal communication Roles and Responsibilities: In this role you are required to do analysis and solving of increasingly complex problems Your day-to-day interactions are with peers within Accenture You are likely to have some interaction with clients and/or Accenture management You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments Decisions that are made by you impact your own work and may impact the work of others In this role you would be an individual contributor and/or oversee a small work effort and/or team Qualification Any Graduation
Posted -1 days ago
5.0 - 8.0 years
8 - 12 Lacs
Gurugram
Work from Office
Skill required: Financial Planning & Analysis - Financial Analysis Designation: Financial Plan & Analysis Senior Analyst Qualifications: Cost And Works Accountant/Master of Business Administration Years of Experience: 5 to 8 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Financial planning, reporting, variance analysis, budgeting and forecastingDesign and implementation of tools and processes which enable the client to perform financial analysis of its statements. Involves the ability to assess materiality and volatility of financial statement line items and key metrics utilizing financial ratios to determine the financial health of the company. What are we looking for Financial ManagementFinancial Planning and Analysis (FP&A)Financial Management ReportingBudgeting and ForecastingAbility to establish strong client relationshipAbility to handle disputesAbility to manage multiple stakeholdersAbility to meet deadlinesAbility to perform under pressure Roles and Responsibilities: In this role you are required to do analysis and solving of increasingly complex problems Your day to day interactions are with peers within Accenture You are likely to have some interaction with clients and/or Accenture management You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments Decisions that are made by you impact your own work and may impact the work of others In this role you would be an individual contributor and/or oversee a small work effort and/or team Please note that this role may require you to work in rotational shifts Qualification Cost And Works Accountant,Master of Business Administration
Posted -1 days ago
15.0 - 20.0 years
30 - 37 Lacs
Gurugram
Work from Office
Join us as a Performance & Business Management Lead We re looking for a dynamic and strategic Performance & Business Management Lead to support our Tech Platforms team in Retail Banking In this global role, you ll be responsible for ensuring the successful delivery of technology milestones, driving operational excellence, and aligning business and technology goals across a global domain Take on a high-impact leadership role, and utilise a blend of strategic thinking, operational rigor, and people leadership as you oversee end-to-end performance management, capability development, financial stewardship, and transformation programme execution Were offering this role at director level What youll do As a Performance & Business Management Lead, youll be ensuring the timely and high-quality delivery of technology solutions across Physical Channels. This will include overseeing day-to-day operations, and ensuring the stability, resilience, and performance of tech platforms. As well as leading financial planning, budgeting, and cost optimisation initiatives, you ll be driving continuous improvement through data-driven insights and performance reviews. You ll also be collaborating with engineering, product, and business teams to align delivery with strategic goals. Your responsibilities will include: Defining and tracking key performance indicators and objectives and key results for both tech and business outcomes Building and nurturing high-performing teams through coaching, mentoring, and capability uplift Fostering a culture of innovation, accountability, and continuous learning Partnering with HR and Learning & Development to design and implement talent development strategies Leading cross-functional transformation programmes with clear governance, milestones, and outcomes Managing risks, dependencies, and stakeholder communications across global teams Ensuring alignment with enterprise architecture, compliance, risk and regulatory standards The skills youll need Were looking for someone with at least 15 years of experience of working in a technology or business management role, preferably in a large-scale global organisation. Youll additionally need a track record in tech delivery, financial management, and transformation leadership. Ideally, you ll have experience of working in a matrixed, global environment, as well as a familiarity with cloud platforms, DevOps, and digital transformation, and proficiency in performance dashboards and reporting tools. Well also look to you to demonstrate: Retail banking experience, including physical channels such as branches, ATMs and contact centres, and ideally of their tech ecosystems Experience with Agile, OKRs, and modern programme management practices A bachelor s or master s degree in Technology, Business Administration, or a related field E xcellent experience of working on multiple business initiatives Strong problem-solving and analytical skills and the ability to use information to develop creative solutions that bring tangible value Exceptional stakeholder management and communication skills Hours 45 Job Posting Closing Date: 06/07/2025
Posted Just now
10.0 - 15.0 years
6 - 10 Lacs
Hyderabad
Work from Office
We exist to make it better. We re a new generation software company based in Hyderabad, helping to scale digital businesses to disrupt global utility retail markets. We provide technology development, customer experience and process optimisation services to support our award-winning utility retailers in New Zealand and Australia. It s an exciting time where traditional utilities need to innovate. Consumers expect companies to do good for their employees, customers, local communities, and for the future of the planet (all while offering seamless user experience that s great value). Our strategy recognises that the exceptional technology we create makes us one of the best consumer facing businesses in our industry. Purpose of the Job The Accounts Manager oversees the Accounts Team and is responsible for delivering key financial and management accounting functions for the company. The individual is required to support both local company managers and the corporate finance function, located in New Zealand. Core responsibilities include financial planning, budgeting, forecasting, analysis, reporting, compliance, accounts support for overseas entities and secretarial duties, as well as driving continuous process improvements. This role demands a strong grasp of financial principles, outstanding analytical abilities, and the capacity to offer strategic financial insights that align with and advance the company s goals and objectives. Key Responsibilities: Financial Planning and Budgeting: Develop and manage annual and monthly budgets Monitor and analyze budget variances and recommend corrective actions Prepare financial models and forecasts to assist in long-term planning and provide strategic financial guidance and recommendations to support business decision-making Evaluate financial performance against Key Performance Indicators (KPIs) and benchmarks Financial Reporting and Analysis: Prepare and present timely and accurate financial statements and reports to senior management and key stakeholders Tracking budget expenses, staff costing, managing processes, delegation of work, and supervision Ensure compliance with financial regulations, accounting principles, and internal policies Certification of Exports via STPI Submission of Export documents to the RBI via an authorized dealer/Bank Understanding of tax compliance as per government laws Processing monthly Tax and Labour Compliances (GST, GST refunds, TDS, PF, PT, ESI, LWF) Coordinate and manage Statutory, Tax, and GST audits Understanding of Transfer Pricing Audit Accounting support for overseas entities Cash Flow Management: Manage and forecast cash flow to ensure the organizations liquidity needs are met Accurate and prompt processing of Invoices and their compliance Compliances and other financial responsibilities: Coordinate with the CS and legal team and ensure all due diligences are adhered to Manage backend finance processes related to refunds, payments, reconciliations, journals, etc Manage the monthly payroll process - should have an understanding of the existing labor laws - PF, PT, ESI, S&E registration, LWF, Tax, Form-16s, Employee reimbursements, and tax investments Manage third-party vendors - contracts, POs, payment terms and conditions, service delivery Manage and monitor inventory Team Leadership: Supervise and mentor finance team members, including financial analysts and accountants Foster a collaborative and high-performance work environment Risk Management: Identify financial risks and develop strategies to mitigate them Maintain a robust internal control framework to safeguard assets and ensure financial integrity Qualifications Preferred Chartered Accountant (CA), or CA Inter complete or a relevant postgraduate degree (e.g., M.Com, MBA in Finance) may also be considered based on experience. Minimum educational requirement: Bachelor s degree in Accounting, Finance, Commerce, or related field. Proven experience (minimum 10+ years ) in financial management or related roles Strong knowledge of financial principles, regulations, and accounting standards Proficiency in financial modeling, analysis, and reporting tools Excellent analytical, communication, and leadership skills Advanced proficiency in financial software like Tally and Microsoft Excel Strong attention to detail and problem-solving abilities Personal Attributes Strategic thinker with the ability to translate financial data into actionable insights Strong interpersonal skills and the ability to collaborate with cross-functional teams Exceptional time management and organizational skills Ethical and trustworthy, with a high degree of integrity Exceptional communication skills, demonstrated ability to communicate clearly and effectively in English, both in writing and verbally Our vision is to be the most loved company wherever we play. At the heart of our business is a purpose led culture. We re a community at heart, and we know our people are unstoppable when they have the empowerment to come up with the answers. Here s some of the benefits we give: Flexible working Growth academy and internal career opportunities - we grow our people while we grow our company Competitive salary Five extra days of paid leave every year to do the things that matter to you A paid volunteer day every year to give back to your community Parental leave that s above and beyond legal requirements Want to help us make it betterApply and we ll be in touch.
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Financial planning is a crucial aspect of personal and corporate finance management in India. With the growing economy and increasing focus on financial literacy, the demand for skilled financial planners is on the rise. If you are considering a career in financial planning in India, this article will provide you with valuable insights to help you navigate the job market.
Here are 5 major cities in India actively hiring for financial planning roles: - Mumbai - Delhi - Bangalore - Chennai - Hyderabad
The salary range for financial planning professionals in India varies based on experience levels. On average, entry-level financial planners can expect to earn between INR 3-5 lakhs per annum, while experienced professionals can earn upwards of INR 15 lakhs per annum.
In the financial planning field, a typical career progression may look like: - Financial Analyst - Senior Financial Analyst - Financial Planner - Senior Financial Planner - Financial Planning Manager - Director of Financial Planning
In addition to financial planning expertise, professionals in this field are often expected to have skills in: - Financial analysis - Investment management - Risk assessment - Tax planning - Communication skills
Here are 25 interview questions you may encounter for financial planning roles: - What is your understanding of financial planning? (basic) - How do you stay updated with the latest trends in finance? (basic) - Can you explain the importance of setting financial goals? (basic) - How do you approach risk management in financial planning? (medium) - Share a challenging scenario you faced in financial planning and how you resolved it. (medium) - What tools and software do you use for financial planning? (basic) - How do you handle clients with different risk appetites? (medium) - What is your experience with retirement planning? (medium) - How do you approach tax planning for your clients? (medium) - Can you walk us through a financial planning case study you worked on? (advanced) - How do you prioritize financial goals for your clients? (medium) - What are the key components of a comprehensive financial plan? (basic) - How do you assess the liquidity needs of a client? (medium) - What is your experience with estate planning? (medium) - How do you handle conflicts of interest in financial planning? (medium) - Explain the concept of time value of money. (basic) - How do you determine the appropriate asset allocation for a client? (medium) - Share a successful financial planning strategy you implemented for a client. (medium) - How do you evaluate the performance of investment portfolios? (medium) - What is your approach to continuous professional development in financial planning? (basic) - How do you handle client objections in financial planning discussions? (medium) - What regulatory guidelines do you follow in financial planning? (basic) - How do you ensure client confidentiality in financial planning engagements? (basic) - Can you explain the impact of inflation on financial planning? (medium) - How do you communicate complex financial concepts to clients with limited knowledge? (medium)
As you explore opportunities in financial planning in India, remember to showcase your expertise, experience, and passion for helping individuals and organizations achieve their financial goals. Prepare thoroughly for interviews and demonstrate your ability to provide valuable insights and solutions in the dynamic field of financial planning. Best of luck in your job search journey!
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