2160 Financial Planning Jobs - Page 9

Looking for Candidates from Only Construction and Real Estate With 12+Years Experience Having (Income Tax, Bank Handling, Forecasting, Projections) He will heading the Accounts Department Based on the Previous Salary

Sperton Consultancy hiring Wealth Manager for client. Role involves client acquisition, sales & presenting wealth plans. 2–5 yrs in financial sales/wealth mgmt with strong B2C skills required.

We are looking for a highly skilled and experienced professional to join our team as a Unit Manager - Asset Reconciliation with Equitas Small Finance Bank. Roles and Responsibility Manage and oversee the asset reconciliation process to ensure accuracy and efficiency. Develop and implement effective financial controls to minimize risk and maximize profits. Conduct audits and reconcile accounts to identify discrepancies and improve processes. Collaborate with cross-functional teams to resolve issues and enhance overall performance. Analyze data and provide insights to inform business decisions and drive growth. Ensure compliance with regulatory requirements and industry standards. Job Requirements Strong knowledge of financial controls, audit, and reconciliation principles. Experience in managing teams and leading projects. Excellent analytical and problem-solving skills with attention to detail. Ability to work in a fast-paced environment and meet deadlines. Strong communication and interpersonal skills to build relationships with stakeholders. Proficiency in financial software and systems to manage large datasets. About Company Equitas Small Finance Bank is a leading player in the BFSI sector, committed to providing high-quality banking services to its customers. The Centralized Processing Center plays a critical role in ensuring seamless execution of financial transactions and maintaining accurate records.

The PRM & SPRM role are client facing roles Playing a integral part of HSBC RBWM flagship offering of Premier Banking’ To grow and nurture HSBC Premier relationships (the HNI segment of the PLB customer base) and achieve business targets as laid down and in accordance with the business plan To facilitate a single point of contact for all Premier customers, anticipate needs and provide required banking/financial advisory services The jobholder to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals as complied with local regulatory requirement All this needs to be achieved by keeping the highest standards of integrity towards the bank and clients and the regulatory requirements. Principal Accountabilities Impact on the Business / Function Maximize profit and achievement of the growth of Premier clients portfolio Achieve agreed financial targets by development of existing and new relationships Build effective relationships with clients to retain and develop sustainable relationships Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals Effective use of tools and information to drive client service delivery and RBWM performance Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals Establish and agree client contact strategies in line with Group operating models Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales Customers / Stakeholders Own the client relationship with HSBC Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients Monitor client satisfaction data implementing portfolio level improvements Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client Leadership & Teamwork To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered Proactively support others through direct and indirect actions beyond activities particular to this role Collaborate with the wider team to deliver the Branch RBWM Performance measures and plan to support the multi-channel client journey Establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs Operational Effectiveness & Control Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines Agree and manage lending facilities within any agreed Approval Authority (RAA) Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimize loss Adhere to selling process and sales quality requirements Comply with the applicable laws, regulations, Group and local guidelines related to Sanctions and AML policy of HSBC while undertaking various day to day operations Remain alert and promptly report to the Sanctions Officer/ INM FCC office/ Line manager ( As applicable and required by the AML and sanction Policy) if a customer is found to be engaging in sanction evasion activities or violations of AML policy or any other related procedures. Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activities Support the Country or Regional FCC AML Office/ AML Investigations by providing additional information when required Responsible for attending and successfully completing the AML and Sanctions related assigned training in the mandated timeframe Understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC; Requesting additional AML training that you deem necessary or appropriate to perform your jobs through your entity manager Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP. Understand the relatively high reputational risk that arises from any perceived weaknesses in controls in respect of substantial cash deposits or withdrawals activity, wire transfer, monetary instruments and pouch and mail To be aware and Identify high risk indicators for various products and Services offered by INM RBWM example Cash, insurance, credit cards products etc Ensure that all records are obtained in respect of INM RBWM customers or New to bank customer for any products and services provided by HSBC are as per the process laid down. Must ensure that the prescribed process is being followed while dealing with non HSBC customers request for monetary instruments and wire transfers Ensure Adherence to the regulatory guidelines and internal AML & Sanction Policy of HSBC, which includes pouch and mail, monetary instruments, cash services and payment transparency Line of Business Procedures To be aware of AML risk posed by pouch and mail, Monetary instruments, cash services and wire transfer services and should undergo the mandatory training for the same Necessary remediation steps needs to be undertaken in case if there is any breach or non-adherence to the policy laid down in the LoBP Must undertake necessary due diligence to ensure that the nature of the transaction is in sync with the customer profile , else raise it to line manager for further clarification The staff must be aware of the scope of services of various products and services that are offered and those which are prohibited because of the guidelines laid down in the line of Business procedures and must ensure the same is communicated to customer in a effective and polite manner Ensure adequate due diligence is undertaken by the Individual/team to ensure that the nature of the various transactions of wire transfer, cash services, monetary instruments are in sync with customer profile Major Challenges The bank seeks to grow its RBWM business through an efficient operation and the pursuit of providing clients with globally consistent experiences, excellent service, cross selling products and services appropriate to client needs in order to enhance that value. In the face of fierce competition in this segment the bank is seeking to grow the significance of this group in their contribution to our business. The Premier segment typically comprises clients with Total Relationship Balances. We should also recognise our responsibility to the community in which we operate and improve the bank’s profile within those communities building economic value for the bank and its shareholders. The range of competitors and products has established an increased financial awareness in clients, creating demand for increased experience and skill at PRM level. A Premier Relationship Manager requires the following key attributes: Excellent sales and people management skills Client driven with a strong focus on quality of service Strong interpersonal communication skills A strong sense of ownership, responsibility and accountability An excellent understanding of financial planning, wealth management and understanding client need The jobholder forms an integral part of the wider HSBC management team. As part of this wider team the jobholder is expected to identify opportunities in their day to day activities that directly or indirectly contribute to the success of colleagues with differing responsibilities, particularly in other areas of HSBC such as Commercial and Private Bank. Role Context The jobholder will own and manage a portfolio of clients with Total Relationship balance. The jobholder has prime responsibility for: Maximising growth in their portfolio and achieving the RBWM plan/metrics Leading Premier activities to ensure opportunities are identified. Client needs are met effectively, maximising all available resources. Compliance with the relevant Group standards, including GHQ and the Regulatory organisation as applied to the implementation of the RBWM strategy in their country Jobholder will hold Lending Approval authorities appropriate to their role. The job holder operates within the approved operating and strategic plan process to develop the RBWM business. Management of Risk Adheres to processes and controls to identify and mitigate risks and ensures timely escalation of control issues and reputation risks. Observation of Internal Controls Maintains HSBC internal control standards and addresses audit points and/or any issues raised by regulators in a timely manner. Role Dimensions Portfolio Size of Total Relationship Value of customer Portfolio Size of Premier clients or number of relationships as dictated by market requirements Growth in Income, balances, clients volumes, number of clients, etc Requirements Bachelor's degree with relevant experience Minimum of 5-8 years of Relationship management work experience with high net worth clients. Evidence of strong sales results in insurance and investment products Relationship management experience with high net worth clients Strong technical skills in wealth management Strong communication, client focus and influencing skills Strong sales orientation, networking and portfolio management skills Sound knowledge of financial services products and services and the client relationship management system Understanding of business banking client segment and products and services Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment Able to communicate well in English and local languages Accreditations IRDA and AMFI certifications are mandatory Leadership Capabilities Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly Be ambitious about providing the highest standards of delivery to colleagues and clients Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity Be authentic and show ability to engage with colleagues and clients to deliver at pace Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses Global Wealth Management - Relationship Manager Technical Capabilities Technical Capabilities Client Skills Client focus Sales orientation Portfolio management Communicating & influencing Business Acumen Marketplace knowledge Business understanding Solutions Premier products and services HSBC services and propositions Processes Risk and compliance Business processes Tools and systems Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. The GCB 5 or GCB 6 will be offered depending on the selected candidate's skill and relevant experience

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Manage relationships with existing clients to ensure timely payments and minimize defaults. Identify new business opportunities through networking and referrals. Develop and implement strategies to increase sales and revenue growth. Collaborate with internal teams to resolve customer complaints and issues. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain strong relationships with customers and stakeholders. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds. Strong understanding of financial products and services, including mutual funds and microfinance. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills. Experience working with cross-functional teams and building strong relationships with clients and stakeholders.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and competitor activity to stay ahead in the market. Provide exceptional customer service and support to ensure high levels of client satisfaction. Job Requirements Proven experience as a Relationship Manager in micro finance or mutual funds, with a strong track record of success. Strong knowledge of financial products and services, including mutual funds, investments, and savings accounts. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience working with diverse client groups, including those from underprivileged backgrounds.

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. Key Accountabilities Acquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value (TRV). Accountable for achieving annual volume and revenue objective. Ensure Savings Book and loan book growth Ensure proper implementation & execution of product strategies through effective relationship management. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions Drive and deliver exemplary customer service in the local market and uphold DBS service standards. Ensure internal and regulatory compliance through strict adherence to DBS processes. Job Duties: Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements. Ensure internal and regulatory compliance and address operational risks if any. Requirements: 6-12 years of experience in HNI Sales / Wealth Management / Private Banking segment. Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competition. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage. Education / Preferred Qualification Graduate / Postgraduate with MBA in relevant field Core Competencies Effective probing and listening skills. Strong Relationship Management and influencing skills Self-driven and ambitious. Good written and verbal communication skills Results-oriented, analytical and ability to deliver results under pressure Understanding of competitive positioning Strong service orientation, customer-centric behavior. DBS India - Culture & Behavior Performance through Value Based Propositions Ensure customer focus by delighting customers & reduce complaints. Build pride and passion to protect, maintain and enhance DBS image and reputation. Enhance knowledge base, build skill sets & develop competencies. Execute at speed while maintaining error free operations.

Microland Limited is looking for Digital Network - Associate SME (NW1) to join our dynamic team and embark on a rewarding career journey Processing requisition and other business forms, checking account balances, and approving purchases. Advising other departments on best practices related to fiscal procedures. Managing account records, issuing invoices, and handling payments. Collaborating with internal departments to reconcile any accounting discrepancies. Analyzing financial data and assisting with audits, reviews, and tax preparations. Updating financial spreadsheets and reports with the latest available data. Preparation of operating budgets, financial statements, and reports. Reviewing existing financial policies and procedures to ensure regulatory compliance. Providing assistance with payroll administration. Keeping records and documenting financial processe

KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins

Job Description Summary Responsible to deliver Financial Planning & Analytical activities including forecasting, reporting, analytics, closing and planning support for the P&L and headcount for all factories in AVS Business working with plant finance teams, Segment FP&A and operational teams as relevant. Has knowledge of best practices and how own area integrates with others. . Job Description Roles and Responsibilities Accountable for quality of forecasting, reporting, analytics, closing and planning and budget support. Manage the month/quarter close activities and reviews with the plant finance teams Provide visibility to the status of the close, tracking entries to go on monthly and quarterly basis Prepare estimates for Inbound Freight costs and liquidations. Setting annual standards Lead or support ongoing simplification and productivity projects Prepare standard reports, variance analysis, publish to stakeholders and provide analytics, clarifications and action plans to improve profitability Responsible for quality error free deliverables within timelines set by functional & team requirements A job at this level requires ability to utilize in-depth knowledge of a discipline and analytical thinking to execute policy/strategy. Basic knowledge of related job disciplines. Uses some judgment and has the ability to propose different solutions outside of set parameters to address more complicated, day-to-day problems. Has ability to prioritize information for data analysis. Uses technical experience and analytical thinking. Uses multiple internal and limited external sources outside of own team to arrive at decisions. Required Qualifications For roles outside of the USA- This role requires advanced experience in the Finance & FP&A Operations. Knowledge level is comparable to a Bachelors degree from an accredited university or college ( or a high school diploma with relevant experience). For roles in USA - Bachelors degree from an accredited university or college (or a high school diploma / GED with at least 6 years of experience in Job Family Group(s)/Function(s)). Desired Characteristics Strong oral and written communication skills. Demonstrated ability to analyze and resolve problems. Ability to document, plan, market, and execute programs. Strong PC skills: Experience with financial systems/applications such as Hyperion, Power BI, Tableau, MS Excel skills in data compilations and aggregation required for data analysis. Should be flexible to adjust to time zones as this role will require working with manufacturing teams in various countries across the globe Inclusion and Diversity GE HealthCare is an Equal Opportunity Employer where inclusion matters. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. . Our total rewards are designed to unlock your ambition by giving you the boost and flexibility you need to turn your ideas into world-changing realities. Our salary and benefits are everything you d expect from an organization with global strength and scale, and you ll be surrounded by career opportunities in a culture that fosters care, collaboration and support Disclaimer: GE HealthCare will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide employment with GE HealthCare. If you suspect you have received a fraudulent call , please fill out the form below: https: / / www.ge.com / careers / fraud Relocation Assistance Provided: Yes

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service and support to ensure high levels of client satisfaction. Job Requirements Proven experience as a Relationship Manager in microfinance or mutual funds, with a minimum of 1 year of experience. Strong knowledge of financial products and services, including mutual funds, investments, and savings accounts. Excellent communication and interpersonal skills are required to build strong relationships with clients and colleagues. Ability to work in a fast-paced environment and meet sales targets and deadlines. Strong analytical and problem-solving skills are needed to analyze client needs and provide effective solutions. Experience working with small finance banks or similar institutions is preferred.

Mantra Properties is looking for Senior Executive - Finance to join our dynamic team and embark on a rewarding career journey Manage financial operations, including budgeting, forecasting, financial reporting, and analysis Provide strategic financial advice to senior management, including financial planning and analysis, investment analysis, and risk management Develop and maintain financial policies, procedures, and controls to ensure compliance with accounting principles, regulations, and company policies Manage relationships with external stakeholders such as auditors, tax authorities, and financial institutions Oversee the accounting team, ensuring accurate and timely financial reporting and compliance with accounting standards Collaborate with business operations teams to develop and implement financial strategies that support business objectives Monitor and analyze financial performance metrics and develop and implement initiatives to improve financial performance Provide leadership and guidance to the finance team, fostering a culture of collaboration, accountability, and continuous improvement Participate in strategic planning and decision-making activities as a member of the senior management team Excellent analytical and problem-solving skills Strong communication and interpersonal skills

As a Senior Customer Service Representative , you will be the primary liaison between customers and internal teams, ensuring seamless order execution and exceptional service delivery. You will manage complex order-to-cash processes, resolve operational issues, and support commercial strategies across business units. You will require strong process knowledge, customer focus, team player and the ability to collaborate across functions. Responsibilities Order Processing and Fulfillment : Manage end-to-end order processing and fulfillment for high-value or complex customer accounts. Product and Service Knowledge : Maintain deep knowledge of products, services, and business processes, and apply sourcing strategies for inter-regional operations. Operational Issue Resolution : Collaborate with cross-functional teams to resolve operational issues and proactively address service challenges. Customer Relationships and Service Levels : Build strong customer relationships, ensure service levels align with business priorities, and support commercial and customer service strategies across multiple business units. Team Mentoring and Performance Metrics : Mentor team members, deliver operational training, drive performance metrics (KPIs) aligned with company goals, and provide coaching and guidance to new team members. Audit and Compliance Support : Ensure documentation and processes are audit-ready, aligned with internal controls and external regulations, and focus on digital advancement. Qualifications bachelors or masters degree in supply chain, Business, or a related field. 8-12 years of experience in customer service or order management, letters of credit and import/export order management. Proficient in MS Office (Excel, Outlook, PowerPoint). Your Skills Strong analytical and communication skills. Team Player - Works we'll across teams and supports others. Proficiency in SAP and CRM systems. Problem Solving - Ability to manage complex scenarios and make independent decisions. Strong interpersonal skills and cross-functional collaboration. Attention to detail and process expertise - Skilled in OTC processes and ERP systems. Leadership - Takes Initiative, Mentors others and drives improvement Additional notes No relocation support is provided on the role Should be flexible to work in time zones. Benefits - What Dow offers you Equitable and market-competitive base pay and bonus opportunity across our global markets, along with locally relevant incentives. Benefits and programs to support your physical, mental, financial, and social we'll-being, to help you get the care you need...when you need it. Competitive retirement program that may include company-provided benefits, savings opportunities, financial planning, and educational resources to help you achieve your long term financial-goals. Employee stock purchase programs (availability varies depending on location). Student Debt Retirement Savings Match Program (U.S. only). Dow will take the value of monthly student debt payments and apply them as if they are contributions to the Employees Savings Plan (401(k)), helping employees reach the Company match. Robust medical and life insurance packages that offer a variety of coverage options to meet your individual needs. Travel insurance is also available in certain countries/locations. Opportunities to learn and grow through training and mentoring, work experiences, community involvement and team building. Workplace culture empowering role-based flexibility to maximize personal productivity and balance personal needs. Competitive yearly vacation allowance. Paid time off for new parents (birthing and non-birthing, including adoptive and foster parents). Paid time off to care for family members who are sick or injured. Paid time off to support volunteering and Employee Resource Group s (ERG) participation. we'llbeing Portal for all Dow employees, our one-stop shop to promote we'llbeing, empowering employees to take ownership of their entire we'llbeing journey. On-site fitness facilities to help stay healthy and active (availability varies depending on location). Employee discounts for online shopping, cinema tickets, gym memberships and more. Additionally, some of our locations might offer: Transportation allowance (availability varies depending on location) Meal subsidiaries/vouchers (availability varies depending on location) Carbon-neutral transportation incentives eg bike to work (availability varies depending on location)

Graduation in Commerce / Finance or business degree (ie B .COM , BBA, M.Com, MBA and etc) Relevant Exp Required : At least 4 years to 5 years of experience in Master Data process Creation and modification of Vendors records for group and non-group companies Creation and modification of Customer records for group and non-group companies Should be aware of the entire P2P process. SAP Knowledge is a must. Good knowledge of accounting concepts Effective communication skill both written and verbal Should be open for any shift Interact with internal and external people to resolve queries we'll aware of the controls related to master data process Support the team lead/Supervisor in publishing daily reports Must To have Skills : Experience in working with Excel, Access and Power Point are required Strong problem solving skills, accounting knowledge, documentation skills, research and resolution skills, data analysis and multi-tasking skills Solid knowledge about data validation, presentation and interpretation Fast learner ie able to learn the basic accounting flow in the different systems used and transform data into usable information. Detail oriented, professional attitude, reliable Team work attitude and service minded Must be we'll organized and a self-starter Good IT skills/technical expertise Commitment, self-reliance and accuracy Possess strong organizational and time management skills Ability to contribute various lean ideas, process improvement initiatives to drive efficiency in process.

Invoice processing, Vendor reconciliation, Coding Approval, ICT reconciliation, month close activities, Discrepancy handling Ability to work independently and with a team in a fast-paced and high volume environment with emphasis on accuracy and timeliness Analysing and resolving the blocked, pending invoices. Interacting with the client/internal people query and resolve it. Preparing Report on daily basis like daily report and taking responsibility for other activity- Updating daily operational dash board, Daily team target file. Must To have Skills : At least 3-5 years of experience in accounts payable process. Possess strong organizational and time management skills Effective communication skill both written and verbal Should be open for any shifts Must be we'll organized and a self-starter Must be able to follow standard filing procedures Detail oriented, professional attitude, reliable SAP Knowledge is must. Work Mode- Work From Office- all 5 days

Invoice processing, Vendor reconciliation, Coding Approval, ICT reconciliation, month close activities, Discrepancy handling Ability to work independently and with a team in a fast-paced and high volume environment with emphasis on accuracy and timeliness Analysing and resolving the blocked, pending invoices. Interacting with the client/internal people query and resolve it. Preparing Report on daily basis like daily report and taking responsibility for other activity- Updating daily operational dash board, Daily team target file. Must To have Skills : At least 3-5 years of experience in accounts payable process. Possess strong organizational and time management skills Effective communication skill both written and verbal Should be open for any shifts Must be we'll organized and a self-starter Must be able to follow standard filing procedures Detail oriented, professional attitude, reliable SAP Knowledge is must. Work Mode- Work From Office- all 5 days

Invoice processing, Vendor reconciliation, Coding Approval, ICT reconciliation, month close activities, Discrepancy handling Ability to work independently and with a team in a fast-paced and high volume environment with emphasis on accuracy and timeliness Analysing and resolving the blocked, pending invoices. Interacting with the client/internal people query and resolve it. Preparing Report on daily basis like daily report and taking responsibility for other activity- Updating daily operational dash board, Daily team target file. Must To have Skills : At least 3-5 years of experience in accounts payable process. Possess strong organizational and time management skills Effective communication skill both written and verbal Should be open for any shifts Must be we'll organized and a self-starter Must be able to follow standard filing procedures Detail oriented, professional attitude, reliable SAP Knowledge is must.

View all listings Category Head- Noida APPLY NOW Noida Job description Job Title: Category Head Location: Noida, Sec-142. Experience: 12-16 years Job Description: As the Category Head, you will play a pivotal role in shaping the success of our organization. Your strategic mindset, leadership skills, and deep understanding of category management will be instrumental in driving business growth. Here are the key responsibilities associated with this role: 1. Category Strategy and Execution: Develop and implement comprehensive category strategies aligned with overall business objectives. Execute strategic initiatives to enhance the overall performance and market presence of the assigned category. Monitor and analyze key performance indicators to ensure the success of implemented strategies. 2. Product Lifecycle Management: Oversee the entire product lifecycle, from selection and development to retirement. Collaborate with product development teams to introduce new and innovative products. Regularly assess product performance and make data-driven decisions to optimize the assortment. 3. Financial Planning and Analysis: Develop and manage the category budget, ensuring cost-effectiveness and profitability. Conduct regular financial analyses to identify areas for cost optimization and revenue enhancement. Implement pricing strategies and promotional activities to achieve financial targets. 4. Team Leadership and Development: Lead, mentor, and develop a high-performing category team. Foster a collaborative and innovative work environment. Conduct regular team meetings, set performance expectations, and provide constructive feedback. 5. Marketing and Promotions: Collaborate with the marketing team to develop and execute effective promotional campaigns. Implement marketing strategies to increase category awareness and drive sales. Analyze marketing campaign performance and adjust strategies as needed. 6. Coordination with Channel/Internal sales force: Implement effective marketing strategy with the available sales force and gradually increase it. Push the assigned category and get the results from the available resources. Qualifications: Bachelors degree in Marketing , Communication , or a related field. Proven experience in category management, with a focus on strategic planning. Strong negotiation skills and vendor management experience. Analytical mindset with the ability to interpret complex data. Excellent leadership and team management capabilities. Effective communication and interpersonal skills.

Join us as a VP Financial Control where you'll play a pivotal role in shaping the future of the Finance Control (FC) team by managing the FC wide projects including Legal entity reporting At Barclays, we don't just adapt to the future we create it You will also be responsible for managing LEC function and related businesses by driving resolution for key business issues, To be successful as a VP Financial Control, you should have experience with: Senior finance role with a focus on book closure, collaboration and automation, LEC function including month close processes, account reconciliation, Intercompany Eliminations and substantiation, LEC knowledge includes both Trading and Banking books, Strong Review background with ability to multitask across different areas of Accounting and Controls, End to end control environment, working with both Internal and External Auditors, System architecture and project methodology Working in and leading Global projects, Working with Global stakeholders across different time zones, Some Other Highly Valued Skills May Include Strong financial background including exposure to IFRS, Bachelor's degree in finance, Accounting, or a related field, Excellent communication, articulation and presentation skills, People leadership and other soft skills, You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills, This role is based in our Noida office, Purpose of the role To manage the financial operations of the organisation, ensuring the accuracy, integrity, and reliability of financial reporting, Accountabilities Management of the preparation and presentation of accurate and timely financial statements, and other accounting records in accordance with the relevant accounting standards, rules and regulations, Support in identification,?assessment,?and mitigation of financial risks, and report on these financial risks to senior colleagues, Development and maintenance of a robust system of internal controls to safeguard assets, ensure that there is no fraudulent misreporting, and ensure the accuracy of financial data, including regular assessment of the effectiveness of internal controls addressing any weaknesses or gaps , Development and implementation of up-to-date financial policies and procedures to ensure consistent and effective financial practices across the organisation, Management of the selection, implementation, and maintenance of financial systems and software applications, including collaboration with IT colleagues to integrate financial systems with other enterprise systems, Preparation and submission of statutory and regulatory reports to authorities, and provision of support to other departments in their preparation and review of regulatory reports, Coordination with external auditors and regulatory authorities in support of audits and examinations, Vice President Expectations To contribute or set strategy, drive requirements and make recommendations for change Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures, If managing a team, they define jobs and responsibilities, planning for the departments future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements, If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard The four LEAD behaviours are: L Listen and be authentic, E Energise and inspire, A Align across the enterprise, D Develop others, OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions, Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment, Manage and mitigate risks through assessment, in support of the control and governance agenda, Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does, Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business, Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies, Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions, Adopt and include the outcomes of extensive research in problem solving processes, Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes, All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship our moral compass, helping us do what we believe is right They will also be expected to demonstrate the Barclays Mindset to Empower, Challenge and Drive the operating manual for how we behave,

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct thorough needs analysis to provide comprehensive financial planning and investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Stay up-to-date with market trends and competitor activity to stay ahead in the competition. Provide exceptional customer service and support to ensure high levels of client satisfaction. Job Requirements Proven experience as a Relationship Manager in micro finance or mutual funds, with a strong track record of success. Strong knowledge of financial products and services, including mutual funds, investments, and savings accounts. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills, with attention to detail and accuracy. Experience working with diverse client groups, including those who may be underserved by traditional banking institutions. Location - Arakonam,Chennai,Ponneri,Vellore

Grade G - Office/ CoreResponsible for developing and managing processes to support internal planning and performance management and external performance reporting, using advanced technical capabilities to support projects in own area, perform short and long-term performance analysis and insights, working collaboratively to drive continuous improvement and drive the production of management information. Entity: Finance Finance Group Job Description: Let me tell you about the role A short, sharp and descriptive role summary - need to concisely tell the candidate what the role is, an outline of its objectives and how these objectives link in with bp s overall strategy This role will sit within the Finance FBT organization, in Financial Planning and Analysis (FP&A), specializing in Finance process transformation, ideally with experience of Planning & Performance Management (PPM) process, data and system transformation. This role supports the FP&A Analytics & Digitization Solution Delivery Lead, who oversees PPM portfolio, digital strategy and implementation, as a key SME advising on BPC sustain system support. The incumbent would be potentially required to work under alternative shift arrangements to ensure appropriate overlap hours with Eastern Standard time or Asia Pacific time zones. What you will deliver Articulate key outcomes and accountabilities that this person will deliver to be successful in this role. Ensure you describe the deliverables the results you want the job holder to deliver and not the process you expect them to apply to get to these outcomes Understand the bounds of FBT FP&A Analytics and Digitization Product Sustain Team s duties relative to other partners (Technology), and work with the Digital Product Sustain Lead to resolve conflicts, as needed regarding the finance and economic modelling tool supporting the Oil & Gas business As a SME in the process and data flows, provide business and technical support (e.g. defect resolution, process training, etc.) to the users to further Sustain delivery by either delegating or performing the vital support tasks, or, when required, properly advancing the matter based on the Analytics and Digitization Sustain and Product Support Models. Lead Anansi Sustain team in completing business and technical support to the users for the solution Perform all tasks with the wider team, within the required Service Level Agreements and pursuant to the defined support models. This would require particular focus (including out of hours support) and availability during the deadlines for month end and semi-annual QPF/GFO processes Work with Digital Product Sustain Lead to establish and oversee prioritization of Product support activity (e.g., defects, enhancements, tasks). Serve as an escalation point for unresolved concerns or issues for user senior leader teams. Resolve Product-specific support-related questions from FP&A Product Team personnel. Find opportunities for both FBT and FP&A process improvement based on experience and learnings and raise them with the appropriate FBT and FP&A personnel Solid understanding of finance and economic modelling solutions Strong analytical skills to be able identify the issue in the solution with data flows General understanding of product management concepts, technical development life cycles stages and business implications therein. Deep process expertise, with strong track record of delivering process standardization for global processes (taking into account local requirements) and improvement. Competent in using process mapping software. Understanding of change management principles and experience in applying them Experience of project management delivery techniques including both Waterfall and Agile Finance background, with grounding knowledge of end-to-end financial processes, particularly finance and economic modelling. Organized and detail-oriented to manage their own tasks in the required timelines. Able to describe and discuss industry challenges prior to experience within Oil & Gas would be desirable in leading business and technical transformation; can demonstrate an understanding of organization change dynamics and how these impact cultural change. General business transformation project experience, especially digital transformation projects, including data and process change activities. Experience of working in diverse finance and technology teams (preferably in energy or technology sectors) Training experience, preferably regarding business processes. Strong teammate with ability to effectively communicate (written and oral) and collaborate in a global multi-cultural environment. Proven track record to work with subject matter authorities across the technology landscape to drive continuous improvement. Capable of quickly learning and applying concepts, processes, and procedures from detailed training materials. Comfortable working with various stakeholders to understand and resolve technological and/or process matters. Strong Social Skills - able to create opportunities for improvement and problem resolution, is aware of internal business relationships within the organization. Collaborative Style - provide demonstrable evidence of thriving in a team environment & of building positive, productive relationships that foster partnership and teamwork among people and groups. Clear and concise communicator - able to build awareness and support of the wider Finance and Business community Able to make the abstract and complex simple - understanding complex system, data and workflow requirements and translating into simple language to enable business decision making and prioritization. Comfortable operating in ambiguous environments. Proven ability to resolve problems What you will need to be successful (experience and qualifications) These are the essential requirements of the job description and should focus on quantifiable criteria Consider whether a degree and/or professional qualification is required to succeed in the role. If not a direct requirement for the role, academic achievements and professional qualifications should not be listed Must have educational qualifications : Business/Finance Degree level or equivalent Preferred education/certifications : Change Management accreditation. Finance professional qualification (CA, ACA) Minimum years of relevant experience : 8+ years of experience in a similar business area or industry Preferred experience: Experience of:. Using Python, issue resolution and influencing peer and senior collaborator management. You will work with Describe the team, key collaborators, and any unique selling points of team culture This role will have significant impact working with: Finance teams: supporting process standardization and improvement, with input from Finance customers Technology: Partnering with business SME on product design, implementation and operation to implement delivery and support product sustain Partner management and influencing at all levels Ability to problem solve, building alignment and dealing with ambiguity Compelling communicator - simple and clear (verbal and written) Additional Information There is additional DE&I and entity wording that will be automatically added At bp, we provide the following environment and benefits to you: A company culture where we respect our diverse and unified teams, where we are proud of our achievements and where fun and the attitude of giving back to our environment are highly valued Possibility to join our social communities and networks Learning opportunities and other development opportunities to craft your career path Life and health insurance, medical care package And many other benefits. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform crucial job functions, and receive other benefits and privileges of employment. Travel Requirement Up to 10% travel should be expected with this role Relocation Assistance: This role is eligible for relocation within country Remote Type: This position is not available for remote working Skills: Analysis and modelling, Analysis and modelling, Analytics, Benchmarking, Business Performance, Business process improvement, Commercial Acumen, Commercial performance management, Communication, Cost Management, Data visualization and interpretation, Decision Making, Economic evaluation methodology, Economic modelling, Financial Analysis, Group Problem Solving, Integrated Planning, Investment appraisal, Long Term Planning, Management Reporting, Managing change, Measurement and metrics, Organizational knowledge, Performance and planning, Performance management {+ 4 more}

Position: Senior TDL Developer Company: Mark IT Tally.ERP 9 and Enterprise Sales with 4-7 years of work experience selling Tally to medium and large businesses. Tally/software implementation is an added advantage. EXCELLENT knowledge of Tally.ERP 9 may apply. Tally.ERP along with services and customization. Experience: 5 8 years in enterprise software or IT services industries with proven success. Leadership: Demonstrated success in leading and growing finance teams.

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

Overview Responsibe for the controership of the business unit. The incumbent wi hep ook at every operationa metric and abe to transate to a financia objective. This roe incudes various facets of reporting, forecasting & budgeting for the organization. Constant interaction with various stakehoders to understand the business decisions and financia impact of the same Responsibiities Drive preparation of annua operating pan, budget, forecasts and actuas for business units and organization. Providing anaytica support to business teams by heping to understand P&L, baance sheet and cash fow from a business perspective and impact of financia/operationa decisions on the group. Running a anaytics on financias and parameters – dashboard creation for board and senior management to create visibiity on performance vs targets. Pricing and commercia proposa modeing for new business opportunities, based on detaied interactions with saes & deivery teams. Detaied review of a deas & deep anaysis of actuas vs the initia bids/proposa Periodica review/updation of grid saary costs assumed for proposas made for new business opportunities. Interacting with function units/business units, expaining the variances monthy, sorting out the queries and ensuring forecasting accuracy. Partnering with Finance & Business teams to execute improvement points to bring efficiency and contro over process and cost parameters. Track and highight appropriate performance measures, key performance indicators, and associated drivers. Vaidation and accuracy of monthy cost /provision across ine items Cash Forecasting and DSO contro. Support impementation and upgrade of ERP software as required. Coordination across functions incuding Saes Team, Project Management, Finance, goba deivery heads. MBA Finance from a top tier institute or CA with 0 to 2 years of reevant experience Experience in Pricing and commercia proposa modeing for new business opportunities & aso updation of grid saary costs for proposas made for new business opportunities. Experience in corporate FP&A processes such as business partnering, budgeting, forecasting, variance anaysis and management reporting Exceent communication and interpersona skis Strong anaytica skis and probem-soving skis Abiity to work effectivey in a matrix management structure Abiity to anticipate and identify opportunities to improve processes and drive efficiency

New Store Opening Head - Lab-Grown Jewelry Location: Andheri OR Kandiwali (Mumbai) Role Overview: We are seeking a highly experienced New Store Opening Head to lead the end-to-end process of launching new retail outlets. This role involves site selection, market research, store setup, operational execution, and team onboarding to ensure a seamless store opening experience. Key Responsibilities: 1. Store Launch Planning & Execution Develop and implement a structured plan for new store openings. Coordinate with internal teams (real estate, finance, legal, marketing, operations) to streamline the launch process. Ensure completion of pre-opening tasks, including permits, lease agreements, vendor finalization, and store design. Oversee store setup, including interiors, fixtures, branding, and technology installations. 2. Site Selection & Market Research Conduct feasibility studies and analyze foot traffic, competition, and customer demographics for store locations. Identify high-potential locations and negotiate lease agreements with landlords. Research successful brand launches and implement best practices. 3. Brand & Marketing Strategy for New Stores Work closely with the marketing team to plan store launch campaigns and promotional events. Ensure branding consistency in store interiors, visual merchandising, and customer experience. Drive local community engagement and PR activities for store openings. 4. Hiring & Training of New Store Teams Collaborate with HR to hire, train, and onboard store managers and sales associates. Develop training modules to align new staff with brand values and customer service standards. Set sales targets and monitor team performance post-launch. 5. Operational Setup & Vendor Coordination Manage procurement and installation of POS systems, security systems, and other store essentials. Coordinate with external vendors for store interiors, display units, and logistics. Ensure a smooth supply chain and inventory readiness for store openings. 6. Budgeting & Financial Planning Develop and manage budgets for store launches while ensuring cost efficiency. Track expenses and optimize spending on store setup and operations. Provide financial projections for store performance post-launch. Requirements: 3-5+ years of experience in launching new retail stores, preferably in jewelry, fashion, or luxury retail. Strong expertise in site selection, lease negotiations, and store operations. Proven experience in budgeting, project management, and vendor coordination. Excellent leadership and stakeholder management skills. Ability to travel frequently for store openings. Passion for retail, branding, and customer experience.