You will be joining Patni Capital Pvt Ltd, an independent financial services company located in Aurangabad. Established in 2016, we offer a wide range of services such as stock broking, mutual fund distribution, bond investments, company fixed deposits, and life & health insurance. Despite being relatively new, we have managed to capture a significant market share and are proud to have approximately 500 satisfied clients spread across India. As a Client Relationship Manager in a full-time on-site role in Aurangabad, your primary responsibility will be to nurture and enhance client relationships. This includes understanding and addressing client needs, providing financial advice and investment strategies, and ensuring overall client satisfaction. You will also manage client accounts, handle client queries, and keep clients informed about their portfolios on a regular basis. To excel in this role, you should possess strong client relationship management and interpersonal skills. A good understanding of financial services such as stock broking, mutual funds, bonds, and insurance is essential. Exceptional communication, negotiation, and problem-solving abilities are key. You must also have the capacity to comprehend and analyze financial reports and market trends, along with prior experience in customer service and client account management. A Bachelor's degree in Finance, Business Administration, or a related field is required for this position. Additionally, having relevant certifications in financial services or investment management would be advantageous. The ability to work on-site in Aurangabad is a must for this role, ensuring seamless interaction with our valued clients.,
Company Description Patni Capital Pvt Ltd is an independent Financial Services Company based in Aurangabad, established in 2016. We provide services such as stock broking, mutual fund distribution, investments in bonds, company fixed deposits, and life & health insurance. Despite our relatively short time in the market, we have achieved a notable market share and serve around 500 satisfied clients across India. Role Description This is a full-time on-site role for a Junior Accountant Tally at Patni Capital Pvt Ltd, located in Aurangabad. The Junior Accountant will be responsible for daily accounting tasks including maintaining financial records, verifying and recording transactions, preparing and reviewing financial statements, and ensuring compliance with accounting standards. Additional duties include reconciling bank statements, handling accounts payable and receivable, and assisting in audits. Qualifications Proficient in Tally and other accounting software Strong understanding of accounting principles and financial reporting Attention to detail and accuracy in work Good analytical and problem-solving skills Effective communication and organizational skills Ability to work independently and as part of a team Bachelor&aposs degree in Accounting, Finance, or a related field Experience in the financial services industry is a plus Show more Show less
You will be working at Patni Capital Pvt Ltd, an independent Financial Services Company located in Aurangabad, established in 2016. The company offers a range of services which include stock broking, mutual fund distribution, investments in bonds, company fixed deposits, as well as life & health insurance. In a relatively short span of time, we have successfully captured a significant market share and have built a loyal client base of around 500 satisfied customers spread across India. As a candidate for this position, you should possess the following qualifications: - Proficiency in Tally and other accounting software - Strong grasp of accounting principles and financial reporting - Attention to detail and accuracy in all tasks - Good analytical and problem-solving skills - Effective communication and organizational abilities - Capability to work both independently and collaboratively as part of a team - A Bachelor's degree in Accounting, Finance, or a related field - Previous experience in the financial services industry would be considered a bonus,
Company Description Patni Capital Pvt Ltd is an independent Financial Services Company based in Aurangabad, established in 2016. We provide services such as stock broking, mutual fund distribution, investments in bonds, company fixed deposits, and life & health insurance. Despite our relatively short time in the market, we have achieved a notable market share and serve around 500 satisfied clients across India. Role Description This is a full-time on-site role for a Junior Accountant Tally at Patni Capital Pvt Ltd, located in Aurangabad. The Junior Accountant will be responsible for daily accounting tasks including maintaining financial records, verifying and recording transactions, preparing and reviewing financial statements, and ensuring compliance with accounting standards. Additional duties include reconciling bank statements, handling accounts payable and receivable, and assisting in audits. Qualifications Proficient in Tally and other accounting software Strong understanding of accounting principles and financial reporting Attention to detail and accuracy in work Good analytical and problem-solving skills Effective communication and organizational skills Ability to work independently and as part of a team Bachelor's degree in Accounting, Finance, or a related field Experience in the financial services industry is a plus