Job Summary: The Front Desk Executive serves as the first point of contact for visitors and clients. The role involves managing the reception area, handling administrative support, maintaining professionalism in all communications, and ensuring a positive and welcoming environment at the front desk. Key Responsibilities: Greet and welcome visitors with a positive, professional attitude. Answer incoming calls and redirect them to the appropriate department. Maintain visitor logs and ensure security procedures are followed. Manage incoming and outgoing couriers and emails. Schedule appointments, meetings, and maintain calendars for key personnel. Provide basic and accurate information in-person and via phone/email. Maintain the front desk area to ensure cleanliness and a welcoming appearance. Coordinate with internal departments for administrative support. Assist in handling general office administrative tasks as assigned.
C.A Firm Experience compulsory GST/ TDS/ Basic Accountant Taiily / Genius Software Audit Experience Must
Job Responsibilities: Develop and execute sales strategies for Life Insurance, General Insurance, Health Insurance, and Mutual Fund products. Recruit, train, and manage a team of advisors/distributors to drive business growth. Build and maintain strong client relationships; ensure policy renewals and investor satisfaction. Analyze customer financial needs and recommend suitable insurance & investment products. Organize client meetings, presentations, and investor awareness programs. Achieve monthly and annual sales targets across all product verticals. Collaborate with marketing & operations teams to optimize sales processes. Key Skills & Competencies: Strong knowledge of insurance (life, health, general) and mutual funds. Proven track record in sales & business development. Excellent communication, negotiation & leadership skills. Ability to manage and motivate a sales team. Customer-centric with strong networking abilities.
Internal Audit Services: Lead and execute internal audit assignments for a diverse portfolio of clients. Develop risk-based audit plans, conduct process walkthroughs, and test internal controls for effectiveness. Identify control gaps, operational inefficiencies, and areas of non-compliance. Prepare clear, concise, and impactful audit reports with actionable recommendations for management. Follow up with clients to ensure the implementation of agreed-upon recommendations. Financial Automation: Analyze clients' existing accounting and finance processes to identify opportunities for automation and improvement. Assist in the implementation and management of financial automation tools and software. Provide training and support to client teams on new, automated processes to ensure smooth adoption. Stay updated with the latest trends in FinTech and financial automation. CFO Services: Assist in delivering virtual/outsourced CFO services, including budgeting, forecasting, and cash flow management. Prepare and analyze MIS reports, financial statements, and key performance dashboards to provide clients with critical business insights. Offer strategic advice on financial planning and performance improvement. Required Skills & Qualifications: Education: Bachelor's or Master’s degree in Commerce, Finance, or a related field. Experience: A minimum of 3-5 years of proven experience working within an internal audit department or in a similar audit-focused role. Technical Skills: Strong, in-depth knowledge of accounting principles, audit methodologies, and internal control frameworks. High proficiency in MS Excel is mandatory (VLOOKUP, HLOOKUP, PivotTables, etc.). Hands-on experience with accounting software like Tally, ERP, etc. Soft Skills: Excellent analytical, logical, and problem-solving skills. Strong client management and communication skills. A meticulous and detail-oriented approach to work. Preferred Candidate Profile: CA-Inter (IPCC) qualified candidates are strongly preferred. Completion of CA Articleship is highly desirable. Demonstrated interest and acumen in leveraging technology for financial process improvement.
Strong Communication Skills Ability to Close Deals via Telephonic Conversation Long-Term Vision to Grow with the Company
Job Description 1. Job Title: Manager - Finance, Audit & Automation 2. Location: Vesu,Surat, Gujarat 3. Job Summary: We are seeking a diligent, analytical, and hands-on professional to manage and grow our key service verticals: Financial Automation, outsourced CFO Services, and Internal Audit. The ideal candidate will be a results-oriented individual with a strong foundation in internal audit processes and an excellent understanding of financial management. This role involves direct client interaction, process analysis, and team oversight to deliver high-quality financial solutions. 4. Key Responsibilities: Internal Audit Services: Lead and execute internal audit assignments for a diverse portfolio of clients. Develop risk-based audit plans, conduct process walk through, and test internal controls for effectiveness. Identify control gaps, operational inefficiencies, and areas of non-compliance. Prepare clear, concise, and impact audit reports with actionable recommendations for management. Follow up with clients to ensure the implementation of agreed-upon recommendations. Financial Automation: Analyze clients' existing accounting and finance processes to identify opportunities for automation and improvement. Assist in the implementation and management of financial automation tools and software. Provide training and support to client teams on new, automated processes to ensure smooth adoption. Stay updated with the latest trends in FinTech and financial automation. CFO Services: Assist in delivering virtual/outsourced CFO services, including budgeting, forecasting, and cash flow management. Prepare and analyze MIS reports, financial statements, and key performance dashboards to provide clients with critical business insights. Offer strategic advice on financial planning and performance improvement. 5. Required Skills & Qualifications: Education: Bachelor's or Master’s degree in Commerce, Finance, or a related field. Experience: A minimum of 3-5 years of proven experience working within an internal audit department or in a similar audit-focused role. Technical Skills: Strong, in-depth knowledge of accounting principles, audit methodologies, and internal control frameworks. High proficiency in MS Excel is mandatory (VLOOKUP, HLOOKUP, PivotTables, etc.). Hands-on experience with accounting software like Tally, ERP, etc. Soft Skills: Excellent analytical, logical, and problem-solving skills. Strong client management and communication skills. A meticulous and detail-oriented approach to work. 6. Preferred Candidate Profile: CA-Inter (IPCC) qualified candidates are strongly preferred. Completion of CA Article ship is highly desirable. Demonstrated interest and acumen in leveraging technology for financial process improvement.
Key Responsibilities: 🔹 Mastery in Tally ERP: Data entry & Management 🔹 Transaction Handling: Sales & Purchase Entry 🔹 Invoicing: Accurate Billing & Invoice Preparation 🔹 Records: Daily Record Maintenance & Reporting 🔹 Support: Basic Accounts Support & Documentation ✨ Requirement: Speed, Accuracy & High Responsibility. * Experience is a MUST. * Open to all genders. * Must have a mindset for Long-term Stability & Growth.
Key Responsibilities: * Handle daily production operations * Manpower supervision & production planning * Machine operation & material flow monitoring * Maintain quality control standards * Prepare and update daily production reports * Guide, train, and lead the production team * Ensure safety compliance * Technical troubleshooting in elevator components manufacturing Experience in elevator components / machinery preferred * Strong technical knowledge & problem-solving skills
Role Summary Responsible for end-to-end handling of general insurance products, including Motor, Health, and Fire/Factory policies. The role focuses on client acquisition, documentation, risk assessment support, policy issuance, renewals, claims coordination, and customer servicing. The position requires strong communication, product knowledge, regulatory awareness, and client relationship management. Key Responsibilities 1. Motor Insurance * Generate new leads for two-wheeler, four-wheeler, and commercial vehicle insurance. * Perform risk profiling and calculate IDV, premiums, and NCB benefits. * Prepare quotations, comparison sheets, and timely issuance of policies. * Handle inspections for break-in policies through approved surveyors. * Coordinate for endorsements, corrections, and policy renewals. * Assist customers in filing and tracking claims with surveyors and insurers. 2. Health Insurance * Explain product features such as sum insured, floater benefits, pre-existing disease rules, waiting periods, and cashless networks. * Identify suitable health plans for individuals, families, and corporate clients. * Complete proposal forms, medical requirements, and KYC compliance. * Manage renewals proactively to avoid policy lapses. * Coordinate with TPA and hospital networks for cashless and reimbursement claims. 3. Fire & Factory Insurance * Conduct preliminary risk assessment discussions with clients for fire, burglary, stock, machinery, and industrial coverage. * Collect site details, asset valuation, and risk exposure data. * Generate quotations for Standard Fire and Special Perils (SFSP), Industrial All-Risk, and related policies. * Support surveyor appointments, inspection arrangements, and compliance documentation. * Manage endorsements, add-ons, mid-term changes, and renewal negotiations. Client Service & Relationship Management * Maintain strong relations with existing clients for repeat business. * Provide prompt after-sales support and resolve customer queries. * Ensure policy delivery, document record management, and MIS reporting. Compliance & Coordination * Complete all regulatory requirements as per IRDAI guidelines. * Maintain accurate data, proposal forms, receipts, and compliance documents. * Coordinate with insurance companies, TPAs, surveyors, and underwriting teams. Skills & Competencies * Solid understanding of motor, health, and fire insurance products. * Strong communication and negotiation skills. * Ability to analyze customer needs and recommend suitable coverage. * Knowledge of claim processes and documentation. * Good command over MS Office and CRM tools. * Detail-oriented with strong follow-up discipline. Qualification & Experience * Graduate in any discipline; certification in insurance preferred. * Minimum 1–3 years of experience in general insurance sales or operations. Key Performance Indicators (KPIs) * Number of new policies sourced per month. * Renewal retention ratio. * TAT for policy issuance and servicing. * Customer satisfaction and referral business. * Claim assistance accuracy and timeliness.