Role & responsibilities Sl No Roles & Responsibilities Remarks 1 MDs Travel Arrangements Based on MDs instruction, requisitioning air or train ticket, hotel and local transportation. 2 Ensuring Visa & Passports Validity Being conversant with the travel arrangement requirements and coordinating the same. 3 Expenses bills collection After the tour MD, Collecting the bills for expenses statement preparation 4 MD’s Expenses statement preparation After collecting the bills or receiving credit card statement whichever is an earlier statement need to be prepared in a timely manner. 5 Credit card payment After getting the credit card statement, need to take approval from MD forward to accounts for payment. Follow-up for payment in time. 6 Ensure that all the annual and quarterly personal insurance and other commitments are met Preparing a table of the various financial obligations of the MC and ensuring that these are notified to him and the necessary funds disbursed in a timely manner to avoid the lapsing of any policies. 7 MD’s Itinerary maintenance Maintaining the MD’s Itinerary & Information to accounts for MD’s itinerary before the travel begins 8 Arrangements for meetings at Head Office and Conferences Arrangement for meetings and conferences as per MD’s Instruction and coordinating the various aspects of the same –AIR, Car, Bus, Hotel etc., 9 MD’s Bank Accounts maintenance Before issuing the MD’s checks ,ensuring that the requisite balance are maintained 10 Booking cab services As per MD’s instruction, cab booking for visitors/our Directors/Span employees etc., 11 Phone calls arrangement As per MD’s instruction arranging the calls to vendor as well as customers. 12 Money arrangement for foreign travel Buying the currency as per instruction & arranging the same to MD’s travel 13 Travel & accommodation As per CEO approval booking travel arrangements & accommodation when necessary. 13 Support-Admin activities Maintenance of courier inward register-daily basis attending the calls & transfer the same to respective intercom numbers. 14 Other support Provide the accounting and administration departments with defined support when the MD is either not in the office or has not assigned any work Preferred candidate profile Female candidate with excellant communication
Role & responsibilities 1. Daily update of Collection report received from Clients & Cross check with client sales in LIMS & SAP 2. Making Cash Entries in LIMS & SAP 3. Depositing the Cash and Cheque to Bank. 4. PDC Cheque List maintaining. 5. Cash Book Management 6. If any Ch bounces, update to Branches and follow-up with Bank for Hard copy of the Ch and follow-up with branch for Re-collection of amounts, if this needs to proceed with legal pass it to Bharathi Patil for further process. 7. Providing Client Ledger to Sales persons. 8. Providing Bills to the Clients. 9. Preparation of Collection Projection v/s Actual Collection report and update to Management 10. Customer Ledger Reconciliation & Obtain balance confirmation at the year-end. 1. After getting information from HO, follow-up for stock 2. After stock received, sending the details for GRN and Sending the invoices scan copies for accounting. 3. Stock take every Month 1. Review of customer advances against Sales. 2. Updating the customer Advance details with ageing. 1. Monitoring the Credit Card Settlement. 2. Monitoring the PayTM Payment. 3. Monitoring the Rozor Pay payment 1. Sending all utility bills to HO for the payment. 2. Follow-up for the payments. 3. Maintaining Utility Tracker. Reconciliation of the Customer Maintenance of Petty cash at branch level and getting reimbursed from HO Any other work assigned by HO Preferred candidate profile Male candidate with minimum one year experience Perks and benefits Medical and Accidental Insurance, PF, ESI and Gratuity
Role & responsibilities AR Sales Follow-Up: Monitor accounts receivable and ensure accurate and timely invoicing. Follow up with customers regarding outstanding payments, resolving queries and discrepancies. Collaborate with the finance department to reconcile payment records and update AR reports. Customer Follow-Up and Engagement: Engage with customers to gather feedback, address concerns, and ensure their needs are met satisfactorily. Proactively communicate with customers to maintain a positive relationship and encourage loyalty. Monitor customer interactions and trends to improve engagement strategies. Co-ordination with Sales Team: Work closely with the sales team to understand customer requirements, sales objectives, and ongoing campaigns. Assist sales personnel in preparing customized proposals, presentations, and reports for clients. Update the CRM system with relevant sales information and customer interactions. Outstanding Amount Follow-Up: Implement effective strategies to ensure timely collection of outstanding payments from customers. Collaborate with internal teams to address any customer disputes and payment discrepancies. Maintain accurate records of collection efforts and interactions with customers. CRM Management: Administer and manage the CRM system, ensuring accurate data entry and regular updates. Generate reports and analyze CRM data to identify trends, opportunities, and areas for improvement. Provide training and support to team members on CRM usage and best practices. Data Analysis and Reporting: Prepare regular reports and dashboards to provide insights into AR sales, customer engagement, and outstanding amounts. Utilize data analysis to identify patterns and opportunities for process optimization. Qualifications and Skills: Bachelor's degree. Previous experience (1 years) in a CRM or customer-facing role, preferably in the healthcare or diagnostic industry. Strong interpersonal and communication skills. Detail-oriented with excellent organizational abilities. Analytical mindset with the ability to interpret data and derive actionable insights. Ability to work independently and collaboratively within cross-functional teams. Problem-solving skills and a proactive attitude. Preferred candidate profile Female candidate with effective communication
Reporting To: Sr. Accounts Manager Your primary responsibility will be to oversee and manage the purchase, inventory, and related financial processes to ensure efficient and cost-effective operations. You will work closely with various departments and senior management to achieve our business objectives. Key Responsibilities and Actions: 1. Deal Calculation: Based on orders received from the sales team, calculate the margin. Seek approval from CFO/CEO/GM if the margin falls below 18%. 2. Purchase Orders - Domestic: Place orders with approved vendors post-CFO approval. Follow up on order confirmations. For advance payment cases, obtain CFO approval and arrange payments. Post-payment, follow up on shipments. 3. Purchase Orders Foreign: Raise purchase orders to respective Principals based on CFO approval. Coordinate with CFO for PO submission to Principals and order confirmation. Coordinate with forwarders for stock pickup, in coordination with the CFO. Handle customs duty payments for foreign stocks. 4. Complete Purchase Process: Gather stock requirements from all locations. Analyze stock requirements with existing inventory and past sales data. Prepare final stock and equipment requirements for orders. Manage goods receipt at branches and locally, including document handling and GRN creation. Handle invoice posting for both domestic and foreign vendors. Account for expenses related to imports (e.g., freight and C & F agency bills). Coordinate with the logistics team for timely material pickup and delivery. 5. Inventory: Conduct physical inventory confirmation at all branches quarterly. Perform physical verification of inventory in Bangalore. Prepare disposable stock statements and exceptional stock reports. Generate stock statements and other reports as needed. 6. MIS Reports: Generate monthly stock reports. Prepare monthly sales reports. Create exceptional stock reports every 15 days. Assist the Financial Manager in preparing MIS reports. Review daily open purchase order reports, DC pending reports, and GRN-made bills not booked reports. 7. AMC and Tender Deposits Review: Identify AMC cases and raise invoices in coordination with branches and the sales team. Review tender deposits and follow up with relevant parties for expired BG/FDR. Qualifications: B.COM Working knowledge of TDS calculations, GST, E-TDS, Preparation and filing of GST returns along with supporting/workings for review. Maintenance of reconciliation of purchases in books with GSTR-2B/2A Communicating with clients on call/email for follow ups/queries/issues related to GST compliance Preferred Male Candidate Proven experience in purchase management, inventory control, and financial analysis. Strong knowledge of purchase processes, inventory management, and finance. Excellent analytical and problem-solving skills. Proficiency in using MS Office and relevant software. Strong communication and interpersonal skills. Ability to work collaboratively with cross-functional teams.
Role & responsibilities 1. Daily update of Collection report received from Clients & Cross check with client sales in LIMS & SAP 2. Making Cash Entries in LIMS & SAP 3. Depositing the Cash and Cheque to Bank. 4. PDC Cheque List maintaining. 5. Cash Book Management 6. If any Ch bounces, update to Branches and follow-up with Bank for Hard copy of the Ch and follow-up with branch for Re-collection of amounts, if this needs to proceed with legal pass it to Bharathi Patil for further process. 7. Providing Client Ledger to Sales persons. 8. Providing Bills to the Clients. 9. Preparation of Collection Projection v/s Actual Collection report and update to Management 10. Customer Ledger Reconciliation & Obtain balance confirmation at the year-end. 1. After getting information from HO, follow-up for stock 2. After stock received, sending the details for GRN and Sending the invoices scan copies for accounting. 3. Stock take every Month 1. Review of customer advances against Sales. 2. Updating the customer Advance details with ageing. 1. Monitoring the Credit Card Settlement. 2. Monitoring the PayTM Payment. 3. Monitoring the Rozor Pay payment 1. Sending all utility bills to HO for the payment. 2. Follow-up for the payments. 3. Maintaining Utility Tracker. Reconciliation of the Customer Maintenance of Petty cash at branch level and getting reimbursed from HO Any other work assigned by HO Preferred candidate profile Male candidate with minimum one year experience Perks and benefits Medical and Accidental Insurance, PF, ESI and Gratuity
Reporting To: Sr. Accounts Manager Your primary responsibility will be to oversee and manage the purchase, inventory, and related financial processes to ensure efficient and cost-effective operations. You will work closely with various departments and senior management to achieve our business objectives. Key Responsibilities and Actions: 1. Deal Calculation: Based on orders received from the sales team, calculate the margin. Seek approval from CFO/CEO/GM if the margin falls below 18%. 2. Purchase Orders - Domestic: Place orders with approved vendors post-CFO approval. Follow up on order confirmations. For advance payment cases, obtain CFO approval and arrange payments. Post-payment, follow up on shipments. 3. Purchase Orders Foreign: Raise purchase orders to respective Principals based on CFO approval. Coordinate with CFO for PO submission to Principals and order confirmation. Coordinate with forwarders for stock pickup, in coordination with the CFO. Handle customs duty payments for foreign stocks. 4. Complete Purchase Process: Gather stock requirements from all locations. Analyze stock requirements with existing inventory and past sales data. Prepare final stock and equipment requirements for orders. Manage goods receipt at branches and locally, including document handling and GRN creation. Handle invoice posting for both domestic and foreign vendors. Account for expenses related to imports (e.g., freight and C & F agency bills). Coordinate with the logistics team for timely material pickup and delivery. 5. Inventory: Conduct physical inventory confirmation at all branches quarterly. Perform physical verification of inventory in Bangalore. Prepare disposable stock statements and exceptional stock reports. Generate stock statements and other reports as needed. 6. MIS Reports: Generate monthly stock reports. Prepare monthly sales reports. Create exceptional stock reports every 15 days. Assist the Financial Manager in preparing MIS reports. Review daily open purchase order reports, DC pending reports, and GRN-made bills not booked reports. 7. AMC and Tender Deposits Review: Identify AMC cases and raise invoices in coordination with branches and the sales team. Review tender deposits and follow up with relevant parties for expired BG/FDR. Qualifications: B.COM Working knowledge of TDS calculations, GST, E-TDS, Preparation and filing of GST returns along with supporting/workings for review. Maintenance of reconciliation of purchases in books with GSTR-2B/2A Communicating with clients on call/email for follow ups/queries/issues related to GST compliance Preferred Male Candidate Proven experience in purchase management, inventory control, and financial analysis. Strong knowledge of purchase processes, inventory management, and finance. Excellent analytical and problem-solving skills. Proficiency in using MS Office and relevant software. Strong communication and interpersonal skills. Ability to work collaboratively with cross-functional teams.