We are hiring a Manager for Wealth Management and Insurance to lead and expand our growing financial services division. This is a leadership role ideal for a candidate who has successfully led teams, driven high sales numbers , and wants to build and scale a department from the ground up. Key Responsibilities: Lead the Department: Oversee the entire Wealth Management division (Including Mutual Funds, Investments, Insurance, Pension Funds, etc.) Team Building & Development: Oversee and monitor - Hiring right candidates and mentoring team members to achieve business goals. Sales Team Management: Lead and motivate the sales team to meet monthly and quarterly targets. Drive New Business: Identify and pursue new client acquisition and cross-selling opportunities. Sales Strategy: Plan and execute strategies to drive revenue growth in wealth, Investments and insurance products. MIS Reporting: Prepare and maintain regular MIS reports and presentations for management on periodic basis. Client Relationship Management: Maintain strong client relationships, ensure service quality, and enhance client satisfaction. Key Requirements: Minimum 3-5 years of experience in Wealth Management, Insurance, or Financial Services in a leadership role. Proven track record of achieving and exceeding sales targets . Experience in training and managing teams in a high-performance sales environment. Strong command over English (written and spoken) ; fluency in Tamil and Hindi is a must. Proficiency in MS Excel, Word, and PowerPoint – must have handled MIS reporting in previous roles. Strong interpersonal, leadership, and organizational skills. In-depth knowledge of investment and insurance products . Preferred Qualifications: Professional certifications like CFP, NISM, IRDAI qualifications are a plus. Strategic mindset with a passion for client success and team growth. Experience Required: Minimum 3-5 years in Wealth Management, Financial Services, or Insurance (Must have led teams and driven high sales growth) Job Types: Full-time, Permanent Pay: ₹500,000.00 - ₹1,200,000.00 per year Benefits: Cell phone reimbursement Paid sick time Provident Fund Schedule: Day shift Supplemental Pay: Commission pay Performance bonus Yearly bonus Ability to commute/relocate: T Nagar, Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required) Experience: Field sales: 3 years (Required) Language: English, Tamil (Required) License/Certification: financial planning or Wealth Management Certification (Preferred) Willingness to travel: 25% (Preferred) Work Location: In person
About Us: Traecit Business Consultants, operating under the brand Expertpoint.in, is a growing consulting firm offering end-to-end solutions in accounting, audit, taxation, and business advisory. We support startups, SMEs, and corporates in simplifying compliance and finance operations with a focus on accuracy, integrity, and technology-driven execution Key Responsibilities: Accounting & Bookkeeping Maintain day-to-day accounting in Tally, Zoho Books, or other platforms Handle ledgers, bank reconciliations, journal entries, and account finalization Generate financial statements and MIS reports Taxation (Direct & Indirect) Prepare and file GST returns, TDS returns, and income tax returns Assist in tax computation and planning Coordinate with clients on tax-related documentation and queries Audit Support Assist in statutory and internal audits for clients Prepare audit working papers, schedules, and supporting documents Work closely with auditors and ensure timely audit closure General Compliance Ensure timely submission of returns and statutory payments Maintain proper documentation and record-keeping as per audit and tax requirements Stay updated on tax laws, accounting standards, and regulatory changes Skills & Qualifications: B.Com / M.Com / CA Inter or equivalent qualification Knowledge of GST, TDS, and basic income tax provisions Experience with accounting software (Tally, Zoho Books, Excel, etc.) Strong attention to detail and numerical accuracy Good communication and interpersonal skills Ability to manage multiple client assignments simultaneously What We Offer: Exposure to varied industries and real-world client work Opportunity to grow in accounting, audit, and taxation domains Supportive and collaborative work culture Continuous learning and hands-on experience with modern tools Location Note: This is a Chennai-based full-time on-site position . Remote or hybrid working options are not available . Job Type: Full-time Pay: From ₹20,000.00 per month Benefits: Paid time off Provident Fund Schedule: Day shift Supplemental Pay: Yearly bonus Ability to commute/relocate: Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (Preferred) Application Question(s): What is your current CTC ? What is you Expected CTC? Can you join immediately? If No, please share your current notice period in days. Experience: Accounting: 2 years (Required) Auditing: 2 years (Required) Work Location: In person
About Us: Traecit Business Consultants, operating under the brand Expertpoint.in, is a growing consulting firm offering end-to-end solutions in accounting, audit, taxation, and business advisory. We support startups, SMEs, and corporates in simplifying compliance and finance operations with a focus on accuracy, integrity, and technology-driven execution Key Responsibilities: Accounting & Bookkeeping Maintain day-to-day accounting in Tally, Zoho Books, or other platforms Handle ledgers, bank reconciliations, journal entries, and account finalization Generate financial statements and MIS reports Taxation (Direct & Indirect) Prepare and file GST returns, TDS returns, and income tax returns Assist in tax computation and planning Coordinate with clients on tax-related documentation and queries Audit Support Assist in statutory and internal audits for clients Prepare audit working papers, schedules, and supporting documents Work closely with auditors and ensure timely audit closure General Compliance Ensure timely submission of returns and statutory payments Maintain proper documentation and record-keeping as per audit and tax requirements Stay updated on tax laws, accounting standards, and regulatory changes Skills & Qualifications: B.Com / M.Com / CA Inter or equivalent qualification Knowledge of GST, TDS, and basic income tax provisions Experience with accounting software (Tally, Zoho Books, Excel, etc.) Strong attention to detail and numerical accuracy Good communication and interpersonal skills Ability to manage multiple client assignments simultaneously What We Offer: Exposure to varied industries and real-world client work Opportunity to grow in accounting, audit, and taxation domains Supportive and collaborative work culture Continuous learning and hands-on experience with modern tools Location Note: This is a Chennai-based full-time on-site position . Remote or hybrid working options are not available . Job Type: Full-time Pay: ₹30,000.00 - ₹40,000.00 per month Benefits: Paid time off Provident Fund Ability to commute/relocate: T Nagar, Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required) Application Question(s): What is your current CTC ? What is you Expected CTC? Can you join immediately? If No, please share your current notice period in days. Experience: Accounting: 3 years (Required) Auditing: 3 years (Required) Work Location: In person
About Us: Traecit Business Consultants, operating under the brand Expertpoint.in, is a growing consulting firm offering end-to-end solutions in accounting, audit, taxation, and business advisory. We support startups, SMEs, and corporates in simplifying compliance and finance operations with a focus on accuracy, integrity, and technology-driven execution Key Responsibilities: Accounting & Bookkeeping Maintain day-to-day accounting in Tally, Zoho Books, or other platforms Handle ledgers, bank reconciliations, journal entries, and account finalization Generate financial statements and MIS reports Taxation (Direct & Indirect) Prepare and file GST returns, TDS returns, and income tax returns Assist in tax computation and planning Coordinate with clients on tax-related documentation and queries Audit Support Assist in statutory and internal audits for clients Prepare audit working papers, schedules, and supporting documents Work closely with auditors and ensure timely audit closure General Compliance Ensure timely submission of returns and statutory payments Maintain proper documentation and record-keeping as per audit and tax requirements Stay updated on tax laws, accounting standards, and regulatory changes Skills & Qualifications: B.Com / M.Com / CA Inter or equivalent qualification Knowledge of GST, TDS, and basic income tax provisions Experience with accounting software (Tally, Zoho Books, Excel, etc.) Strong attention to detail and numerical accuracy Good communication and interpersonal skills Ability to manage multiple client assignments simultaneously What We Offer: Exposure to varied industries and real-world client work Opportunity to grow in accounting, audit, and taxation domains Supportive and collaborative work culture Continuous learning and hands-on experience with modern tools Location Note: This is a Chennai-based full-time on-site position . Remote or hybrid working options are not available . Job Type: Full-time Pay: ₹30,000.00 - ₹40,000.00 per month Benefits: Paid time off Provident Fund Ability to commute/relocate: T Nagar, Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required) Application Question(s): What is your current CTC ? What is you Expected CTC? Can you join immediately? If No, please share your current notice period in days. Experience: Accounting: 3 years (Required) Auditing: 3 years (Required) Work Location: In person
About Us: Traecit Business Consultants, operating under the brand Expertpoint.in, is a growing consulting firm offering end-to-end solutions in accounting, audit, taxation, and business advisory. We support startups, SMEs, and corporates in simplifying compliance and finance operations with a focus on accuracy, integrity, and technology-driven execution Key Responsibilities: Accounting & Bookkeeping Maintain day-to-day accounting in Tally, Zoho Books, or other platforms Handle ledgers, bank reconciliations, journal entries, and account finalization Generate financial statements and MIS reports Taxation (Direct & Indirect) Prepare and file GST returns, TDS returns, and income tax returns Assist in tax computation and planning Coordinate with clients on tax-related documentation and queries Audit Support Assist in statutory and internal audits for clients Prepare audit working papers, schedules, and supporting documents Work closely with auditors and ensure timely audit closure General Compliance Ensure timely submission of returns and statutory payments Maintain proper documentation and record-keeping as per audit and tax requirements Stay updated on tax laws, accounting standards, and regulatory changes Skills & Qualifications: B.Com / M.Com / CA Inter or equivalent qualification Knowledge of GST, TDS, and basic income tax provisions Experience with accounting software (Tally, Zoho Books, Excel, etc.) Strong attention to detail and numerical accuracy Good communication and interpersonal skills Ability to manage multiple client assignments simultaneously What We Offer: Exposure to varied industries and real-world client work Opportunity to grow in accounting, audit, and taxation domains Supportive and collaborative work culture Continuous learning and hands-on experience with modern tools Location Note: This is a Chennai-based full-time on-site position . Remote or hybrid working options are not available . Job Type: Full-time Pay: ₹30,000.00 - ₹40,000.00 per month Benefits: Paid time off Provident Fund Ability to commute/relocate: T Nagar, Chennai, Tamil Nadu: Reliably commute or planning to relocate before starting work (Required) Application Question(s): What is your current CTC ? What is you Expected CTC? Can you join immediately? If No, please share your current notice period in days. Experience: Accounting: 3 years (Required) Auditing: 3 years (Required) Work Location: In person