Founded on Service Built on Trust

• Prepare and review financial statements, ensuring compliance with accounting standards and regulations.
• Manage TDS and GST compliance, including preparation and filing of returns, and addressing any queries from tax authorities.
• Conduct detailed financial analysis and forecasting to support business decisions.
• Provide guidance on tax planning and compliance for clients, ensuring adherence to applicable laws.
• Assist in audits and prepare necessary documentation and schedules for auditors.
• Maintain accurate and up-to-date financial records and documentation.
• Collaborate with cross-functional teams to provide financial insights and support strategic initiatives.
• Stay updated on changes in tax regulations and accounting standards, advising management accordingly.

Qualifications:

• Chartered Accountant (CA) designation from ICAI passed before 2020.
• Strong understanding of TDS and GST regulations.
• Minimum 8-5 years of experience in accounting or financial management.
• Proficient in accounting software and MS Office Suite.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

• Non target job
• Female candidate only

Role is focused on client servicing, policy management, and claims support, ensuring a seamless customer experience. This is a service-oriented position with no sales targets. We are specifically looking for a female candidate who excels in communication, relationship management, and customer support.

Key Responsibilities:

1. Client Relationship Management

• Serve as the primary contact for assigned clients, handling inquiries and requests.
• Build and maintain strong relationships to enhance client satisfaction.
• Provide personalized solutions and support to policyholders.

2. Policy Servicing & Renewals

• Assist clients with policy issuance, endorsements, renewals, and modifications.
• Ensure timely follow-ups for policy renewals, with no sales pressure.
• Coordinate with underwriting and operations teams for smooth policy processing.

3. Claims Assistance

• Guide clients through the claims process, including documentation and settlements.
• Liaise with internal claims teams and external assessors for faster resolutions.
• Ensure a smooth and transparent claims experience for clients.

4. Compliance & Documentation

• Ensure adherence to regulatory guidelines and company policies.
• Maintain accurate records of client interactions, policies, and claims.
• Assist in audits and regulatory reporting as required.

Key Skills & Competencies:

• Excellent communication and interpersonal skills.
• Customer-focused with strong problem-solving abilities.
• Knowledge of general insurance policies, claims processes, and regulations.
• Ability to multitask and handle client requests efficiently.
• Proficiency in MS Office.

Job Description

• Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
• Conducting in-depth economic assessments to analyse clients’ current financial situations and identify areas for growth and improvement.
• Developing personalised financial plans and investment strategies aligned with client’s objectives and risk profiles.
• Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
• Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients’ changing needs.
• Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
• Collaborating with internal teams, to offer comprehensive financial solutions to clients.
• Helping the company meet its financial objectives through personalised financial planning.
• Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Job Description: 

We are seeking a highly skilled and motivated Fundamental Research Analyst to join our team. The selected candidate would be responsible for fundamental equity research and creating and implementing rule-based equity investment strategies that consistently outperform industry benchmarks. This role involves working in collaboration with a team of fundamental analysts to develop and fine-tune multiple strategies, with a primary focus on achieving Alpha generation targets. 

Key Responsibilities: 

1. Analyze and build advanced rule-based strategies from scratch for equity investments
2. Back-test these strategies rigorously to ensure their effectiveness
3. Implement and monitor these strategies to achieve consistent risk-adjusted investment returns
4. Possess a strong understanding of equity markets, with expertise in fundamental analysis
5. Demonstrate skill, aptitude, and speed in analyzing complex financial data using Excel
6. Work closely with a team of fundamental analysts to contribute to the development of multiple investment strategies
7. Preparing sophisticated fundamental Report on Sector / Industry / Stocks and financial modeling
8. Communicating with HNI / Corporate / Institution clients

Desired Educational Qualifications: 

• MBA (Finance) from a reputed collegeand/or pursuing CFA 
• NISM Research Analyst Module
• NISM Investment Advisory Module would carry extra weightage

Job Summary:

The Process Coordinator is responsible for overseeing, coordinating, and optimizing business processes to ensure efficiency and compliance. This role involves working across departments, monitoring workflows, identifying areas for improvement, and ensuring that standard operating procedures (SOPs) are followed consistently.

Key Responsibilities:

• Coordinate and monitor daily operational processes across departments.
• Ensure adherence to company policies, procedures, and compliance standards.
• Identify inefficiencies and suggest process improvements.
• Collaborate with teams to document and implement best practices.
• Maintain and update process documentation, workflows, and SOPs.
• Track key performance indicators (KPIs) and prepare periodic reports.
• Assist in training staff on new processes and systems.
• Facilitate communication between departments to resolve process-related issues.
• Support audits and ensure documentation is accurate and complete.

Required Skills & Qualifications:

• Bachelor’s degree in Business Administration, BCOM
• Excellent communication and interpersonal abilities.
• Proficient in Microsoft Office (Excel, Word, PowerPoint); knowledge of workflow tools (e.g., ERP, CRM) is a plus.
• Attention to detail and a proactive approach to problem-solving.