TDS and GST Compliance: Ensure accurate and timely filing of TDS returns and GST returns, including monthly, quarterly, and annual filings.
Tax Planning: Provide strategic tax planning advice to optimize tax liabilities and minimize tax burdens for the organization.
Tax Audits: Coordinate and manage tax audits conducted by tax authorities, ensuring compliance with all relevant tax laws and regulations.
Accounting and Bookkeeping: Oversee the general accounting functions, including journal entries, account reconciliations, and financial reporting.
Financial Analysis: Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements.
Financial Reporting: Assist in the preparation of various financial reports, such as management reports, board reports, and statutory financial statements.
Tax Advisory: Provide expert tax advice on various tax matters, including transfer pricing, tax structuring, and international tax compliance.
Team Management: Lead and mentor a team of accounting professionals, ensuring their efficiency, accuracy, and adherence to best practices.
Process Improvement: Identify opportunities to improve accounting processes and procedures, enhancing efficiency and accuracy.
Stay Updated: Keep abreast of changes in tax laws and regulations, ensuring compliance and utilizing new opportunities for tax optimization.
Addtional Qualifications:
In-depth knowledge of Indian tax laws, including TDS, GST, Income Tax, and Corporate Tax.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Experience in handling tax audits and assessments.
Job Description:
Proficiency in Technical Analysis and passion for market research
Generating Technical calls for Ultra Short term and Swing Trading in Cash and Futures
Preparing Technical Report – Index and Stocks
Knowledge on Global Market parameters
Skill in Derivatives Data Analysis and Option Strategy would carry added weightage
Skill in Commodity (Energy, Precious Metals and Base Metals) would carry added weightage
DESIRED PROFILE OF THE CANDIDATE
Minimum Graduation and NISM (Research Analyst Module) – Either qualified or need to be qualified within 3 months of joining
Job Description:
Financial Background required (Securities or NBFC company Secretaries Company Secretaries mostly applied)
Timely submission of various forms, reports and other documents to Exchanges/Depositories.
Ensuring exchange / DP-related compliance applicable to the Company under SEBI Act, SCRA, Rules, Regulations Bye-laws of Exchange and Circulars issued by SEBI/CDSL/BSE from time to time.
Concurrent and Internal Audits and Inspection by SEBI/CDSL/BSE etc.
Updating company forms and internal documents in line with applicable stock broking / DP guidelines.
Any other compliance matters as assigned from time to time.
Job Specification
Candidate studied ICSI (The Institute of Company Secretaries of India) and having membership number should only apply.
Note: Candidate residing in Kolkata should only apply.
Job Description:
Process mutual fund trades, including purchases, redemptions, and exchanges
Verify and validate trade instructions for accuracy and completeness
Coordinate with transfer agents, custodians, and other external parties
Maintain accurate and up-to-date records, including trade logs and account statements
Reconcile positions, cash, and trades with external parties
Investigate and resolve trade discrepancies and errors
Collaborate with internal teams, including sales, marketing, and finance
Identify and implement process improvements to increase efficiency and reduce risk
Experience in processing or generating data reports, valuation, analysis relating to – Equity trading, Mutual Fund, Broking, Bonds, etc. (Back End)
Candidate should have knowledge about NSE & BSE
Job Summary:
We are seeking an experienced Mutual Fund Operations Specialist to join our team. The successful candidate will be responsible for ensuring the seamless execution of mutual fund transactions, maintainingaccurate records.
Job Description:
Strategic Relationship Building: Develop and maintain strong relationships with High Net worth Individuals (HNI) and Ultra High Net worth Individuals (Ultra HNI) clients, understanding their financial goals, risk tolerance, and investment preferences.
Revenue Growth Initiatives: Drive revenue generation through effective marketing strategies and cross-selling of wealth management products such as Mutual Funds, Systematic Investment Plans (SIPs), National Pension System (NPS), Portfolio Management Services (PMS), Bonds, and Insurance.
Strategic Marketing Plans: Develop personalized marketing plans and campaigns aligned with the company’s objectives and tailored to HNI and Ultra HNI clients, ensuring consistency in messaging and branding.
Campaign Development: Recommend suitable marketing strategies and tactics, including digital marketing, content marketing, and traditional advertising, based on thorough market research and performance analytics.
Stakeholder Engagement: Meet with potential partners and clients (in-person or virtually) to discuss marketing opportunities and present innovative solutions that drive engagement and conversion.
Performance Monitoring: Regularly monitor and review marketing initiatives, adjusting strategies based on market conditions and client feedback to optimize performance and ROI.
Team Leadership: Collaborate with internal teams, providing direction and support to ensure comprehensive marketing solutions that meet client needs and enhance overall brand experience.
Trend Analysis: Stay updated with market trends, consumer behaviour, and regulatory changes to provide timely and relevant marketing insights.
Client Support and Engagement: Deliver exceptional client service to HNI and Ultra HNI clients, addressing inquiries and providing proactive marketing solutions that enhance client satisfaction and loyalty.
Budget Management: Manage and achieve the marketing budget, ensuring efficient allocation of resources and performance tracking against monthly and quarterly targets.
Event Coordination: Organize and conduct seminars, workshops, and marketing events to generate leads and enhance brand awareness among potential clients.
Qualifications:
Bachelor’s degree in Marketing, Business Administration, or a related field; MBA preferred.
8+ years of progressive marketing experience, with a minimum of 3 years in a leadership role.
Proven track record in developing and executing successful marketing strategies for wealth management products.
Strong experience working with HNI and Ultra HNI clients, particularly within a Private Client Group.
Familiarity with investment products such as Mutual Funds, SIPs, NPS, PMS, Bonds, and Insurance.
Strong analytical skills and experience in data-driven decision-making.
Excellent communication and interpersonal skills, with a focus on client relationship management.
Job Description:
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.
Ramesh Kumar Somani
Chairman & Managing Director
Chairman of Eureka group. He joined the family business in the year 1979 under the guidance of our beloved Late Paras Ram Somani Ji. He was the visionary of retail broking and lead Eureka to being the largest retail broking house of eastern India. Currently he is associated with various organizations for social welfare and is involved in service to the society.
Rajesh Kumar Somani
Chief Executive Officer
CEO of the Company, is the heart behind the driving force of Eureka. He joined the company in 1987, with his niche market knowledge. A hardcore and passionate trader, he shoulders the huge AP and Branches network spreading across the country. On personal front, known to few, he is a sports enthusiast and has also captained the State Basketball Team.
Rakesh Somani
Wholetime Director
Wholetime Director at Eureka Stock & Share Broking Services Limited has over 30 years of experience in Capital Markets. On academic front, a B.Com Hons. Graduate from St. Xaviers, Kolkata. He is a Rank Holder Chartered Accountant (CA), Cost Accountant & DBF (ICFAI). He is an Ex-National President & Regional Chairman of ANMI and has chaired AFIE, an International Association for promotion of Investor Education. Mr. Rakesh Somani has also presided ASF i.e Asia Securities Forum, where 22 countries are members. He has undergone Capital Market Training programs conducted by KOFIA (Korea) and JSDA (Japan). He had also served as Advisory Committee Member of NSE, BSE, ICCL and MSEI.
Anurag Somani
Executive Director
As the torchbearer of the third generation, he brings a vibrant and youthful energy to the organization. Beginning his career as a Tax Consultant at KPMG, he eventually joined Eureka to establish and expand the Group’s portfolio management division, offering top-tier investment planning services to investors. He is also the visionary behind the establishment of the Group’s Insurance and Bond platform. Academically accomplished, he holds impressive rankings as a Chartered Accountant (CA) and Company Secretary (CS).
Akhil Somani
Director & Chief Investment Officer (CIO)
The youngest Director on the Board at Eureka, Akhil is a finance professional with a PGM from the University of Melbourne. He combines his strong financial background and expertise with a tech-savvy mindset, making him the ideal candidate to spearhead Eureka’s journey towards ground breaking and cutting-edge technologies. Akhil aims to present the world with an exceptional trading experience, combining his skills, resources and Gen-Z spirit to redefine industry standards.
