- Reviewing and analyzing sales contracts from vendors to ensure compliance with specified terms and conditions.- Comparing sales contracts with project cost sheets to maintain pricing accuracy on the website and marketing materials/assets.- Verifying sales collateral, including flyers, website content, and marketing assets, to ensure alignment with project cost sheets.- Recording day-to-day financial transactions and ensuring completion of the posting process.- Managing… Show more - Reviewing and analyzing sales contracts from vendors to ensure compliance with specified terms and conditions.- Comparing sales contracts with project cost sheets to maintain pricing accuracy on the website and marketing materials/assets.- Verifying sales collateral, including flyers, website content, and marketing assets, to ensure alignment with project cost sheets.- Recording day-to-day financial transactions and ensuring completion of the posting process.- Managing itinerary and project costs, ensuring synchronization across internal and third-party systems.- Performing manual bookings and reconciliation of projects across all systems to maintain alignment.- Reconciling individual project Profit and Loss statements.- Conducting partial checks of the posting process to maintain data integrity.- Mananging inventory in the ERP system to ensure alignment with project cost sheets.- Handling payments from stakeholders, verifying transactions, and issuing invoices.- Reconciling project income and categorizing income sources to ensure accuracy in project Profit & Loss statements.- Generating insightful accounting reports to evaluate the profitability of each project, providing critical insights for strategic decision-making.- Updating website data and ensuring its accuracy.- Collaborating with team members to prioritize workload effectively.- Conducting research when necessary to validate project and event data.- Developing a comprehensive internal document outlining accounting procedures. Show less

• Maintaining accurate and up-to-date records of accounts receivable and accounts payable transactions.• Streamlining the processing of invoices in alignment with the goods receipt note upon consignment arrival.• Processing account receivables and adjusting receipts against invoices, resolving discrepancies if any.• Creating and assessing aging reports for outstanding balances as necessary.• Assisting the recovery process, including the submission of claims for overdue… Show more • Maintaining accurate and up-to-date records of accounts receivable and accounts payable transactions.• Streamlining the processing of invoices in alignment with the goods receipt note upon consignment arrival.• Processing account receivables and adjusting receipts against invoices, resolving discrepancies if any.• Creating and assessing aging reports for outstanding balances as necessary.• Assisting the recovery process, including the submission of claims for overdue payments.• Assisting in preparation and reconciliation of month-end/year-end documentation required for statutory audits.• Creating ad-hoc reports for the management. Show less

Finnovators Services Pvt Ltd is an AMFI Registered Mutual Fund Distributor with an AUM of more than 1000 crores.My KRA included:• Engaging with clients to understand their investment objectives and financial circumstances.• Developing customized investment strategies aligned with clients' objectives, time horizon, and risk appetite.• Addressing client queries, concerns, and providing updates on portfolio performance.• Monitoring clients' portfolios, analyzing… Show more Finnovators Services Pvt Ltd is an AMFI Registered Mutual Fund Distributor with an AUM of more than 1000 crores.My KRA included:• Engaging with clients to understand their investment objectives and financial circumstances.• Developing customized investment strategies aligned with clients' objectives, time horizon, and risk appetite.• Addressing client queries, concerns, and providing updates on portfolio performance.• Monitoring clients' portfolios, analyzing performance, and identifying areas for improvement or potential risks.• Facilitating smooth and timely execution of investment transactions.• Conducted targeted cold calling to re-engage inactive and old clients, successfully revitalizing relationships.Notables:• Created a sales kit for the team from scratch, including all the necessary first-time paperwork documents for clients and the presentations, crucial for client acquisition.• Actively participated as a part of the Finnovators team in an investor awareness seminar, attended by more than 150 people, where Mr. Kalpen Parekh, CEO of DSP Mutual Fund India, served as the key speaker. Show less

• Maintaining accurate and up-to-date records of accounts receivable and accounts payable transactions.• Managing the firm's financial operations, accounting, and reporting.• Preparing GST returns data in compliance with regulatory requirements.• Developing and implementing financial policies, procedures, and controls to ensure compliance with regulatory requirements.• Coordinating with other departments, such as sales, marketing, and operations, to support business objectives… Show more • Maintaining accurate and up-to-date records of accounts receivable and accounts payable transactions.• Managing the firm's financial operations, accounting, and reporting.• Preparing GST returns data in compliance with regulatory requirements.• Developing and implementing financial policies, procedures, and controls to ensure compliance with regulatory requirements.• Coordinating with other departments, such as sales, marketing, and operations, to support business objectives and optimize financial performance.• Managing relationships with banks, auditors, etc.• Maintaining accurate and up-to-date financial records and reports. Show less

• Building and maintaining strong relationships with clients to increase sales and revenue.• Developing a deep understanding of mutual fund products, market trends, and regulatory requirements.• Conducting market research to identify potential clients and new business opportunities.• Providing investment advice and guidance to clients based on their risk profile and investment objectives.• Keeping clients updated on their investments, providing regular reports and investment… Show more • Building and maintaining strong relationships with clients to increase sales and revenue.• Developing a deep understanding of mutual fund products, market trends, and regulatory requirements.• Conducting market research to identify potential clients and new business opportunities.• Providing investment advice and guidance to clients based on their risk profile and investment objectives.• Keeping clients updated on their investments, providing regular reports and investment performance analysis.• Coordinating with the operations team to ensure smooth account opening, investment, and redemption processes.• Participating in sales meetings, training sessions, and other events to enhance product knowledge and sales skills.• Contributing to the development of marketing and sales strategies to achieve business goals.• Maintaining accurate and up-to-date client records and sales reports. Show less

• Building and maintaining strong relationships with clients to increase customer retention and loyalty.• Providing excellent customer service, addressing client inquiries, concerns, and complaints in a timely and professional manner.• Conducting regular check-ins with clients to ensure their satisfaction and identify opportunities for cross-selling and up-selling.• Managing and resolving customer escalations and complaints, collaborating with other departments as necessary.•… Show more • Building and maintaining strong relationships with clients to increase customer retention and loyalty.• Providing excellent customer service, addressing client inquiries, concerns, and complaints in a timely and professional manner.• Conducting regular check-ins with clients to ensure their satisfaction and identify opportunities for cross-selling and up-selling.• Managing and resolving customer escalations and complaints, collaborating with other departments as necessary.• Developing a deep understanding of the company's products and services, and providing clients with personalized recommendations based on their needs and preferences.• Coordinating with the operations team to ensure timely and accurate processing of client requests and transactions.• Analyzing customer data and feedback to identify trends, issues, and opportunities for improvement.• Contributing to the development of marketing and sales strategies to increase customer acquisition and retention.• Maintaining accurate and up-to-date customer records and reports. Show less

• Supervising and training a team of 8 people to ensure timely and accurate processing of financial transactions and reports.• Maintaining accurate and up-to-date records of accounts receivable and accounts payable transactions.• Managing the company's financial operations, accounting, and reporting.• Preparing GST returns in compliance with regulatory requirements.• Developing and implementing financial policies, procedures, and controls to ensure compliance with regulatory… Show more • Supervising and training a team of 8 people to ensure timely and accurate processing of financial transactions and reports.• Maintaining accurate and up-to-date records of accounts receivable and accounts payable transactions.• Managing the company's financial operations, accounting, and reporting.• Preparing GST returns in compliance with regulatory requirements.• Developing and implementing financial policies, procedures, and controls to ensure compliance with regulatory requirements.• Coordinating with other departments, such as sales, marketing, and operations, to support business objectives and optimize financial performance.• Managing relationships with banks, auditors, etc.• Maintaining accurate and up-to-date financial records and reports. Show less