Job Description: - The person will be in charge of filtering the existing data base and adding on to it. - This person will be in charge of tracking deals/ M&As/ IPOs, cash flows, analyzing Balance sheets, finding newer sources of investor information. - The person shall also do sector wise-zone wise study, which will help in lead generation. - The role will monitor new client acquisition by zones closely and assist the Business Head in monitoring activity. - It will also enable the sales team to better understand their current clients and how their investments stack up. - This role will analyze sales trends across competition, markets and provide inputs to the business. - This role will also require making strategic presentations for the team based on inputs from the Business head and sales teams. - This role will also run a minor sales target.
Competencies & Personality Traits: - The person should be smart, energetic and fluent in English both oral and written. - MS - Excel skills are a must. Analytical mindset needed. - Should be able to make optimum utilization of resources of the firm to generate through put. - MS PowerPoint proficient. Should be able to make impactful PowerPoint presentations.
Well versed with Income tax laws and softwares and Indirect tax laws and softwares
Understanding of controls in business environment and working in a healthy environment
Good drafting skills for formal letters and communication
Experience in Auditing and taxation and regularly remains updated with the changing laws
Good knowledge of GST returns & Individual and company Income tax returns.
Finalising of Staturory Audit & GST Audit.
The candidate will be required to get new clients (retail, HNI, corporates) on board for wealth management / financial planning.
He/ She will service the clients with regular investment advice, news and investment updates.
Key skills required are : Good communication skills, up to date with latest news, confidence and enthusiasm.
Since this is primarily a sales related job, candidates should have prior experience in the field of sales (wealth management, mutual funds sales, insurance, etc). Enthusiastic freshers can apply.
CA Fresher May 2019 batch required at Leading FMCG, Pharma, Investment Banking Companies PAN India. Rankholders and CA first attempts preferred. CA with Multiple attempts can also apply. Recruitment drives in multiple cities starting next week. Interested candidates may apply at https://bit.ly/300pssZ. Early applications would have an added advantage. CTC ranging from 9 LPA to 15 LPA .
Alternatively you can send your resume to firstname.lastname@example.org