Anantaresource

A legacy of 20+ years AMFI registered Mutual Fund Distributor and Financial Intermediary for various Investment & Insurance products. Amongst the top 0.5% registered Mutual Fund Distributors in India by AUM out of a total universe of more than 1.25lakh distributors. We manage the personal finances of 800+ families and 6000 + financial dreams. Near 100% client retention rate. Complete suite of Conventional & Alternative Investment & Insurance Products.

Job Profile

Job Profile & Responsibilities:

A) Key Responsibility Area

Client Sourcing

Periodical Financial Review

Day to Day Coordination between Client & Operations

Up sell and Cross sell

Renewals of Investment & Insurance Products

B) Key Performance Indicator

New Client Conversion

Client Retention

New Client Referrals

Product Sales Outcomes

100% Renewals

100% Client Wallet Share

Qualifications

CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification

Other Skills-Advanced working knowledge of Excel, Basic Knowledge of Word & Power Point,

Good written and spoken English

Good written and spoken English

Working Days -Time

6 days working time : 9:30-6:30

Recruiter Instructionns

company strenght 20-25 employess

Desired Candidate Profile

Willingness to make a long term career in Wealth Management

Attributes of Trust, Integrity, Self Starter, Closure Focus, Customer Focus

Willingness to Learn, Attention to Detail, Team Player

1 to 3 years relevant work experience with a AMFI registered Mutual Fund Distributor or Mutual Fund House

Job Summary: Position Title: Customer Service Executive

Location: Mumbai

Job Description: we are looking a proactive and customer-focused Customer Service Executive to join our team. The ideal candidate will be responsible for managing customer inquiries, resolving issues, and ensuring a positive customer experience. This role requires excellent communication skills, both written and verbal, and the ability to handle customer concerns effectively via email and phone.

Responsibilities:

• Attending inbound calls involves receiving and responding to incoming calls from customers

• Provide accurate and relevant information regarding products, services, company policies, and procedures.

• Respond to customer inquiries via email in a timely, clear, and professional manner.

• Ensure all customer emails are acknowledged and resolved

• Listen actively to customer concerns, complaints, and issues, ensuring full understanding and empathy.

• Resolve customer grievances and complaints quickly and effectively, escalating to higher management when necessary.

• Follow-up with customers to ensure satisfaction after issue resolution and that the solution meets their expectations.

• Identify recurring customer issues and proactively work with internal teams to suggest improvements or preventative measures.

• Assist customers with order tracking, billing inquiries, account management, and product-related questions.

• Inform customers about order status, shipment tracking, delivery delays, or product/service updates.

• Accurately document all customer interactions and complaints in the CRM system, ensuring a clear audit trail.

• Maintain detailed logs of follow-up actions, resolutions, and outcomes.

• Collect customer feedback and report trends to management for continuous service improvement

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JOB DESCRIPTION :

We're looking for a proactive individual to navigate the complexities of tax and optimize our tax strategies.

Job description:

1. Managing and maintaining financial records, including general ledger accounts and financial statements.

2. Reviewing financial documents and transactions to ensure accuracy and compliance.

3. Reviewing and processing vendor invoices with an accurate booking of TDS/GST

4. Assisting in stock audits

5. Providing timely financial information to support decision-making processes

Skills Set Required:

1. Good technical knowledge in tax and accounting.

2. Strong understanding of accounting principles, practices and procedures.

3. Proficiency in Microsoft Office Suite (Outlook, Excel, Word).

4. Excellent analytical and problem-solving skills.

5. Effective communication and interpersonal skills.

Working Days -Time

Recruiter Instructions

Complete Address

Bachelor's degree in Finance, Accounting, or related field.(BCOM)

2-4 years of relevant experience in tax compliance.

Here's a polished version of the job posting:

Job Title: Project Manager - Real Estate

Company Overview

Associate LLP is a diversified firm excelling in Real Estate Finance & Development, and E-Commerce. We're seeking an experienced Project Manager to join our team in Andheri (East), Mumbai.

Job Description

- Conduct financial evaluations of potential projects

- Develop comprehensive project plans, including timelines, budgets, and resource allocation

- Collaborate with contractors, architects, engineers, and government officials

- Track project progress, address deviations, and implement adjustments

- Oversee project documentation, including contracts, permits, and compliance

Responsibilities

- Provide regular updates on project status, challenges, and milestones

- Proactively identify potential project risks and develop strategies

- Ensure all project activities comply with relevant laws and regulations

Requirements

- CA / MBA (Finance) with 2-3 years of project management experience in real estate

- Strong skills in financial analysis, budget management, and risk assessment

- Logical and creative approach to problem-solving

- Strong communication skills for effective collaboration

What We Offer

- Opportunity to work with a dynamic team

- Professional growth and development opportunities

- Competitive salary and benefits package

- 5-day working week, 10am-6pm

How to Apply

If you're a motivated and experienced project manager, please submit your resume and cover letter to [insert contact information].

Hiring Hashtags

#ProjectManagerJobs #RealEstateJobs #MumbaiJobs #CAJobs #MBAJobs #FinanceJobs #ProjectManagementJobs #ConstructionJobs #PropertyJobs

Job Title: Relationship Manager - CRM

Salary -upto 8 LPA

Location -Mumbai

Job Summary

We're seeking a dynamic and customer-focused Relationship Manager to join our CRM team. The ideal candidate will play a key role in maintaining strong client relationships, ensuring efficient post-sales activities, and managing collections.

Key Responsibilities

- Customer Relationship Management: Serve as the primary point of contact for customers, addressing inquiries and resolving issues promptly.

- Collections and Follow-ups: Manage and oversee the collection process, ensuring timely payments from customers.

- Post-Sales Activation: Facilitate seamless post-sales processes, including onboarding and activation of services/products.

- Demand Letter Generation: Prepare and issue demand letters in compliance with company policies and legal standards.

- Documentation and Reporting: Prepare and manage client-related documentation, including agreements, contracts, and payment schedules.

Requirements

- Experience in real estate is mandatory

- Proficiency in Excel and data management

- Excellent communication and interpersonal skills

- Attention to detail and ability to multitask

- Strong analytical and problem-solving skills

What We Offer

- Opportunity to work with a dynamic team

- Professional growth and development opportunities

- Competitive salary and benefits package

- 5-day working week, 10am-6pm

How to Apply

If you're a motivated and experienced Relationship Manager, please submit your resume and cover letter to [insert contact information].

Hiring Hashtags

#RelationshipManagerJobs

#CRMJobs

#RealEstateJobs

#CustomerServiceJobs

#SalesJobs

#MarketingJobs

#MumbaiJobs

#JobOpening

#CareerOpportunity

#HiringNow

Our Client : is an Indian professional services firm of Chartered Accountants dedicated to effectively serving Indian based organizations.

JOB DESCRIPTION :

Profile: Audit & Taxation

Qualification: CA Fresher

Roles & Responsibilities:

Having Experience in Statutory Audits of Companies & Banks.

Having Domain knowledge of GST, ability to develop team and lead Indirect Tax Practice and Work under Pressure

Proficiency in Taxation Laws, Accounting Practices, Audit

Major experinec in Direct Taxation & Indirect Taxation

Company Audit, Income Tax Audit, Other Statutory Audit Individual Taxation, Direct and Indirect Tax Return filling and General Accounting

Desired profile of the candidate

Having knowledge of Company Audit, Income Tax Audit, Other Statutory Audit Individual Taxation, Direct and Indirect Tax Return filling and General Accounting

Strong analytical and strategic planning skills.

Having knowledge / Experience in Accounting / Direct Tax - Income Tax & TDS / Statutory Audits of Companies

Proficiency in handling Tax Softwares, Tax Portal, Accounting Practices, Audit, Excel, MS Office

We're seeking a talented Copywriter to join our creative team. As a Copywriter at Ananta you will be responsible for crafting compelling, engaging, and effective copy that drives results for our clients.

If you're a wordsmith with a passion for digital marketing, we'd love to hear from you.

*Responsibilities:*

1. *Concept and Write Compelling Copy*: Develop high-quality, engaging copy for a variety of digital marketing channels, including social media, email, blogs, and websites.

2. *Collaborate with Cross-Functional Teams*: Work closely with designers, art directors, and account managers to ensure cohesive and effective campaigns.

3. *Understand Client Goals and Objectives*: Familiarize yourself with client briefs, goals, and target audiences to develop copy that resonates and drives results.

4. *Stay Up-to-Date with Industry Trends*: Continuously educate yourself on the latest digital marketing trends, best practices, and platform updates.

5. *Edit and Refine Copy*: Review, revise, and perfect copy to ensure it meets the highest standards of quality, clarity, and effectiveness.

6. *Meet Deadlines and Deliver High-Quality Work*: Manage multiple projects simultaneously, prioritizing tasks to meet deadlines and delivering exceptional work.

Working Days -Time

6 days working 10-6pm

Recruiter Instructions

Complete Address

*Requirements:*

1. *2-3 Years of Copywriting Experience*: Proven experience in writing compelling copy for digital marketing channels.

2. *Portfolio*: A strong portfolio that showcases your writing skills, creativity, and ability to drive results.

3. *Excellent Writing and Communication Skills*: Ability to write clear, concise, and engaging copy, as well as effectively communicate with colleagues and clients.

4. *Digital Marketing Knowledge*: Understanding of digital marketing principles, including SEO, social media, email marketing, and content marketing.

5. *Collaborative Mindset*: Ability to work collaboratively with designers, art directors, and account managers to deliver cohesive campaigns.

6. *Adaptability and Flexibility*: Willingness to adapt to changing project requirements, deadlines, and client feedback.

Job Description: Accounts Executive

Position: Accounts Executive

Location: Bangalore

Department: Finance & Accounts

Key Responsibilities:

At least 1-2 yrs year experience

JV/CN/DN knowledge - Journal Vouchers , Credit note, Debit note

Sound Knowledge of GST & Income Tax/ TDS

Technical Skills:

· Proficiency in SAP Business one for financial and tax management.

· Advanced Excel skills.

· Strong Understanding of Indian GST laws & regulations.

Soft skills

· Excellent analytical and problem solving abilities.

· Strong attention to detail and accuracy.

· Good communication and interpersonal skills.

· Ability to work independently and as part of a team

Job Description: Accounts Executive

Position: Accounts Executive

Location: Bangalore

Department: Finance & Accounts

Key Responsibilities:

At least 1-2 yrs year experience

JV/CN/DN knowledge - Journal Vouchers , Credit note, Debit note

Sound Knowledge of GST & Income Tax/ TDS

Technical Skills:

· Proficiency in SAP Business one for financial and tax management.

· Advanced Excel skills.

· Strong Understanding of Indian GST laws & regulations.

Soft skills

· Excellent analytical and problem solving abilities.

· Strong attention to detail and accuracy.

· Good communication and interpersonal skills.

· Ability to work independently and as part of a team

Job Profile

Profile: Audit & Taxation

Qualification: Semi qualified CA(drop out)

Years of Experience: 5-6 years

Location: Lower Parel

Salary: 50000-60000

Qualification: Semi qualified CA/

Roles & Responsibilities:

Having Experience in Statutory Audits of Companies & Banks.

Having Domain knowledge of GST, ability to develop team and lead Indirect Tax Practice and Work under Pressure

Proficiency in Taxation Laws, Accounting Practices, Audit

Major experinec in Direct Taxation

Indirect Taxation

Company Audit, Income Tax Audit, Other Statutory Audit Individual Taxation, Direct and Indirect Tax Return filling and General Accounting

Desired profile of the candidate

Having knowledge of Company Audit, Income Tax Audit, Other Statutory Audit Individual Taxation, Direct and Indirect Tax Return filling and General Accounting

Skills:

Excel, MS Office

Working Days -Time

6 Days (mon-Sat) 10-7

Recruiter Instructions