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Chartered Accountant - Full time
Chartered Accountant - Full time
BizPilot's logo

Chartered Accountant - Full time

Anup Nair's profile picture
Posted by Anup Nair
1 - 5 yrs
₹9L - ₹12L / yr
Remote only
Skills
Financial accounting
Accounting
Taxation
GST
Chartered Accounting

Role Finance Account Manager

Location Remote

Job Type Full-Time

Qualification. Chartered Accountant


Job Responsibilities

  • Analysing customers’ financial systems and procedures.
  • Day-to-day or monthly accounting and maintaining accounting records of Indian entities.
  • Review customers' business accounts and financial statements to ensure they are complete and accurate and rectify any financial discrepancies.
  • Prepare monthly financial reports.
  • Ensure timely periodic compliance filing w.r.t GST/TDS/ESI/PF/ROC etc.
  • Provide ongoing accounting and reporting support.
  • Manage and improve the end-to-end financial process.
  • Handling Zoho Books and other relevant accounting software.
  • Liaising with clients, business partners, and auditors.
  • Offering expert financial advice and providing assistance on tax planning.
  • Help BizPilot product team in identifying accounting areas that can be automated 

What are we looking for?

  • Strong understanding of accounting principles and should have handled accounting up to the finalisation of accounts of Indian entities.
  • Experience in dealing with customers.
  • Ability to learn new concepts quickly.
  • Attention to detail and problem-solving ability.
  • Excellent written and oral communication skills.
  • Ability to manage stressful situations effectively.
  • Ability to prioritise tasks efficiently.

About BizPilot

BizPilot is an online accounting service for SMEs in India. BizPilot combines the power of software with the expertise of CAs in a single platform. BizPilot helps businesses get clear visibility into their key financial metrics, streamlines their financial processes, and improves financial efficiency via automation. 

BizPilot is a fintech startup that was founded in the year 2021.

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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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About BizPilot

Founded :
2021
Type :
Product
Size :
0-20
Stage :
Bootstrapped

About

Manage Sales, Expenses, Taxation, Payroll, Compliances, Company incorporation and more.

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Connect with the team

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Anup Nair
Profile picture
Rajan Kumar

Company social profiles

N/A

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Basic Qualification

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1.      Client Prospecting and Acquisition:

·        Introduce to potential clients and arrange meetings with key decision-makers

·        Conduct in-depth discussions to understand client needs and insurance requirements

·        Coordinate with clients to generate RFQs (Request for Quotations) across different insurance lines

·        Facilitate client onboarding by obtaining required data and engaging with the underwriting team to close deals.

 

2.      Revenue Generation and Cross-Selling

·        Coordinate with the underwriting team to earn maximum revenue from each deal, ensuring profitability at the individual, zone, and organizational levels

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3.      Relationship Management

·        Build and maintain strong relationships with clients throughout the insurance program duration to ensure satisfaction

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·        Proactively engage with clients to facilitate policy renewals and amendments as required

·        Act as a liaison between clients and insurers to resolve any service issues or policy discrepancies.

 

4.      Team Management and Development

·        Encourage the team to actively engage with clients and generate new business opportunities through policy changes and renewals

·        Involve team members in client interactions, insurer negotiations, and coordination with TPAs to boost their confidence and skills

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5.      Corporate Visits and External Liaison

·        Regular visits to client offices to strengthen relationships and identify new opportunities

·        Maintain relationships with insurers to facilitate smoother underwriting and claims processes

·        Engage with TPAs for quick resolutions and enhanced client service.

 

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7.      Compliance and Process Management

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·        Identify areas for improvement in client servicing processes to increase efficiency and client satisfaction.

 

  Additional Information

Company Industry:

Insurance Broking


Employment Status:

Full Time

Employment Type:

Regular

Number of Vacancies:

1

Working Days:

Monday – Saturday

Office Timings:

10:00 AM to 06:30 PM

Skills:

· Insurance Product Knowledge

· Client Relationship Management

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· Negotiation Skills

· Communication skills

· Regulatory Compliance Knowledge

· TPA Coordination Experience

· Project Management Skills

· Networking Skills

· Financial Acumen

· Problem Solving skills

 


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Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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