Key Account Manager - BFSI - Enterprise Solutions

Key Responsibilities:

1. Financial Management & Reporting

• Lead preparation of monthly, quarterly, and annual financial statements (P&L, Balance Sheet, Cash Flow).

• Ensure timely closure of accounts and compliance with applicable Indian Accounting Standards (Ind AS).

• Manage financial planning, forecasting, and cost control aligned with business objectives.

• Prepare management reports and MIS dashboards for review by senior leadership.

2. Accounting & Operational Finance

• Oversee all accounting operations including billing, collections, bank reconciliations, vendor payments, payroll accounting, and inter-entity transactions.

• Monitor and manage revenue recognition for both accredited and non-accredited schemes, including deferred revenue, advances, and adjustments.

• Ensure accuracy and completeness of books of accounts in line with internal policies and audit standards.

3. Taxation & Statutory Compliance

• Ensure 100% compliance with all statutory obligations: GST, TDS, PF, PT, Income Tax, and other regulatory filings.

• Handle tax audits, GST reconciliations (GSTR-1, 2B, 3B), TDS returns, and coordinate with external consultants/auditors.

• Stay updated on amendments in Indian tax and compliance frameworks relevant to service-based businesses.

4. Audit, Controls & Risk Management

• Lead internal and statutory audit processes from planning to closure.

• Ensure implementation of robust internal controls and SOPs to minimize risks.

5. Budgeting & Treasury

• Prepare and monitor annual budgets, cash flow projections, and variance reports.

• Manage working capital, fund flows, and cash position for smooth business operations.

• Maintain relationships with banking partners and manage banking transactions, facilities, and reconciliations.

6. Commercial Support & Pricing

• Support pricing models for new schemes, training programs, and client proposals.

• Conduct margin and cost analysis to drive data-informed pricing strategies and maximize financial performance.

• Work closely with Business Development and Operations to ensure commercially sound decisions.

7. Team Leadership & Process Improvement

• Lead and guide the accounts and finance team; assign responsibilities and ensure timely delivery.

• Implement automation and accounting software best practices (e.g., Tally, Zoho, etc.).

• Drive continual improvement in financial processes, documentation, and reporting.

Qualifications & Experience:

Education:

• Bachelor’s or Master’s Degree in Commerce, Finance, or Accounting (CA Inter or MBA Finance preferred).

Experience:

• 5 to 8 years of relevant experience in service sector finance

• Experience in handling statutory compliance, audit support, and financial reporting.

• Experience working in or with certification/training/consulting or professional services companies preferred

Key Skills & Competencies:

• Strong knowledge of accounting principles, GST, TDS, and other compliance frameworks

• Sound understanding of Indian financial regulations and service taxations

• Excellent Excel, Tally, and financial system skills (Zoho Books/ERP, preferred)

• Good communication and interdepartmental coordination skills

• High integrity, attention to detail, and process-oriented thinking

Key Performance Indicators (KPIs):

• Accuracy and timeliness of financial statements and MIS

• Zero non-compliance or penalties on statutory filings

• Timely audit closure with minimal observations

• Cost and variance control against budgets

• Process improvements implemented

• Internal stakeholder satisfaction and team performance

*Urgent Hiring – Customer Sales & Telesales Executives (Insurance/BFSI)*

We are hiring Freshers & Experienced candidates for multiple leading insurance & financial processes (SBI Life, ICICI Prudential, Kotak, Bajaj, TMRM – Motor Insurance, etc.) in Virar & Malad (Mumbai).

*💼 Open Positions*

Customer Sales Representative

Telesales Executive (Life & Motor Insurance)

Team Leader / Quality Analyst / Trainer (Insurance Sales)

Assistant Manager (Sales)

*🚨 Why Join Us?*

Immediate joining with priority hiring

100+ Openings across leading BFSI brands

Transparent salary + no cap on incentives

Career growth in Insurance, Sales & BFSI domain

*🎯 Role & Responsibilities*

Call potential customers & explain insurance/finance products

Understand customer needs & suggest the right product

Maintain daily sales reports & meet monthly targets

Upselling & cross-selling insurance products

For Support Roles (TL/QA/Trainer/AM) – Team handling, training, quality audits, performance management

*Qualification:* Minimum HSC Passed / Graduate preferred / Graduate with 6+ months Sales/Tele calling Mandatory for some roles: 6+ months Sales experience

*Age:* 19 – 35 years

*Experience:* Freshers with good communication can apply (Insurance Sales Fresher/Exp both welcome) HSC with 2–3+ years Sales/Telecalling

*Languages:* Fluent in Hindi & English is must.

*Regional language preference:* Gujarati, Marathi, Tamil, Telugu, Kannada, Malayalam

*🕒 Shift Timings*

Virar (Customer Sales):

Girls: 7 AM – 4 PM | 8 AM – 5 PM | 9 AM – 6 PM

Boys: 2 PM – 11 PM | 3 PM – 12 AM

Insurance Sales (Virar/ Malad): 9:30 AM – 7:00 PM | 10 AM – 7 PM

Rotational Week Off / Fixed Sunday Off (as per process)

*💰 Salary & Benefits*

In-hand Salary: ₹10,000 – ₹25,000 (role & experience based)

CTC: Up to ₹3.2 LPA

Incentives: ₹10,000 – ₹30,000 per month (performance-based)

Annual Incentives: Up to ₹2 Lakh+ (SBI Life / ICICI)

Attractive growth opportunities in the BFSI/Insurance sector

*Job📍 Locations*

Virar West Branch

Malad West Branch

*📢 Walk-in Interview Details* (Hr-Sunil Mane)

📍 Address: 5th Floor, 4th Dimension, Raheja Mindspace, Rajan Pada, Malad West, Mumbai – 400064

⏰ Timing: 11:00 AM – 4:00 PM (Mon–Sat)

• Relevant domain experience in Sales & Distribution SAP SD / SAP LE (Sales Order processing, Pricing and Conditions, Availability check and Requirements, Credit Management, Output determination, Foreign Trade/Customs, Billing, Shipping and Transportation)
• Experience of supporting medium/large scale Support / implementation / SAP ECC on HANA .
• Worked with SAP SD  and HCM.Having experience in S4 HANA implementation.
•  

UI Path Developer:

• Design, code, test automation workflows using UiPath
• Should completed E/B.Tech. /MCA in any field.

• Should have interest in salesforce development technology.
• Strong technical skills on UiPath, and end to end UiPath offerings
• Minimum of 0 to 2 years of experience in developing, implementing automation workflows in UiPath.
• Excellent communication skill is a must.
• Knowledge and experience on RPA Ui path Tool.
• Basic programming/Scripting knowledge on VBA/VB/java/C# script is must (or any scripting language, python is a plus)
• Knowledge in cognitive automation with OCR tools, AI/ML skills is a plus.
• Excellent software development background with any of the following (C#, C++, Java, .NET) is a plus

• Experience in Java Programming with Selenium and Mobile Application (Appium).
• Experience in designing developing data quality automation and executing test plans.
• Experience in CI/CD and developing Test Automation Tools for Data Quality Assessment.
• Familiar with standard Quality Assurance and development tools.