6+ Investment management Jobs in Chennai | Investment management Job openings in Chennai

1. Filter criteria –
1. 7-8 years & above experience in Corporate Banking or allied areas (Mid-market, Commercial, Trade)
2. Corporate relationship and Sales ownership experience
3. Understanding of Corporate/ Commercial/ SME/ Trade Finance
4. Individual needs to be self-driven, capable of working with minimum supervision
5. This will be an acquisition and execution role, hence proven competency in these will be essential

1. Job Role –
1. Responsible for bringing in new client acquisitions and driving closure on mandates for the region
2. Understanding the key offerings of the company platform and applicability across industries
3. Marketing SCF solutions to Corporates and their Supply Chains
4. Ability to engage with a wide set of stakeholders on the Corporate side and identify opportunities
5. Engaging with the FI partners to activate and grow financing on the Network
6. Working closely with the India Corporate Sales - Head and the Network Sales teams to achieve the KRAs for the region

Vakilsearch is a people-first organisation that thrives on the enthusiasm of our team to execute our mission to the satisfaction of our customers. Towards this end, we stress on creating an optimal work-life balance and inculcating a strong sense of team spirit that stems from enthusiasm and good vibes. When you work at Vakilsearch, you don't just become an employee, you become family, and we always coalesce around each other to ensure a strong sense of family.

I Responsibilities and Accountabilities:

• Do valuation for clients.

• Prepare Statement of Accounts (SOA).
• Prepare ITR filing.
• Preparation of Financial Statements.
• Providing Financial and Legal Advice.
• Certifications like Net worth, Revenue certificate, SSL certificate etc.
• Manage escalations from clients.
• File Form 15CA/CB.
• Conduct verification.
• Handle Futures & Options., Construction Co. Accounts or any other complicated    accounting.
• Undertake Tax Audits.
• Manage a team.

II Tools & Resources required:

• Desktop

I Qualification(s):

 CA – Qualified.

II Experience:

• Nature of Experience: Experience in handling private limited company compliances, accounting and taxation.
• Length of Experience: 1 - 2 years.

III Skill Set & Personality Traits required:

• Conceptual understanding of accounting, IT, GST, and accounting standards.
• Visible Leadership skills – can motivate others to achieve.
• Strong professionally – credible with integrity.
• Good communication skills.
• Strong interpersonal skills.
• Organizational skills and ability to manage deadline

IV Location: Chennai.

V Additional information:

• Preference will be given to those with Articleship experience from Audit firms.
• Candidates proficient in Hindi language will be given higher preference.

• Cultivating solid relationships with clients through the provision of exceptional service.
• Should be open to travel and explain the products of clients to relevant stakeholders
• Creating a positive onboarding experience for new clients.
• Regularly interacting with clients and their audience through telephone calls, email communications, or face-to-face meetings.
• Identifying ways to overcome clients' challenges
• Maintaining an accurate record of all existing and potential clients.
• Responding to client inquiries in a timely and professional manner.
• Training and providing overall guidance to other fellow members.
• Organizing training seminars to enable clients to engage with the stakeholders
• Should be proficient in using excel.
• Should have 1-3 years of experience
• Mediator between the clients and different departments in the organization.

• Should have experience in both sales (hunting) and Account Management (Farming)
• Should have a track record of managing an account for more than 4-7 years with the growth record
• Should possess excellent oral and written communication skills
• Should be willing to have short trips to US / UK for 4 - 7 times a year
• Should have a very good understanding of Technology services
• Should have managed multiple customers/clients
• Exposure to project/ program management would be desirable

Responsibilities:

• Establish productive, professional relationships with key personnel in assigned accounts.
• Build a deep understanding of the assigned account's business and identify potential opportunities.
• Build the pipeline for the existing and new services.
• Be the Primary contact to the assigned account and ensure the relationship is built at all levels.
• Coordinate the involvement of company resources, including delivery, support functions, and management team to meet the account performance objectives and customer expectations.
• Proactively assess, clarify, and validate customer needs on an ongoing basis.
• Responsible for Customer Satisfaction and work with the counterpart on the delivery side
• Own the account and perform the Account Analytics to be able to create growth
• Make sure the CRM is up to date.
• Ensure Account level metrics exist and run a monthly/quarterly steering committee meeting with the stakeholders on both sides
• Own the contract process with all the accounts
• Ensure the client has the complete visibility of all the Aspire services with periodic updates
• Meets assigned targets for profitability and strategic objectives in assigned accounts.
• Ensure compliance to the Account Management process as defined by the company

Accountabilities and Performance measures:

• Achieves assigned targets in the designated accounts.
• Meets assigned expectations for profitability.
• Ensure the collections are done on time (DSO is a metric)
• Achieves strategic customer objectives defined by company management.
• Completes strategic customer account plans that meet company standards.
• Work timing would be aligned to the respective geography.

Key communication points:

• Within Aspire: Senior Management, Service Line Heads and Managers, Project Managers of the assigned accounts, Marketing teams
• Customer Side: CXO, VPs, Product Managers
• Maintains high customer satisfaction ratings (CSAT) that meet company expectations.