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Job Overview

Job Title: Assistant Manager Finance (Accounting, Compliance & Reporting)

Are you an experienced finance professional who thrives in leadership roles, excels at establishing efficient systems, and is passionate about driving financial success? Join our team to lead accounting, compliance, and financial reporting in a dynamic, service-oriented organization.

Location: Ahmedabad (Hybrid)

Experience: 5 to 9 years in service sector finance

Qualifications

Required Qualifications

• Bachelor's degree in Commerce, Accounting, Finance, or equivalent.
• 5 to 9 years of relevant experience in finance within the service sector, including hands-on accounting and reporting.
• Strong understanding of Ind AS and practical knowledge of Indian taxation (GST, TDS) and statutory compliance.
• Proven experience in financial reporting, audit coordination, and month-end/quarter-end closing processes.
• Proficiency in Excel and experience using accounting software or ERPs for day-to-day accounting operations.
• Demonstrated leadership, communication, and cross-functional collaboration skills.

Preferred Qualifications

• CA Inter or part-qualified CA, or MBA in Finance.
• Experience with Tally, Zoho Books, or cloud-based ERP/accounting platforms.
• Prior experience driving budgeting, forecasting, cash flow management, and variance analysis.
• Experience implementing process improvements, controls, and automation initiatives.

Key Responsibilities

• Prepare and present financial reports including P&L, Balance Sheet, and Cash Flow on a monthly, quarterly, and annual basis.
• Ensure full compliance with statutory obligations such as GST, TDS, PF, PT, and Income Tax.
• Oversee day-to-day accounting operations such as billing, collections, payroll, vendor payments, and reconciliations.
• Monitor revenue recognition, advances, and deferred revenue effectively.
• Drive key financial processes including budgeting, forecasting, cash flow management, and variance analysis.
• Manage internal and statutory audits from preparation through implementation of recommendations.
• Develop pricing models and perform cost and margin analysis.
• Lead and mentor the finance team while integrating tools like Tally or Zoho for automation and efficiency.
• Promote ongoing development of processes, controls, and reporting frameworks.

Required Expertise

• Proficiency in Ind AS and familiarity with Indian taxation mechanisms (GST, TDS) and compliance requirements.
• Proven track record in statutory compliance, audit management, and financial reporting.
• Practical experience with Excel, Tally, and cloud-based accounting platforms such as Zoho Books or ERP systems.
• Strong leadership, communication, and coordination skills to work effectively with cross-functional teams.

Rewards & Opportunities

• Take on a leadership role with direct impact on the organization's financial strategy.
• Collaborate with senior leadership, operations, and business development teams for cross-functional growth.
• Engage in initiatives that enhance systems, manage audits, and foster organizational development.
• Work in a challenging yet rewarding environment that values innovation and integrity.

The Relationship Manager - Retail Sales is responsible for driving business growth through client acquisition, agent

management, and achieving Gross Written Premium (GWP) targets. The role involves recruiting, onboarding, and supporting

agents while maintaining strong relationships with clients and partners. The individual will ensure adherence to business

processes, provide accurate quotations, and facilitate the sale of insurance products to achieve sales and revenue goals.

1. Client Acquisition and Sales Target Achievement:

 Conduct regular visits to societies, buildings, colonies, and industrial areas to introduce Mialtus’s insurance products.

 Convince potential clients to purchase insurance policies, guiding them through the quotation, closure, and onboarding

process.

 Achieve individual sales targets by visiting a minimum of five societies daily and maintaining a proactive client

engagement strategy.

 Focus on maximizing GWP across various insurance products to meet monthly sales goals.

2. Agent Management and Recruitment:

 Maintain a network of 40-45 agents, ensuring at least 60% remain active monthly.

 Conduct daily follow-ups and regular visits (4-5 agents daily) to drive new business and renewals.

 Source, recruit, and onboard new agents, providing handholding and orientation to build a strong distribution base.

 Engage agents and partners through calls and meetings, providing competitive quotations to facilitate business growth.

3. Quotation and Policy Management:

 Provide accurate and competitive quotations to clients and agents based on their requirements.

 Negotiate and finalize quotations to effectively convert leads into policy sales.

 Collaborate with the underwriting team for health insurance policies to ensure accurate proposals and compliance.

 Conduct quality checks on proposed policies to maintain alignment with company standards.

4. GWP Target Achievement:

 Scale up business volumes through effective agent activation and client engagement.

 Drive GWP growth across various lines, with a specific focus on health insurance through agent partnerships.

 Ensure 100% achievement of monthly GWP targets and contribute to the company’s overall revenue objectives.

5. Relationship Management:

 Build and maintain strong relationships with agents and clients to foster collaboration and enhance productivity.

 Provide training and support to agents to improve performance and increase business output.

 Maintain long-term partnerships with clients by offering exceptional service and addressing their needs effectively.

6. Reporting and Compliance:

 Prepare daily reports on client interactions, leads generated, and policies sold.

 Share weekly MIS reports with management, detailing sales performance and activity metrics.

 Ensure compliance with established business processes and update business details in relevant portals to maintain high

operational standards.

7. Business Quality Maintenance:

 Clearly explain policy terms, conditions, and exclusions to clients to ensure informed decisions.

 Maintain high standards of business hygiene by ensuring accuracy and eliminating errors or malpractice in processes.

We are hiring BDM/BDEs with 1- 6 years of experience in IT service-based sales. Must have strong English skills, lead generation experience, and a proven track record in domestic/international client handling in IT Services.

About the Company:

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.

About the Role:

Role: PMS Operations

This role reports to Managing Director – PMS

Location - Ahmedabad

Candidate shall be responsible for:

• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc

• Month-end reports reconciliation as per SEBI format

• Preparation of MIS

• Assisting the sales team with client/distributor information requests

Qualification:

• 5+ years of experience in PMS / Broking Operations

• Advanced proficiency in Microsoft Excel

• Graduate with a basic understanding of the stock market & PMS

Job Responsibilities & Duties:

• Seminars for Career Guidance.
• Student counseling for career guidance.
• Advise students and parents about institute’s policies and procedures regarding admission, academics, and other activities.
• Maintain a database of student information, telephone logs and student feedbacks in order to generate student reports.
• Prepare reports and proposals, and respond to inquiries from students and external agencies.
• Tele calling to Potential Students for career guidance.
• Invite Potential Students for campus visit and admission Process (Entrance test, GDPI & Final Admission)
• Accepting and filtering student applications
• Processing student registration and payment
• Communicate with applicants about their application status, including acceptance/rejection
• Performs miscellaneous job-related duties as assigned.
• Content Development for E-Mails, Broachers & Websites

Minimum Job Requirements:

• Bachelor's degree; at least 3 year of experience directly related to the duties and responsibilities specified.
• Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required:

• Ability to develop and deliver presentations.
• Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
• Ability to gather data, compile information, and prepare reports.
• Ability to communicate effectively, both orally and in writing.
• Knowledge of student admission and retention issues.
• Knowledge of the broad spectrum of available university academic units, curricula, and programs.
• Ability to develop, plan, and implement short- and long-term goals.
• Organizing and coordinating skills.
• Skill in the use of computerized systems and databases.
• Ability to design and write promotional material.
• Ability to evaluate student transcripts and/or records.
• Knowledge of Institute admissions policies, standards, and procedures.