Job Description:-
1. Preparation of Trial balance, Profit & Loss A/C and Balance Sheet and finalization of accounts.
2. Analysis of Audited, Provisional & Estimated financials i.e. Balance Sheet, Profit & Loss A/c., Cash Flow Statement & Tax Audit Report of the Clients
3. Taking care of Ledger Scrutiny and Expenses
4. Ensuring Statutory Payments and Dues are paid within the timelines
5. Filing Income Tax Returns and Service Tax Returns of the company.
6. Make Payment of Income Tax, Service Tax & Profession Tax through online.
7. Finalize Balance sheet and Profit & Loss Account of individuals, firms and Company.
8. Posting Tally entries.
Candidate Profile:-
1. Inter CA with 2-3 yrs exp or B.com with 4-7 yrs experience
2. Communication good/ average
3. Must have hands on experience in preparing balance sheet and Profit and Loss statement.
Industry: - Broking industry ( Preferred), NBFC or Banking also can be considered
Experience: - As mentioned above
Location: - Colaba, Mumbai

Job description
• Responsible to generate brokerage primarily through advising clients on their Commodity & Currency portfolio
• Develop and maintain a long-term relationship with clients
• Focus on generating new business through references
• Will need to constantly updated with the market knowledge
• Ensure all the activities are in adherence to the compliance and risk policy.
• Keeping the clients updated on their orders +and monitor client’s exposure.
• Track clients’ positions and update them as per their preferences
• Has to make daily outgoing calls to the existing active and inactive clients & new clients, as per the schedule given.
• Ensure client meetings with active/ inactive clients as per the schedule.
• Reactivation of inactive clients as per the schedule.
• Provide regular updates to the immediate superior as per the requirements.

Key skills & Competencies:-

• To be accurate while taking and placing orders.
• Graduate / Post graduate with- NISM currency Derivatives Certification
• Good communication and listening skills
• Ability to understand customer’s requirements
• Knowledge of MS Office
• Should have sound understanding of Currency markets and economic factors (Domestic and Global).
• Should be a result-oriented, self-starter, proactive, innovative, good communication skills.

Education : Graduation or Diploma
Experience : Minimum 1 year’s Exp as Commodity/currency Dealer
Industry : Broking (BFSI)
Location : Colaba, Mumbai

KEY RESPONSIBILITIES:-

• Attending morning meeting to discuss strategy for the day.
• To generate brokerage through advising clients on their equity portfolio
• Develop and maintain a long term relationship with clients
• Focus on generating new business
• Need to be constantly updated with the market knowledge
• Ensure all the activities are in adherence as per the compliance and risk policy.
• Keeping the clients updated on their orders,
• Monitoring client’s exposure.
• Track clients’ positions and make regular calls as per their profile & preferences
• To be accurate while taking and placing orders.
• Communicate “research calls” (Technical & Fundamental) to the clients
• Periodical meeting with the Clients

Candidate’s Profile:

• Sound knowledge of the Capital market
• basic knowledge of all financial products
• good communication skills
• Must have valid NISM certificate for Cash & Derivatives.

Qualifications: -Minimum Graduation.

Relevant Exp – Min 3 years Exp +

Compensation:   As per the industry standards  ( 2.4 lacs to 4.2 lacs per annum)

Location : Colaba, Mumbai

Key Skills & Competencies:-

• Excellent communication and listening skills
• Interest in financial products and markets
• Passion for Sales
• Ability to explain complex information clearly and simply
• Ability to understand customer’s requirements
• Ability to follow up and close deals
• Demonstrate empathy when dealing with customers
• Good mathematical and computer skills
• Attention to detail

Roles & Responsibilities:

• Learn & understand basics of all the financial products
• Understand Company’s research reports for Equity, Commodities etc.
• Source new clients for all the products and services offered by the company.
• Maintain relationship with the existing clients
• Pass on research calls to clients and answers their queries if any.
• Liaise with various departments, in order to provide better client service.
• Prepare MIS and participate in meetings
• Identify possible sales opportunities and generate new business for the company.
• Setting up meetings with new clients

Qualification: Any Graduation

Experience: Min. 2 year’s Experience

CTC: As per the industry standards (14000/- pm to 30000/- pm )