172 Finance Coordinator Jobs in Surat

Job Opportunity: Product Manager - Home Loan (HL) & Loan Against Property (LAP)  ABC Corporation is hiring a Product Manager to strategically manage and grow our Home Loan (HL) and Loan Against Property (LAP) portfolios. The ideal candidate must demonstrate a stable career profile with at least one year in their current organization and possess direct experience managing HL and LAP products. This role requires strong analytical skills to define product strategy, manage risk, ensure regulatory compliance (RBI/NHB), and drive performance metrics across cross-functional teams (Sales, Credit, IT)

Location: Madhav Darshan Society, Satellite Road, Mota Varachha, Surat, Gujarat Employment Type: Full-time, Work from Office (WFO) 1. Position Summary We are seeking a highly meticulous and experienced Account & Finance Executive to manage the complete accounting and financial operations for our jewellery business. The ideal candidate will have deep knowledge of the specific accounting principles and inventory management challenges inherent to the high-value diamond and gold industry. This role requires dedication, accuracy, and the ability to work long hours in a demanding environment. 2. Key Responsibilities Financial Accounting & Reporting Manage daily financial transactions, including ledger entries, journal vouchers, and bank reconciliation. Oversee Accounts Payable (AP) and Accounts Receivable (AR), ensuring timely collections and payments, particularly managing credit cycles common in the jewellery trade. Prepare and finalize monthly, quarterly, and annual financial statements in compliance with regulatory standards (e.g., AS/Ind AS). Handle all aspects of GST compliance, filing, and reconciliation, including understanding GST implications on B2B and B2C sales of finished jewellery and raw materials. Inventory & Material Management (Crucial for Jewellery) Maintain accurate records of precious metals (Gold, Silver, Platinum) and stones (Diamonds, Gems) inventory. This includes tracking weight, purity, carat, and value at various stages of production (raw, semi-finished, finished goods). Reconcile physical inventory counts with system records frequently, addressing variances promptly. Manage and account for job work/manufacturing processes (e.g., metal issued for casting, finished product received back). Calculate the Cost of Goods Sold (COGS) specifically for individual jewellery pieces, factoring in material cost, making charges, wastage, and overheads. Taxation & Compliance Ensure timely payment and filing of TDS, GST, and Income Tax returns. Assist in internal, statutory, and tax audits by preparing required documentation and providing clarification to auditors. Maintain comprehensive fixed asset register, especially for high-value equipment like lasers and refining machines. Administrative & Other Duties Manage payroll processing, including statutory deductions (PF, ESI, professional tax) for a 6-day work week schedule. Maintain strict confidentiality and security of all financial and proprietary information. Support management with financial analysis and data for business decision-making. 3. Work Schedule & Compensation Work Days: 6 days a week (Monday to Saturday). Shift Timings: 9:00 AM to 8:00 PM (11-hour shift with breaks). Salary: Best in Industry (Commensurate with experience and expertise in the jewellery sector).

As a Finance Manager at Gemius Studios, you will play a crucial role in overseeing financial operations, including budgeting, forecasting, and financial analysis. Your responsibilities will involve managing financial records, preparing financial reports, and ensuring compliance with financial regulations. Your collaboration with other departments will be essential in supporting business decisions and providing financial insights for strategic planning. Key Responsibilities: - Proficiency in budgeting, forecasting, and financial analysis - Experience in managing financial records and preparing financial reports - Strong understanding of financial regulations and compliance - Excellent analytical and problem-solving skills - Effective communication and collaboration abilities Qualifications: - Bachelor's degree in Finance, Accounting, or related field; a Master's degree or professional certification is a plus - Prior experience in a similar role within the marketing or creative industry is beneficial Gemius Studios is an Independent Integrated Marketing Agency dedicated to helping brands achieve their goals through creative communications, campaigns, community building, and digital discovery. With expertise in brand strategy, content production, digital discovery, brand experiences, and media planning, Gemius has spent over a decade assisting brands in their quest for recognition and discovery. The company believes in the power of enabling discovery and is committed to being the right partners for brands seeking prominence.,

You will be joining a well-established Financial Consultancy firm with 17 years of experience in the industry. The company's head office is located in Surat, with branch offices in Mumbai, Vapi, Baroda, Ahmedabad, and Rajkot. Specializing in Project Finance, the firm also excels in Real Estate Finance, MSME Loans, Bridge Loans, and restructuring products. As a Finance Specialist based in Ahmedabad or Surat, your primary responsibility will involve analyzing financial data, preparing financial statements, overseeing accounting processes, including CMA Data and Cash Flow in Construction Finance. You will be tasked with creating Networth reports and maintaining accurate financial records. Effective communication of financial information to relevant customers and collaboration with banks will also be part of your role. Key Responsibilities: - Analyzing financial data and preparing financial statements - Overseeing accounting processes, including CMA Data and Cash Flow in Construction Finance - Creating Networth reports and maintaining accurate financial records - Communicating financial information effectively to relevant customers - Collaborating with banks Qualifications: - Strong analytical skills - Proficiency in finance and accounting - Experience in preparing and analyzing financial statements - Excellent communication skills - Attention to detail and accuracy - Bachelor's degree in Finance, Accounting, or a related field - Experience in a similar role is a plus Please note that this role is a full-time hybrid position, and prior experience in Construction Finance will be beneficial.,

Role Overview: As a Senior Finance Manager at Hexxa Geo Systems Integrators Pvt Ltd in Surat, your role will involve overseeing financial reporting, budgeting, and forecasting. You will be responsible for analyzing financial data, developing financial strategies, managing financial risks, ensuring compliance with regulations, and supporting senior management in decision-making. Leading the finance team and collaborating with other departments will be essential to ensure financial efficiency and integrity. Key Responsibilities: - Oversee financial reporting, budgeting, and forecasting - Analyze financial data and develop financial strategies - Manage financial risks and ensure compliance with regulations - Support senior management in financial decision-making - Lead the finance team and collaborate with other departments Qualifications: - Strong financial management, budgeting, and forecasting skills - Experience in financial reporting and analysis - Proficiency in risk management and compliance - Leadership and team management skills - Excellent analytical and problem-solving abilities - Strong written and oral communication skills - Proficiency in financial software and tools - Bachelor's degree in Finance, Accounting, or a related field; professional certification such as CPA or CFA preferred - Experience in a similar senior finance role is a plus,

As a Banking & Financial Operations Executive for a luxury retail organization in Surat, you will be responsible for managing critical banking, treasury, and documentation processes to ensure seamless financial operations and accurate record management. Your role will involve tasks related to loan documentation, day-to-day banking activities, import/export financial workflows, reconciliation, and compliance coordination with RBI/FEMA guidelines. Key Responsibilities: - Prepare, verify, and maintain documentation for Gold Metal Loans (GML) and Working Capital Demand Loans (WCDL). - Support loan renewals and maintain accurate records for audits. - Handle new account openings, KYC updates, and routine banking communication. - Manage corporate credit card issuance, activation, tracking, and reconciliation with ERP and employee claims. - Ensure strict adherence to RBI/FEMA compliance for all cross-border transactions. - Assist with AD code-related processes and regulatory record-keeping. - Maintain MCX ledgers, daily accounting entries, and transaction logs. - Perform reconciliations for bank statements, deposits, invoices, and POS settlements, resolving mismatches promptly. - Support branches with fund transfers, POS-related issues, and banking documentation needs. - Contribute to monthly closing activities and MIS reporting for treasury and banking operations. Qualifications Required: - Strong knowledge of banking processes, financial documentation, and compliance requirements. - Hands-on experience with MS Excel, ERP tools, reconciliations, and financial tracking. - Excellent coordination and communication skills to manage multiple banking touchpoints. - High accuracy, analytical mindset, and strong problem-solving capability. - Ethical, organized, and dependable, with the ability to work effectively in a fast-paced environment.,

As a Senior Manager Accounts & Finance, you will be responsible for overseeing and managing the day-to-day operations of the accounts team. Your key responsibilities will include: - Assigning responsibilities and monitoring the performance of team members. - Providing guidance, training, and support to ensure high-quality outputs. - Ensuring timely closure of books, reconciliations, and reporting tasks. - Conducting financial reporting & analysis by preparing and finalizing financial statements such as P&L, Balance Sheet, and Cash Flow. - Conducting monthly and quarterly financial reviews and presenting findings. - Ensuring compliance with Indian Accounting Standards (Ind-AS). To qualify for this role, you should have: - A minimum of 5 years of work experience. - A qualification as a Chartered Accountant (CA). This position is based in Surat with a salary of 15 LPA.,

As an Accountant at our company, you will be responsible for managing daily accounting entries in the Tally/ERP system. Your key responsibilities will include: - Preparing and maintaining financial statements, ledgers, and bank reconciliations. - Ensuring timely filing of GST, TDS, and other statutory returns. - Assisting in monthly closing and financial reporting. - Coordinating with internal teams and auditors for smooth audits. - Monitoring expenses and supporting budgeting activities. - Maintaining accurate documentation for all financial transactions. - Supporting management with MIS and ad-hoc financial reports. In addition to the above responsibilities, you will benefit from: - Health insurance - Internet reimbursement - Leave encashment - Paid sick time - Paid time off Please note that this is a full-time, permanent position with an in-person work location.,

As a commerce graduate with 3 to 4 years of accounting experience, you have the opportunity to join the Finance & Accounting team at a manufacturing company in Surat! **Role Overview:** - Handle day-to-day finance and accounting operations - Support in maintaining accurate financial records and reports - Assist in budgeting, audits, and compliance processes **Key Responsibilities:** - Bachelor's degree in Commerce (B.Com) or equivalent - 3-4 years of relevant experience in accounting/finance - Proficiency in MS Excel and SAP accounting software preferred - Attention to detail, good communication, and team spirit If you meet the qualifications and are interested in this Account Executive position, please send your resumes to snbhargavan@shreedurgasyntex.com. As a commerce graduate with 3 to 4 years of accounting experience, you have the opportunity to join the Finance & Accounting team at a manufacturing company in Surat! **Role Overview:** - Handle day-to-day finance and accounting operations - Support in maintaining accurate financial records and reports - Assist in budgeting, audits, and compliance processes **Key Responsibilities:** - Bachelor's degree in Commerce (B.Com) or equivalent - 3-4 years of relevant experience in accounting/finance - Proficiency in MS Excel and SAP accounting software preferred - Attention to detail, good communication, and team spirit If you meet the qualifications and are interested in this Account Executive position, please send your resumes to snbhargavan@shreedurgasyntex.com.

Role Overview: As an Import Coordinator, your main responsibility will be to manage the procurement and import process of solar equipment and components. You will coordinate with suppliers, handle documentation, ensure timely shipments, and collaborate closely with logistics and finance teams. Key Responsibilities: - Coordinate import purchases of solar materials and equipment - Prepare and manage import documentation and customs clearance - Track shipments and ensure timely delivery - Liaise with freight forwarders, customs brokers, and logistics teams - Maintain accurate purchase records and assist in cost control - Resolve issues related to shipment delays or discrepancies - Support procurement team with vendor follow-ups and order management Qualifications Required: - Minimum 2 years of experience in import purchase coordination - Fluency in English (spoken, written, and reading) is mandatory - Good understanding of import/export procedures and documentation - Strong organizational and communication skills - Ability to work under deadlines and manage multiple tasks Additional Company Details: The job is full-time and requires in-person work at the specified location.,

Role Overview: As a Senior Manager in Accounts & Finance, you will be responsible for overseeing and managing the day-to-day operations of the accounts team. You will assign responsibilities, monitor the performance of team members, and provide guidance, training, and support to ensure high-quality outputs. Your role will also involve ensuring timely closure of books, reconciliations, and reporting tasks. Key Responsibilities: - Oversee and manage the day-to-day operations of the accounts team. - Assign responsibilities and monitor performance of team members. - Provide guidance, training, and support to ensure high-quality outputs. - Ensure timely closure of books, reconciliations, and reporting tasks. - Prepare and finalize financial statements (P&L, Balance Sheet, Cash Flow). - Conduct monthly and quarterly financial reviews and present findings. - Ensure compliance with Indian Accounting Standards (Ind-AS). Qualifications Required: - CA qualification. Role Overview: As a Senior Manager in Accounts & Finance, you will be responsible for overseeing and managing the day-to-day operations of the accounts team. You will assign responsibilities, monitor the performance of team members, and provide guidance, training, and support to ensure high-quality outputs. Your role will also involve ensuring timely closure of books, reconciliations, and reporting tasks. Key Responsibilities: - Oversee and manage the day-to-day operations of the accounts team. - Assign responsibilities and monitor performance of team members. - Provide guidance, training, and support to ensure high-quality outputs. - Ensure timely closure of books, reconciliations, and reporting tasks. - Prepare and finalize financial statements (P&L, Balance Sheet, Cash Flow). - Conduct monthly and quarterly financial reviews and present findings. - Ensure compliance with Indian Accounting Standards (Ind-AS). Qualifications Required: - CA qualification.

We are seeking trustworthy candidates who work efficiently without sacrificing accuracy. Accountants can expect to work with large amounts of numerical data, handle multiple tasks with deadlines, and provide transparent and complete reports to management. You should have a firm grasp of accounting and financial practices and regulations and possess strong computer and verbal and written communication skills. To ensure success, Accountants should be prompt, honest detail-oriented, professional, and analytical. Top candidates will have excellent presentation skills with the ability to successfully communicate complex quantitative data to decision-makers. Accountant Responsibilities: Complying with all company, local, state, and federal accounting and financial regulations. Compiling, analyzing, and reporting financial data. Creating periodic reports, such as balance sheets, profit & loss statements, etc. Presenting data to managers, investors, and other entities. Maintaining accurate financial records. Performing audits and resolving discrepancies. Computing taxes. Keeping informed about current legislation relating to finance and accounting. Assisting management in the decision-making process by preparing budgets and financial forecasts.

As a Mutual Fund Sales and Marketing professional at Saumit House, your role involves promoting and selling mutual funds, developing marketing strategies, building client relationships, analyzing market trends, providing investment advice, and effectively communicating with clients to capture the mutual fund sales market. Key Responsibilities: - Promote and sell mutual funds to potential clients - Develop and implement effective marketing strategies - Build and maintain strong relationships with clients - Analyze market trends to identify opportunities - Provide investment advice to clients - Communicate effectively with clients to understand their needs Qualifications Required: - Minimum 4 years of experience in Mutual Funds and Investments - Strong analytical skills and knowledge of finance - Excellent communication abilities - Relevant industry certifications or licenses are a plus - Ability to work effectively in an on-site team environment - Bachelor's degree in Finance, Business, or a related field Saumit House is a trusted investment advisory firm in India, committed to providing end-to-end investment solutions for individuals, families, and businesses. With a customer-first approach and access to top investment providers, we ensure financial security by protecting assets. Backed by leading insurers, we aim to be your long-term partner in protection.,

As a Senior Finance Manager at Greenbeam Earth Pvt. Ltd., your role will involve leading the financial strategy of the organization. This will include responsibilities such as budgeting, forecasting, financial modeling, and fundraising. Your expertise in financial planning, capital structuring, and fund acquisition from banks and financial institutions will be crucial in aligning financial performance with the company's long-term business objectives. Key Responsibilities: - Develop and oversee the company's financial strategy and planning. - Raise funds through banks and financial institutions to support business growth and operations. - Create and manage detailed financial models for project evaluation and strategic decisions. - Conduct in-depth analysis of financial performance, risks, and investment opportunities. - Ensure compliance with regulatory standards, tax policies, and internal controls. - Collaborate with senior leadership to support decision-making with financial insights. - Lead budgeting, forecasting, and cash flow planning activities. - Monitor cost structures and suggest financial efficiencies. - Supervise the finance and accounts team across various locations. - Work with ERP systems for financial planning and reporting. Qualifications Required: - Proven experience in financial management and strategic planning. - Strong knowledge of capital markets, financial regulations, and accounting principles. - Excellent analytical skills with the ability to interpret complex financial data. - Advanced proficiency in financial modeling and Microsoft Excel. - Effective communication and leadership abilities to collaborate with cross-functional teams. - Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred.,

As a Senior Finance Manager, you will play a crucial role in overseeing the financial aspects of the organization. Your responsibilities will include: - Financial Planning & Analysis (FP&A): - Leading the annual budgeting, quarterly forecasting, and long-term financial planning processes. - Analyzing financial results to provide insights on variances, trends, and risks. - Presenting financial reports and dashboards to senior leadership with actionable recommendations. - Financial Reporting: - Overseeing the preparation of monthly, quarterly, and annual financial statements. - Ensuring accuracy, completeness, and compliance with regulatory and accounting standards (GAAP/IFRS). - Managing the consolidation of financials across business units. - Cash Flow & Treasury Management: - Monitoring cash flow, working capital, and liquidity requirements. - Optimizing banking relationships, investments, and fund management. - Forecasting cash needs and supporting capital allocation decisions. - Compliance & Control: - Ensuring compliance with statutory regulations, direct/indirect taxes, audits, and financial controls. - Working closely with internal and external auditors. - Strengthening internal control systems, SOPs, and financial risk mitigation processes. - Business Partnering: - Collaborating with cross-functional teams to improve financial performance. - Supporting management with financial models, cost-benefit analyses, and scenario planning. - Driving cost reduction initiatives and operational improvements. - Team Leadership & Development: - Leading and mentoring finance team members to enhance performance and capabilities. - Allocating responsibilities effectively and building a high-performing finance function. - Strategic Initiatives: - Supporting M&A activities, due diligence, and integration processes if applicable. - Leading financial systems improvements, automation, and ERP optimization. Key Requirements: Education & Experience: - CA / MBA (Finance) / CPA preferred. - 12+ years of progressive experience in finance, accounting, or FP&A. - Experience in managing a finance team and working closely with leadership. Technical Skills: - Strong knowledge of accounting principles, GST, income tax, audits, and financial regulations. - Advanced Excel and financial modeling skills. - Experience with ERP systems (SAP, Oracle, Tally, Netsuite, etc.). Please note that the salary range for this position is up to 50000 K.,

As a Junior Finance Manager at our company, you will be responsible for managing financial operations, analyzing data, and ensuring compliance with accounting standards. Working closely with our finance and leadership teams, you will play a key role in preparing budgets, tracking financial performance, and supporting decision-making for long-term business growth. **Core Responsibilities:** - Assist in preparing monthly, quarterly, and annual financial reports - Support budgeting and forecasting activities - Maintain accurate records of financial transactions - Conduct variance analysis and provide insights to management - Ensure compliance with financial regulations and company policies - Collaborate with auditors, accountants, and internal teams **Ideal Candidate:** - Strong understanding of accounting principles and financial reporting - Proficiency in MS Excel and accounting software (e.g., Tally, QuickBooks, SAP) - Strong analytical and problem-solving skills - Excellent attention to detail and accuracy - Good communication and organizational skills - Bonus: Knowledge of taxation, compliance, or corporate finance **Qualifications:** - Bachelors degree in Finance, Accounting, Economics, or related field (preferred, not mandatory) - MBA Finance, CA Inter, or equivalent certification is a plus - Fresh graduates or candidates with internship experience are encouraged to apply In addition to the above, you are expected to work full-time from Monday to Friday, 40 hours per week, with 8 hours per day, starting from 10:00 AM to 6:00 PM. If you believe you possess the required skills and qualifications, we encourage you to apply for this exciting opportunity as a Junior Finance Manager at our company.,

Role Overview: As a Finance Manager at Heaven Green Energy Ltd, you will play a crucial role in developing short-term and long-term financial strategies aligned with business goals. Your responsibilities will include leading budgeting, cost planning, and forecasting exercises, as well as conducting profitability analysis to provide actionable insights. Additionally, you will support business expansion through financial planning and risk assessment. Key Responsibilities: - Develop short-term and long-term financial strategies aligned with business goals - Lead budgeting, cost planning, and forecasting exercises - Conduct profitability analysis and provide actionable insights - Support business expansion through financial planning and risk assessment - Manage fund raising and banking management activities - Identify and secure funding options for growth and working capital - Prepare CMA data, projections, financial statements, and loan documentation - Manage fund utilization, loan renewals, interest cost optimization, and compliance - Prepare and manage project budgets, cost-to-complete analysis, and cash flow for project finance - Track WIP, material utilization, and project cost variance - Manage costing of inverters, electrical components, and solar accessories for manufacturing finance - Implement BOM-based costing, overhead allocation, and variance analysis - Develop and implement company-wide cost control systems for EPC and manufacturing operations - Ensure proper compliance with GST, TDS, and Income Tax laws for taxation - Identify financial risks and implement effective mitigation strategies for risk management - Lead and mentor the Finance, Accounts, and Taxation teams for leadership and team management Qualifications Required: - CA or MBA (Finance) preferred - 8-10 years of experience in Finance/Accounts - Strong knowledge of costing, taxation, banking, and compliance - Experience with ERP systems Additional Details of the Company: Heaven Green Energy Ltd is a fast-growing solar EPC and inverter company that values skills and supports professional growth. The company encourages innovation, continuous learning, and career development, providing a dynamic and transparent work environment. Joining Heaven Green Energy Ltd offers the opportunity to make a meaningful impact in the renewable energy sector, contributing to a cleaner and sustainable future.,

As an Accounting Assistant at our company, your role will involve the following responsibilities: - Assist in recording daily financial transactions such as sales, purchases, expenses, and receipts. - Maintain proper documentation of invoices, vouchers, and other accounting records. - Support data entry in accounting software like Tally or ERP. - Assist in preparing and filing GST, TDS, and other statutory requirements. - Help in reconciling accounts and ledgers. In terms of banking duties, you will be required to: - Visit banks for cheque deposits, cash withdrawals, and other routine transactions. - Submit and collect important banking documents such as NEFT/RTGS forms and account statements. - Maintain entries for petty cash and daily cash book. To excel in this role, you should possess the following skills and qualifications: - 12th Pass/ B.Com or Diploma in Accounting or a related field. - Minimum 2 years of experience in accounting or bank-related roles. - Basic knowledge of accounting principles and proficiency in MS Excel. - Familiarity with accounting software, especially Tally, is preferred. - Good numerical and communication skills. - Trustworthy, punctual, and open to local travel for banking work. If you are looking for a full-time position that requires in-person work, this opportunity might be the right fit for you.,

As a Credit Underwriter, your role involves reviewing and assessing a broad range of complex loan applications within defined guidelines to make decisions or recommend for approval to higher authorities. You will be responsible for underwriting proposals according to laid down policies & procedures to honor agreed Service Level Agreements (SLAs) and manage business volumes in your assigned city/ area. Conducting personal discussions with customers to establish creditworthiness, ensuring completion of credit/KYC documents, and verifying information through telephonic, field, and collateral visits will be a crucial aspect of your responsibilities. Key Responsibilities: - Assess income to obligation ratios with in-depth knowledge of the rational behind ratio calculations and their impact on loan performance during the tenure. - Maintain Portfolio MIS, Delinquency MIS, and other operations-related MIS for the cluster, providing regular reports. - Build effective relationships with third parties to facilitate the best outcomes for clients. - Take ownership of client queries, leveraging industry knowledge and experience to overcome challenges and solve problems. - Exceed service quality standards and focus on continuous process improvement. - Undertake critical reviews of credit proposals to identify industry, business, financial, management, and facility structure risks. - Ensure collateral and other credit risk mitigation to aid the approving authority in making decisions. - Enable quick turnaround time of credit lending proposals in collaboration with the sales team. - Conduct ongoing reviews of credit exposures to maintain bankable exposure levels. - Facilitate critical review and documentation of proposals, monitor client and collateral creditworthiness, and take steps for risk mitigation while ensuring adherence to legal and documentation norms and policies. - Manage the credit underwriting function of your branch, ensuring quick turnaround of credit lending proposals in liaison with local credit analysts and the sales team. Qualification Required: - Post Graduate/ Graduate in any discipline In this role, you will play a critical part in the credit underwriting process, ensuring thorough assessment of loan applications while adhering to policies and procedures to mitigate risks effectively. Your ability to maintain strong relationships, analyze credit risks, and facilitate timely decision-making processes will be key to your success in this position.,

Role Overview: You are being offered a full-time, on-site Equity Dealer role in Surat at Ckredence Wealth. As an Equity Dealer, your responsibilities will include managing equity trades, monitoring market performance, and assisting clients in executing investment decisions. You will be expected to conduct daily market analysis, ensure compliance with regulatory guidelines, and collaborate with the team to achieve optimal portfolio performance. Your role will also involve staying updated on market trends and providing clients with informed recommendations aligned with their investment goals. Key Responsibilities: - Execute equity trades (NSE/BSE) accurately and promptly on behalf of clients. - Monitor stock market movements and provide real-time trading advice to clients. - Maintain active communication with clients to inform them of market trends, investment options, and risk factors. - Ensure all regulatory and compliance requirements (SEBI, NISM, etc.) are met in daily trading activities. - Coordinate with the back-office team for timely settlement and reporting. - Maintain and grow client relationships to ensure repeat business and client satisfaction. - Prepare daily and periodic trading reports for internal and client use. - Monitor client positions and margin requirements to prevent over-leveraging. - Support in onboarding new clients and advising them on investment strategies. Qualification Required: - Knowledge in Stock Market, Trading, and Equities. - Strong understanding of Finance and Investments. - Analytical skills and the ability to interpret market trends. - Proficiency in financial tools and trading platforms. - Excellent problem-solving and decision-making skills. - Effective communication and client relationship management skills. - Relevant certifications (e.g., NISM) are a plus. - Bachelor's degree in Finance, Economics, or a related field. Additional Details: Ckredence Wealth, formerly Chirag Financial Services, is a well-established wealth management firm with over 1,200 crores in Assets Under Management (AUM). Founded by Chirag Shah and guided by Fund Manager Kartik Mehta's 20+ years of market expertise, the company provides a comprehensive range of financial solutions, including SEBI-registered Portfolio Management Services, equity investments, mutual funds, bonds, fixed deposits, and currency markets. With 40+ years of experience and 15,000+ client portfolios managed globally, Ckredence is supported by 50+ certified financial experts. Headquartered in Surat, the company also operates in Mumbai and Vadodara, with a presence across India.,