42 Financial Associate Ii Jobs in Erode

Key responsibilities Sales strategy and implementation: Develop and execute sales strategies for a specific geographic area to achieve sales targets. Team management: Lead, coach, and motivate a team of sales representatives to ensure they meet their individual and team goals. Sales analysis: Monitor and analyze sales performance, market trends, and competitor activity to identify opportunities and adjust strategies. Client relationship management: Build and maintain strong relationships with key clients and customers. Performance monitoring: Ensure compliance with company policies and procedures, and prepare and present sales reports to senior management. Market development: Identify new market opportunities and acquire new customers while also focusing on upselling to existing ones.    Essential skills and qualifications Strong leadership and communication skills. Excellent analytical and strategic thinking abilities. Proven sales experience and a track record of meeting targets. Customer-focused mindset with strong relationship-building skills. Bachelor's degree, often in business or marketing, is typically required. An MBA may be preferred in some industries

Job Title : Investment Relationship Manager Position purpose: To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies: Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund Distributors Certification Examination and EUIN Number Education:Grad/P.G Exp: 0.6months to 5yrs Sat & sunday holiday. Will have public holidays. Interested candidates whatsapp cvs to Harika - 8106336954/ call me. Email harika@avaniconsulting.com

Role Overview: We are seeking dynamic, self-motivated individuals to drive sales of financial products and services. The ideal candidate should be target-driven and possess excellent interpersonal skills.   Key Responsibilities:        Promote and sell financial products to existing and potential customers        Work on multiple lead sources company-generated, cold, and self-sourced        Achieve assigned sales targets and performance metrics        Maintain strong customer relationships and provide excellent service        Ensure accurate documentation and adherence to internal processes        Submit timely reports and updates to the reporting manager   Eligibility Criteria:        Education: Graduate only        Experience: Open to freshers and experienced candidates        Age: 20 35 years        Other Requirements:        CIBIL score of 700 or above        Good communication and customer handling skills        Must own a valid two-wheeler with driving license        Willingness to report to office daily   Compensation & Benefits:        Salary: As per state-specific minimum wage guidelines        Fixed Allowances: Petrol 1,200/month, Mobile 400/month        Performance Incentives: Uncapped, based on achievement        Statutory benefits and deductions as applicable   Why Join Us        Competitive compensation and performance-based incentives        Stable on-roll employment with Bajaj Finance Limited        Structured training and career growth opportunities        Transparent policies and performance recognition  

A procurement assistant provides administrative support to the procurement department by handling tasks like preparing purchase orders, tracking deliveries, and maintaining vendor records. They help source suppliers, negotiate prices, and ensure that goods and services are delivered on time and meet quality standards. This role involves administrative support, data entry, and communicating with both internal teams and external vendors.    Order processing: Create, review, and process purchase requisitions and orders. Supplier management: Maintain and update supplier databases, conduct market research for new vendors, and act as a point of contact for suppliers. Administrative support: Handle procurement-related documentation, manage records, and assist with audits and invoice processing. Delivery and inventory: Track the status of orders to ensure timely delivery, inspect deliveries, and assist with inventory control and stock counts. Coordination: Liaise with internal departments to understand their procurement needs and with the finance team to help with vendor payments. Communication: Communicate with suppliers to resolve order discrepancies and negotiate terms.   administrative skills organizational skills Analytical Interpersonal skills Knowledge in purchasing Communication Negotiation  

Job Description: As an Article Assistant at our company located in Erode, you will play a vital role in supporting senior accountants and auditors in various day-to-day tasks. Your responsibilities will include assisting with audits, tax returns, and financial documentation. Additionally, you will be involved in preparing reports, conducting research, maintaining records, and ensuring compliance with regulations. Key Responsibilities: - Support senior accountants and auditors in day-to-day tasks - Assist with audits, tax returns, and financial documentation - Prepare reports and conduct research - Maintain records and ensure compliance with regulations Qualifications Required: - Basic knowledge of accounting principles and practices - Proficiency in using accounting software and MS Office tools - Strong attention to detail and organizational skills - Good communication skills and ability to work collaboratively in a team - Ability to handle multiple tasks and meet deadlines - Relevant certifications or degrees in Accounting or Finance are a plus (e.g., CA Inter, CMA Inter, CS Inter) Additional Details: No additional details provided in the job description.,

As a Junior Accounts Executive at our company, you will play a key role in managing daily accounting operations, maintaining financial records, and supporting the senior accounts team with various tasks. Your responsibilities will include: - Handling data entry, invoice processing, and expense tracking in tally. - Maintaining accurate and up-to-date ledger entries, journal vouchers, and supporting documents. - Assisting in GST, TDS, and other statutory compliance under the supervision of the senior accountant. - Supporting internal and external audits by providing necessary documentation. - Performing other related accounting and administrative duties as assigned. To qualify for this role, you will need: - A Bachelor's degree in Commerce, Accounting, or Finance (B.Com / M.Com or equivalent). - Minimum of 2 years of experience in accounting or a related field (freshers with strong academic knowledge may also apply). Please note that this is a full-time, permanent position located in person.,

KPA & Activities: Business Targets: Achievement of business targets for all financial products as defined and agreed upon. Meet customers to sell all financial products Meet & counsel Walk -in & DSA customers who have been referred to him / her by HDFC Limited Influence customers to buy FD who have no prior HDFC Deposit relationship. Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options. Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale. Communicate the necessary details to the customers for the products being bought by them. Ensure sale is completed through / in line with the defined sales process. Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc)  and appropriate open market  share for all products ( PAR / ULIP / Non Par). Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives). Closely monitor the HL data of the HL executives mapped to maximize the business opportunities. Ensure maximum joint calls with each HL executive mapped. Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.) Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system. Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections. Be updated with the latest product features to enhance his / her selling abilities Ensure all desired matrix and business composition (persistency, funded, non funded, etc.) are met Functional Competency In-depth product knowledge (policies, features, riders and instalments) Knowledge of competitors product (policies, features, riders and instalments) Knowledge of market Knowledge of Financial Planning Knowledge of sales process Knowledge of customer profiling Behavioural Competency Selling skills Interpersonal skills Communication skills Planning skills (ability to plan his/her own work) Time management Customer centric (orientation) Ability to perform calculations (premiums, comparisons with other products)   Relationship Building : Manage relationship with HL executives mapped to him / her. Maintain good relations with HDFC Limited Maintain good relationship with Channel partners & DSA Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customers financial needs.

Job Summary: We are seeking a motivated and results-driven Field Collection Executive to join our team. The successful candidate will be responsible for visiting customers to collect overdue payments, ensuring timely recovery of dues while maintaining a professional and customer-centric approach. Key Responsibilities: Visit defaulters/customers at their home or office locations for payment follow-ups. Ensure timely collection of EMIs or overdue payments as per assigned targets. Educate customers on outstanding amounts, payment options, and consequences of non-payment. Negotiate payment plans or settlements within company guidelines. Submit daily collection reports and field visit updates to the Collection Manager. Ensure all collections are documented and receipted properly. Coordinate with the internal accounts and customer service teams. Adhere to legal and ethical guidelines in all interactions. Maintain professionalism and ensure the companys brand reputation is upheld. Key Skills and Requirements: Education: Minimum 10+2 (Higher Secondary). Graduate preferred. Experience: 1 years in field collections, recovery, or a similar role. Freshers with good communication skills may also apply. Skills: Strong interpersonal and negotiation skills. Ability to work independently and manage time effectively. Basic understanding of financial products (loans, EMIs, credit, etc.). Knowledge of local areas/routes. Familiarity with mobile apps or basic tech for reporting. Other Requirements: Must own a two-wheeler with a valid driving license. Smartphone with internet access for daily reporting. Willing to travel extensively within assigned territory. Benefits: Fixed salary + performance-based incentives. Travel and mobile reimbursements. Insurance and other employee benefits as per company policy.

Job description     Process all reservation requests, changes, and cancellations received by phone, fax, or mail. Identify guest reservation needs and determine appropriate room type. Verify availability of room type and rate. Explain guarantee, special rate, and cancellation policies to callers. Accommodate and document special requests. Answer questions about property facilities/services and room accommodations. Follow sales techniques to maximize revenue. Input and access data in reservation system. Indicate special room reservation types (complimentary rooms, employee discounts, travel agent inspection rates, and wholesale reservations) by inputting the correct code and rate into the reservation system. Follow proper escalation procedures when addressing guest concerns. Follow all company policies and procedures; ensure uniform and personal appearance are clean and professional; maintain confidentiality of proprietary information; protect company assets; protect the privacy and security of guests and coworkers. Welcome and acknowledge all guests according to company standards; anticipate and address guests service needs; assist individuals with disabilities; thank guests with genuine appreciation. Speak with others using clear and professional language; answer telephones using appropriate etiquette.  

Job Description POSITION SUMMARY Check figures, postings, and documents for accuracy. Organize, secure, and maintain all files, records, cash and cash equivalents in accordance with policies and procedures. Record, store, access, and/or analyze computerized financial information. Classify, code, and summarize numerical and financial data to compile and keep financial records, using journals, ledgers, and/or computers. Prepare, maintain, audit, and distribute statistical, financial, accounting, auditing, or payroll reports and tables. Complete period-end closing procedures and reports as specified. Prepare, review, reconcile, and issue bills, invoices, and account statements according to company procedures. Follow-up and resolve past due accounts and vendor invoices until payment in full is received or resolved. Coordinate tasks and work with other departments; serve as a departmental role model or mentor; assign and ensure work tasks are completed on time and that they meet appropriate quality standards. Report work-related accidents, or other injuries immediately upon occurrence to manager/supervisor. Follow all company policies and procedures; ensure uniform and personal appearance are clean and professional; maintain confidentiality of proprietary information; protect company assets. Speak with others using clear and professional language; prepare and review written documents accurately and completely; answer telephones using appropriate etiquette. Develop and maintain positive working relationships with others; support the team to reach common goals; listen and respond appropriately to the concerns of other employees. Move, lift, carry, push, pull, and place objects weighing less than or equal to 10 pounds without assistance. Perform other reasonable job duties as requested by Supervisors.

As a Personal Banker at our bank located in Erode, Tamil Nadu, India, your role will primarily involve Relationship Management. **Key Responsibilities:** - Building and maintaining customer relationships - Providing personalized banking services to clients - Cross-selling banking products and services - Assisting customers with account transactions and inquiries - Resolving customer complaints and issues in a timely manner **Qualifications Required:** - Bachelor's degree in Finance, Business Administration, or related field - Previous experience in banking or customer service is preferred - Strong communication and interpersonal skills - Knowledge of banking products and services If you are looking to join a dynamic team in the banking sector and have a passion for customer service, this role as a Personal Banker could be the perfect fit for you.,

As a Bharat Money Officer, your role will involve boosting sales, managing customer relationships, meeting monthly targets, and ensuring compliance. This includes identifying and supporting merchants, promoting financial products, and delivering excellent customer service. Key Responsibilities: - Boost sales and meet monthly targets - Manage customer relationships effectively - Ensure compliance with regulations - Identify and support merchants - Promote financial products - Deliver excellent customer service Qualifications: - Education: Completed high school and hold a graduation degree - Experience: 0-3 years of experience in sales, customer management, or a related field - Additional Requirements: Ability to travel locally and possess a valid driving license The company offers benefits such as health insurance, life insurance, paid sick time, and Provident Fund. The work schedule is on a day shift basis with performance bonuses and yearly bonuses available. Note: The job types available are full-time, permanent, and suitable for freshers. The required education level is Higher Secondary (12th Pass). The work location is in person. As a Bharat Money Officer, your role will involve boosting sales, managing customer relationships, meeting monthly targets, and ensuring compliance. This includes identifying and supporting merchants, promoting financial products, and delivering excellent customer service. Key Responsibilities: - Boost sales and meet monthly targets - Manage customer relationships effectively - Ensure compliance with regulations - Identify and support merchants - Promote financial products - Deliver excellent customer service Qualifications: - Education: Completed high school and hold a graduation degree - Experience: 0-3 years of experience in sales, customer management, or a related field - Additional Requirements: Ability to travel locally and possess a valid driving license The company offers benefits such as health insurance, life insurance, paid sick time, and Provident Fund. The work schedule is on a day shift basis with performance bonuses and yearly bonuses available. Note: The job types available are full-time, permanent, and suitable for freshers. The required education level is Higher Secondary (12th Pass). The work location is in person.

As an Accounts & Admin Executive at The Maark Trendz in Erode, Tamil Nadu, you will play a crucial role in managing the day-to-day accounting tasks and ensuring accurate financial reporting. Working closely with the finance team, your attention to detail and strong organizational skills will be essential in maintaining the integrity of the company's financial records. **Key Responsibilities:** - **Invoice Management:** - Prepare and process invoices for customer purchases and supplier transactions. - Ensure all invoices are accurate and issued in a timely manner. - Maintain records of all transactions and reconcile discrepancies. - **Accounting Entries:** - Record daily financial transactions accurately into Tally. - Reconcile bank statements, ledger accounts, and other financial documents. - Assist in preparing financial statements and reports. - **Stock Management:** - Monitor inventory levels and maintain proper stock records. - Update stock entries and conduct regular stock audits for accuracy. - Coordinate with the warehouse team to track stock movements and resolve discrepancies. - **General Accounting Support:** - Assist in budgeting and financial forecasting. - Support month-end and year-end closing processes. - Address accounting-related queries from internal teams or external parties. **Qualifications:** - Education: Bachelor's degree in Accounting, Finance, or related field. - Experience: 1 year of experience preferred; freshers can also apply. - Software Skills: Proficiency in Tally is essential; experience with other accounting software is a plus. - Technical Skills: Strong understanding of accounting principles. - Attention to Detail: High level of accuracy and attention to detail in managing financial records and transactions. - Communication: Effective verbal and written communication skills. - Organizational Skills: Ability to manage multiple tasks and prioritize workload efficiently. **Why Join Us ** - Competitive salary and benefits package. - Opportunity to work in a dynamic and growing retail environment. - Professional development and growth opportunities. If interested, you can apply by contacting HR at 9360903010 or by dropping your CV at hrcbemaarktrendz@gmail.com. The Maark Trendz is an equal opportunity employer that values diversity and is committed to creating an inclusive workplace for all employees.,

As the Procurement and Administrative Manager in a textile manufacturing environment, you will be responsible for overseeing the entire procurement cycle and administrative operations to ensure cost-effective purchasing, supplier management, and smooth office functioning to support production and business objectives. **Key Responsibilities:** - Develop and implement procurement strategies for raw materials, fabrics, trims, and general supplies to ensure uninterrupted production and optimal inventory levels. - Source, evaluate, and negotiate with suppliers for quality, price, and timely delivery, maintaining robust vendor relationships and records. - Prepare and process purchase orders, monitor contract compliance, and manage procurement documentation in accordance with company policy. - Collaborate with production, quality, and finance teams to align purchase planning with actual requirements. - Monitor, control, and optimize purchase budgets, ensuring adherence to financial targets and identifying cost-saving opportunities. - Lead administrative operations, including facility management, asset upkeep, office supplies, and vendor coordination. - Ensure statutory compliances related to procurement, administration, taxes, and EHS (Environment, Health & Safety) standards. - Implement and optimize ERP systems for procurement and administrative activities. - Supervise and develop purchasing and administrative staff; provide ongoing training and performance reviews. **Qualifications and Skills:** - Bachelors degree in Supply Chain, Business Administration, Textile Management, or related field. - 5+ years experience in purchase/procurement, preferably within the textile or garment industry. - Strong negotiation, analytical, and vendor management skills. - Experience with ERP/procurement software and MS Office. - Excellent interpersonal, organizational, and communication skills. In this role, you will report to the General Manager-operations and combine strategic sourcing expertise with hands-on administrative management to ensure seamless factory or office operations in a textile business. **Locality:** Erode **Linguistic Ability:** Hindi will be an added advantage **Benefits:** - Cell phone reimbursement - Commuter assistance - Health insurance - Internet reimbursement - Leave encashment - Life insurance - Paid sick time - Paid time off - Provident Fund (Note: Additional details of the company were not provided in the job description.),

As a Chartered Accountant / Cost & Finance Analyst at our company in Erode, Tamil Nadu, specializing in TMT Steel / Manufacturing industry, you will be responsible for the following key areas: - Financial Planning & Analysis (FP&A) - Accounting & Compliance - Costing & Cost Control - Taxation - Banking & Treasury - Audit & Controls - Stakeholder Coordination You should possess the following skills and competencies to excel in this role: - Strong analytical & problem-solving skills - Proficiency in MS Excel, Word, PowerPoint - Good communication (English & Tamil preferred) - ERP / Accounting software knowledge - Ability to meet deadlines & multitask - Adaptability in a manufacturing environment The qualification required for this position is CA / CMA (Preferred). Fresher or Inter-qualified CA/CMA candidates may also apply. Experience of 02 years is preferred, however, Freshers / Inter-qualified individuals will be considered. The compensation for this position will be as per company standards and will be based on your skills and experience. This is a full-time job that requires you to be present in person at the work location.,

As a Financial Analyst at TMT Steels, your role will involve a variety of responsibilities to support the financial health of the company. Here are the key aspects of your job: - Assist in the preparation of budgets, forecasts, and long-term financial plans to contribute to the financial planning and analysis process. - Analyze financial data, variances, and trends to provide valuable insights on risks, profitability, and performance, aiding in informed business decisions. - Assist in the closing of books, preparation of financial statements, and ensure compliance with relevant laws and regulations such as Companies Act, Income Tax, GST, etc. - Maintain reports and presentations using tools like Excel, Word, and PowerPoint to effectively communicate financial information. - Monitor cost centers, working capital, and operating expenses to control costs and work with operational teams on cost analysis, inventory valuation, and pricing. - Assist in the preparation and filing of GST, TDS, and corporate tax returns, collaborating with tax consultants for audits and assessments. - Support cash flow and fund flow management, assist in documentation for LC/BG issuance, and ensure banking compliance. - Coordinate with internal and statutory auditors during audits, help establish internal controls, and ensure adherence to SOPs. - Work closely with CFO and finance team on strategic finance decisions, and liaise with auditors, banks, and regulatory authorities when necessary. Qualifications required for this position include being a CA / CMA completed or pursuing candidate with 12 years of experience or freshers/interns. The job type is full-time, and the benefits include health insurance and Provident Fund. The work location is in person at Erode/Salem.,

As a Branch Operations Specialist at Clubinit HR Services in Erode, your role will involve overseeing daily branch operations, managing customer service interactions, and ensuring efficient workflow within the branch. Your responsibilities will include handling operational tasks, fostering relationships with clients to enhance business performance, and assisting in the execution of financial and branch-specific strategies to meet organizational goals. Key Responsibilities: - Oversee daily branch operations - Manage customer service interactions - Ensure efficient workflow within the branch - Handle operational tasks - Foster relationships with clients to enhance business performance - Assist in executing financial and branch-specific strategies Qualifications: - Prior Knowledge of Audio Visual Engineering is a big advantage - Good understanding of Interior Acoustics - Proficiency in Branch Banking Operations and Operations Management - Experience in Customer Service and Business Relationship Management - Knowledge of Finance-related processes and practices - Strong organizational, communication, and problem-solving skills - Ability to effectively collaborate with team members and clients - Bachelor's degree in Business Administration, Finance, or related field preferred - Prior experience in branch operations or a similar role is an advantage,

As a qualified Chartered Accountant with a minimum of 5 years of experience in a manufacturing company, you will be responsible for independently managing finance and accounts for a turnover of around 500 Crores per year. Key Responsibilities: - Banking operations and Treasury Management - Direct & Indirect Taxation including GST - Handling Bank Loans, Income Tax, Financial Reporting & Audit - Liaison with Banks, Auditors, and Statutory Authorities - Preparation of MIS reports, overall financial control, P&L, ABS Qualification Required: - Chartered Accountant (CA) pass The company is looking for a dedicated individual who is willing to work full-time and is based in Erode, Tamil Nadu or willing to relocate with an employer-provided relocation package.,

As a Junior Accountant at our company, your main role will consist of supporting the day-to-day accounting operations. This will involve assisting in accurate financial record-keeping, ensuring statutory compliance, and coordinating with the export and costing teams. This position is perfect if you are looking to develop your expertise in manufacturing cost structures, export finance, and the textile and garment supply chain. Key Responsibilities: - Support the preparation of monthly and quarterly financial reports. - Maintain basic records for inventory and finished goods accounting. - Assist in preparing product-wise cost sheets for fabrics, trims, stitching, and finishing. - Compile data for standard vs. actual cost comparison. - Support the pricing and margin analysis process for domestic and export orders. - Prepare draft invoices, packing lists, and supporting documents for export shipments. - Assist in compiling financial documentation for LC, TT, and export incentive claims (RoDTEP, RoSCTL). - Help maintain GST records, input tax credits, and support periodic filings. - Gather and organize documents for statutory, tax, and internal audits. - Support implementation of internal controls over cash, procurement, and inventory. - Enter and update accounting data in ERP systems. - Support automation and digitization efforts for reports and reconciliations. - Coordinate with merchandising, production, and export documentation teams for smooth data flow. Qualifications: - Bachelor's degree in Commerce, Accounting, Cost Accounting or Finance (CA Inter / CMA Inter preferred but not required). - 1-3 years of experience in accounting, preferably in a manufacturing or export environment. - Basic knowledge of GST, TDS, and costing principles. - Proficiency in Tally, MS Excel, and familiarity with ERP systems. - Willingness to learn export documentation and DGFT portal procedures. Key Skills: - Attention to detail and accuracy. - Good numerical and analytical skills. - Ability to work under supervision and meet deadlines. - Basic understanding of bank procedures and export finance. - Effective communication and team collaboration. In addition to the responsibilities and qualifications outlined above, our company offers the following benefits: - Cell phone reimbursement - Health insurance - Leave encashment - Paid sick time - Provident Fund Please note that this is a full-time position based in Erode, Tamil Nadu. Reliable commute or planning to relocate before starting work is required. Education: - Bachelor's degree in Commerce, Accounting, Cost Accounting or Finance Experience: - 3 years of experience in accounting Work Location: - In person,

As an Accounts Executive, you will be responsible for reconciling bank statements, maintaining the general ledger, and ensuring accurate recording of all financial transactions. Your key responsibilities will include: - Reconciling bank statements and resolving any discrepancies - Maintaining the general ledger and ensuring accurate recording of financial transactions - Performing month-end and year-end closing activities - Preparing and submitting tax returns and other statutory filings - Supporting internal and external audits by providing necessary documentation and information - Working closely with other departments to ensure accurate and timely financial information - Communicating effectively with team members and management - Assisting in the closure of reconciling items by understanding the root cause and liaising with other functions of finance for timely resolution - Assisting in driving process improvements and standardization activities - Managing export documentation, including preparation of commercial invoices, packing lists, and other relevant documents - Coordinating with clients to obtain necessary information for document preparation - Maintaining accurate records of exports using Tally ERP software Key Skills required for this role include a strong understanding of accounting principles, proficiency in Microsoft Excel and other financial analysis tools, excellent analytical and problem-solving skills, attention to detail, and a high level of accuracy. Strong organizational and time management skills are also essential. In addition to the responsibilities and qualifications mentioned above, the company offers benefits such as commuter assistance, provided food, health insurance, and provident fund. The preferred language for this role is English, and the work location is in person. This is a full-time, permanent position suitable for candidates with 3-5 years of experience in accounting or finance roles and a Bachelor's degree in Accounting, Finance, or a related field.,