546 Financial Services jobs in India

About the Role:

We are currently seeking a Financial Professional to join one of our client teams.

Our Financial Professional is a collaborative team member supporting core business analysis and metrics for the account.

The Finance Associate will support the Client Account Finance Manager with all areas of the finance function of the account, including month-end reporting, budgeting and forecasting, ensuring timely and accurate financial reporting for the Client, Account Management team and to the JLL Corporate Finance Team. If you are a clear communicator, organized with effective time management skills, demonstrating a willingness to learn and adapt, with the highest standards of behavior, collaborative manner, and work ethic then this role is for you.

What this job involves:

• Work closely with the finance manager and Lead monthly and year-end close activities, ensuring integrity and accuracy of reported results and reconciliation with client billing
• Review and ensure monthly deliverables are accurate and within the agreed timescales
• Advise the Client Finance Manager on any risks highlighted through the preparation of the monthly deliverables
• Support with annual budget plan preparation and submission as assigned
• Month end preparation including GL review and journals/accruals posting
• Cooperation with various stakeholders including Facility Managers, Sourcing, GL Team, Corporate Teams and our counterparts in India to ensure good relationship
• Manage the overall accuracy and timely delivery of the monthly reporting compliance package inclusive of variance analysis, supporting schedules, and forward-looking commentary inclusive of risks and opportunities to contractual budget.
• Ensure compliance with client contract terms, including Master Services Agreements and relevant amendments
• Gain comprehensive understanding of client and corporate financial requirements, translate those requirements to operational and finance teams, and maintain processes to ensure established requirements are met
• Provide oversight and ensure accuracy and compliance with contract terms in the revenue recognition process.
• Manage team in achieving accounts receivable objectives and metrics - oversee maintenance and research on AR over 30 days past due
• Oversee cash management procedures to ensure accounts receivable/payable objectives and contractual vendor payment requirements are achieved for fixed contract and above scope project work.
• Develop and maintain robust internal control systems to safeguard the organization's financial assets; participate in other internal controls-related programs (zero leaks, account reviews, QA findings, etc).
• Design, implement, document, and maintain policies and procedures that optimize efficiency, effectiveness, and internal controls across the portfolio.
• Corporate finance management including: annual and periodic budgeting for the JLL P&L for the assignment, monitoring accuracy of JLL income statement, monitoring corporate receivables, and quarterly revenue attestation.
• Participate in special projects and ad-hoc analysis as required by the management or clients
• Have a comprehensive technical and functional understanding of all finance and accounting systems & processes.

Sounds like you To apply you need:

• Bachelors Degree or higher in a related field (Finance, Accounting, Economics, etc.)
• CPA or CA preferred.
• 8-10 years related experience, working in a large, complex, global public company.
• Experience with US GAAP a plus.
• Demonstrated project & time management skills and a willingness to learn and adapt, with the highest standards of behavior, collaborative manner and work ethic.
• Demonstrated leadership skills with the ability to drive and influence change without authority.
• Experience using information technology as it applies to finance to drive performance and productivity enhancements.
• Excellent proficiency in financial analysis tools (e.g., Excel, financial planning software) and familiarity with ERP systems.
• Strong analytical skills and ability to analyze complex financial data, identify trends, and draw meaningful insights.
• Good team player, independent and able to work under tight timelines.
• Comfort with ambiguity; skilled at problem-solving to meet internal customers needs; proven ability to work through roadblocks; demonstrated critical thinking skills; analytical and process driven.
• Self-starter and quick learner, willing to delve deeply into details.
• Proven ability to collaborate effectively with cross-functional teams and senior management.
• Attention to detail, accuracy, and ability to meet deadlines in a fast-paced environment.
• Effective communication skills (written and verbal) with the ability to develop and maintain relationships on all levels within the organization.

Drive sales of life insurance products through assigned distribution channels.

Build strong relationships with clients/partners.

Achieve sales targets while ensuring customer satisfaction.

Name- Kanishka Patel

Mobile no

Company Description

Rising Capital Group, founded in 2012 by Ankur Patel and Rajshri Patel, aims to serve clients in all aspects of their investment management business, regardless of their size. The company has expanded to cover multiple related service areas within the Investment Management Consulting industry. As a result of our continuous growth, our clients have seen significant improvements in their top-line and bottom-line figures. By 2025, Rising Capital Group plans to have a presence in five major financial centers to leverage further growth opportunities.

Role Description

This is a full-time on-site role for a Financial Services Consultant - Intern located in Gandhinagar. The Financial Services Consultant will be responsible for providing financial consulting services, analyzing financial data, preparing reports, and advising clients on investment opportunities. The role also involves communicating with clients to understand their financial needs and providing tailored solutions to help them achieve their financial goals.

Qualifications

• Strong Analytical Skills and proficiency in Finance
• Experience in Financial Services and Consulting
• Excellent Communication skills
• Ability to work well in a team and independently
• Bachelor's degree in Finance, Economics, Business, or a related field
• Proven track record of achieving financial targets and delivering excellent client service

Life Insurance Company is hiring

Designation-FSC

CTC - up to 4 lpa

Channel - Banca

Age below 29 years

Any candidate who have BFSI sales exp. can apply

Drive sales of life insurance products through assigned distribution channels.

Build strong relationships with clients/partners.

Achieve sales targets while ensuring customer satisfaction.

Name- Kanishka Patel

Mobile no

Roles & Responsibilities:

• Must have an excellent knowledge of Indian GAAP with working knowledge of differences from Indian GAAP to Ind AS.
• Must be able to apply relevant accounting standards, independently execute Ind AS engagements while also researching into complex technical accounting issues.
• Should demonstrate knowledge of applicable laws and regulations and keep up to date with new pronouncements relating to Ind AS.
• Monitoring engagement budget with sufficient guidance from the Engagement Manager
• Getting the work reviewed directly by the Partner under the supervision of the Engagement Manager.
• Proactively taking up full responsibility of documentation and guiding/monitoring junior resources of the team.
• Assisting the firm leadership in preparing proposals for obtaining new mandates.
• Be willing to travel within India or abroad

Qualification - Chartered Accountant

Post Qualification Experience - 1 year to 5 years post qualification

Company Description

Smita Investment Services is dedicated to helping investors achieve their financial goals through structured and disciplined advisory. With expertise in Financial Planning Services, including Investment Planning, Tax Planning, Insurance Planning, and more, we provide tailored portfolio solutions. Our mission is to inform and empower investors to make informed financial decisions. Join us in developing a wealth creation and protection plan that aligns with your specific needs and comfort levels.

Role Description

This is a full time on-site role for a Financial Services Consultant located in Aurangabad. The Financial Services Consultant will be responsible for advising clients on financial planning, portfolio management, and investment strategies. Daily tasks include conducting financial assessments, developing and presenting financial plans, providing market insights, and maintaining client relationships. The consultant will also be expected to stay updated on financial regulations and market trends.

Qualifications

• Strong Analytical Skills
• Expertise in Finance and Financial Services
• Experience in Consulting
• Effective Communication skills
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certification such as CFP or CFA is a plus
• Ability to work independently and meet deadlines
• Knowledge of financial regulations and market trends

Drive sales of life insurance products through assigned distribution channels.

Build strong relationships with clients/partners.

Achieve sales targets while ensuring customer satisfaction.

Name- Kanishka Patel

Mobile no

Job Description & Summary

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

Qualification: Chartered Accountant

As a Manager/ Senior Manager you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.

The tasks, roles and responsibilities pertaining to the job role will include the following:

• Handling complex advisory and compliance engagements such as Regulatory/Tax structuring and re-structuring of funds, companies, LLPs, trusts etc.,
• Advisory and Litigation support pertaining to Income-tax laws and rules framed therein, SEBI regulations (covering broking, mutual funds, distributors, investment advisors, private equity, venture capital), Companies Act and rules framed therein, FEMA, Non-Banking Financial Companies (NBFC) regulations, Mutual Fund (MF) regulations, banking regulations, Insurance regulations, Service tax laws, rules framed therein,
• Handling structures / transactions involving GIFT City IFSC,
• Preparing application for and obtaining Foreign Investment Promotion Board (FIPB) approvals for foreign direct investments, assisting in obtaining foreign portfolio investor. Mutual Fund
  
  rules regulations, regulations governing Real Estate Infrastructure Trusts, Infrastructure investments trusts, Research analysts regulations, Alternate Investment Funds regulations,
• Periodical uploading of TDS returns, preparation and uploading of annual tax returns, filing routine reports with authorities and any other routine compliances.
• Preparation and filing of submissions before income-tax authorities, objections and submissions filed before dispute resolution panel, appellate documents and submissions before Commissioner (Appeals), appeal documents and submissions before the Income-tax Appellate Tribunal, application before the Authority for Advance Ruling and appeal before the Hon'ble High Court/Supreme Court
• Interpreting international tax treaties, income-tax laws of overseas nations, their regulatory rules.
• Coordinating with the department for obtaining approvals, registrations, licenses, etc.
• Ability to discuss complex technical issues, ask appropriate questions and gather relevant information from the client.
• Developing good rapport with top level, middle level of client management.
• Responsible for the complete execution of the assigned engagements.
• Updating the Partner proactively on various work related issues.
• Coordinating with the Partner on the planning and management of assignments.
• Providing timely and high-quality services and work products that exceed the
  
  clients expectations.
• Delegating and reviewing work of managers.

Profile requirements-

To qualify for the same the candidate will need:

• To be a Qualified Chartered Accountant with 5+ years of relevant experience (for Manager) and 7 + years for Senior Manager.
• Degree in law from a recognized University, Company secretary, CFA are good to have additional qualifications.
• To have a thorough technical knowledge of Tax, SEBI regulations, FEMA regulations
• Prior Experience in Big 4 working with FS clients like banks, (NBFCs), insurance/reinsurance companies, foreign portfolio investors, stock-brokers, mutual funds, asset management companies, etc.
• Experience in advising on tax and regulatory issues relating to the Financial Services sector with emphasis on structuring investment strategies of Private Equity Funds, Foreign Venture Capital Funds, Real Estate Funds, Foreign Institutional Investors, etc.
• To demonstrate excellent written and verbal communication skills
• To have excellent presentation and report writing skills
• Be strong in Team handling and Client handling skills
• Have the necessary soft skills to demonstrate confidence and sophistication in interacting with senior level client personnel
• Through knowledge of Tax laws, SEBI regulations, Double Tax Avoidance Agreements, FEMA regulations, Company Law and other laws relating to the FS space
• Awareness regarding all developments from tax and regulatory standpoint in FS space is expected
• Aware of commercial aspects of transactions in FS space