808 Pricewaterhousecoopers jobs in India

Manager - Financial Services

Gurugram, Uttar Pradesh JLL

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Job Description

JLL empowers you to shape a brighter way .

Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.

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 monitoring and review
  • Managing seamless collaboration across diverse functions, from finance across BLs including corporate to operations (Business Heads, Facility Managers, Sourcing and Procurement etc.), to ensure comprehensive business alignment and efficiency.
  • 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.
  • Finance Analytical management and Planning including: Annual/Periodic budgeting as well as forecast for the P&L for the assignment, monitoring accuracy of its income statement, monitoring receivables and quarterly revenue attestation focusing towards both Corporate (JLL) and Account (Client level).
  • 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:

  • Bachelor’s 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.
  • Location:

    Remote –Gurugram, HR

    Scheduled Weekly Hours:

    40

    If this job description resonates with you, we encourage you to apply even if you don’t meet all of the requirements. We’re interested in getting to know you and what you bring to the table!

    JLL Privacy Notice

    Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL’s recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely.

    For more information about how JLL processes your personal data, please view our Candidate Privacy Statement.

    For additional details please see our career site pages for each country.

    For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here.

    Jones Lang LaSalle (“JLL”) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may email us at om. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL.

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    Financial Services Associate

    Mumbai, Maharashtra Ampcus Tech Pvt. Ltd

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    Job Description


    Role: Financial Services Associate

    Location: Goregaon, Mumbai


    JD:

    1. Bachelors degree, or equivalent, in Accounting, Finance, or related business field
    2. A minimum of three to five years of investment accounting experience
    3. Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is preferred but not required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus.
    4. Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
    5. Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
    6. Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
    7. Portfolio Service background.


    Regards

    Praveen Prabhakaran

    Sr. Talent Acquisition Lead & CRM

    Mobile : +91

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    Financial Services Associate

    Delhi, Delhi crutz leela

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    Job Description

    **(Also available for: Gurgaon, Faridabad, Gwalior, Kaushambi)**

    **(Should have two-wheeler)**

    Purpose: The role holder is required to meet his/ her targets through generation of new leads and

    managing and building relationship with customers mapped to them in order to cross sell

    Financial Services products.

    Desired Background : MBA / Graduates with minimum 1 year of experience

    KPA & Activities:
    1. 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

    2. 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 customer’s financial needs.

    3. Account Management & Servicing:

    - Manage and service the existing customer portfolio.
    - Coordinate with the TM / Coordinator / SM for post sales service request form the

    customers (claims, endorsements, policy copy etc).
    - Timely sharing of updated reports with the customers on products being bought by them.
    - Co-ordinate with the customers at the time of renewals.

    4. Certification and regulatory compliance:

    - Be compliant towards selling of various products by undergoing the training and

    certification for IRDA, AMFI etc towards selling of insurance and any other products
    - The FSA has to be conscious and vigilant towards declaration of the customer

    information. In case FSA feels there is disconnect in the information shared by customer

    versus his/her observation, they need to crosscheck the information before booking the

    business.
    - Ensure the right quality of business being sourced.

    **Job Types**: Full-time, Permanent

    **Salary**: ₹330,000.00 - ₹340,000.00 per year

    **Benefits**:

    - Provident Fund

    Schedule:

    - Day shift

    Supplemental pay types:

    - Performance bonus
    - Yearly bonus

    **Experience**:

    - total work: 1 year (preferred)

    License/Certification:

    - IRDA (preferred)
    - AMFI (preferred)

    Ability to Commute:

    - New Delhi, Delhi (required)

    Ability to Relocate:

    - New Delhi, Delhi: Relocate before starting work (required)

    Work Location: In person

    **Speak with the employer**
    +91
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    Executive - Financial Services

    Mumbai, Maharashtra Capita

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    Job Description

    Profile for Finance India only

    **Job title**:
    Executive - Financial Services

    Profile for Finance India AP only

    **Location**:
    Mumbai
    ,

    India

    **Time Type**:
    Full time

    **Contract Type**:
    Permanent
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    Financial Services Associate

    Hyderabad, Andhra Pradesh Careers at Tide

    Posted today

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    Job Description

    **ABOUT TIDE**:
    At Tide, we are building a finance platform designed to save small businesses time and money. We provide our members with business accounts and related banking services, but also a comprehensive set of connected administrative solutions from invoicing to accounting.

    Launched in 2017, Tide is now used by over **1 million small businesses** across the world and is available to UK, Indian and German SMEs. Headquartered in central London, with offices in Sofia, Hyderabad, Delhi, Berlin and Belgrade, Tide employs over 1,800 employees.

    Tide is rapidly growing, expanding into new markets and always looking for passionate and driven people. Join us in our mission to empower small businesses and help them save time and money.

    **What we're looking for**:
    As a, Financial Services Associate you will be helping businesses all across the UK to become success stories. You'll love talking to people and have an empathetic and proactive nature along with a passion for solving member problems. You will play a crucial part in helping Tide expand by providing round-the-clock support every day of the year.

    As part of the financial services team, you will build on the relationship with members who use our products to grow their business further. You will gain valuable insight into their needs as well as recognise opportunities.

    **As an Associate Specialist Financial Services agent you'll be**:

    - Spotting and noting patterns is second nature to you, and you're always ready to highlight areas that can be improved in terms of product or member experience.
    - Juggling priorities to ensure that members get a level 2 support experience means time is of the essence, and detailed product knowledge is vital.
    - Getting to grips with brand new features which will streamline payment processing for members and their clients.
    - Delivering valuable feedback to Product managers on a consistent basis.
    - Exploring data and aiding with reporting to track the performance of products and services.
    - Helping demonstrate your values to new team members, supporting them with your wisdom and experience, and assisting with everyday back-office tasks.

    **What makes you a great fit**:

    - You have exceptional spoken and written English skills.
    - You have at least 1.5 year experience in a customer service role
    - You are comfortable using industry tools like Kustomer, GSuite, Jira, and Excel.
    - You are confident talking with our customers to help them get the most from their current accounts and products.
    - You enjoy finding innovative ways to solve complex problems.
    - You are always on the lookout for recurring issues and help create new workflows to solve them.
    - You have excellent organisational skills and take responsibility for your workload.
    - You have strong organisational skills

    **What you'll get in return**:

    - Competitive salary
    - Self & Family Health Insurance
    - Term & Life Insurance
    - OPD Benefits
    - Mental wellbeing through Plumm
    - Learning & Development Budget
    - WFH Setup allowance
    - 15 days of Privilege leaves
    - 12 days of Casual leaves
    - 12 days of Sick leaves
    - 3 paid days off for volunteering or L&D activities

    **TIDE IS A PLACE FOR EVERYONE**:
    At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members' diverse needs and lives.

    We are One Team and foster a transparent and inclusive environment, where everyone's voice is heard.
    - At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone's voice is heard._
    - You personal data will be processed by Tide for recruitment purposes and in accordance with _Tide's Recruitment Privacy Notice_._
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    Financial Services Associate

    Gurugram, Uttar Pradesh Infiniserve IT Solution Pvt Ltd

    Posted today

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    Job Description

    **Job Title**: Financial Services Associate

    **Job Summary**:
    We are looking for a dynamic and customer-focused individual to drive sales of financial products by meeting new and existing clients, understanding their financial needs, and offering suitable solutions.

    **Key Responsibilities**:

    - Achieve sales targets for financial products like fixed deposits, insurance, and investments
    - Meet walk-in customers and follow up on referrals to generate leads
    - Understand customer needs and recommend appropriate financial products
    - Ensure complete documentation and follow the defined sales process
    - Maintain relationships with customers for repeat business and servicing
    - Coordinate with internal teams for smooth post-sales service
    - Stay updated on product features and market trends
    - Ensure compliance with company policies and industry regulations

    **Requirements**:

    - Graduate or MBA with at least 1 year of sales or financial services experience
    - Good communication and interpersonal skills
    - Customer-first attitude and willingness to learn

    Pay: ₹18,000.00 - ₹24,000.00 per month

    **Benefits**:

    - Health insurance
    - Provident Fund

    Schedule:

    - Day shift

    Supplemental Pay:

    - Performance bonus

    Application Question(s):

    - Do you have experience in BFSI sales?

    Work Location: In person
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    Financial Services Associate

    Mumbai, Maharashtra Ampcus Tech Pvt. Ltd

    Posted 7 days ago

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    Job Description

    full-time


    Role: Financial Services Associate

    Location: Goregaon, Mumbai


    JD:

    1. Bachelors degree, or equivalent, in Accounting, Finance, or related business field
    2. A minimum of three to five years of investment accounting experience
    3. Prior experience in private equity/real estate or private equity/real estate fund of funds investment accounting is preferred but not required. Knowledge of hedge fund accounting and/or derivatives, or experience with Investran, is a plus.
    4. Strong organizational and analytical skills, ability to effectively summarize findings, both verbally and in writing, in a clear and concise manner
    5. Demonstrate ability to work effectively in a team-oriented environment and flexible to adapt to changing needs and requirements
    6. Investor Service, Mutual Fund, Hedge Fund, Capital Statement.
    7. Portfolio Service background.


    Regards

    Praveen Prabhakaran

    Sr. Talent Acquisition Lead & CRM

    Mobile : +91

    This advertiser has chosen not to accept applicants from your region.
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    Developer - Financial Services Application

    Pune, Maharashtra Siemens

    Posted 8 days ago

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    Job Description

    **Job Family:** Strategic Development
    **Req ID:** 468267
    Hello eager tech expert!To create a better future, you need to think outside the box. That's why we at Siemens need innovators who aren't afraid to push boundaries to join our diverse team of tech gurus. Got what it takes? Then help us create lasting, positive impact!Siemens Financial Services IT (SFS IT) is establishing a Tech Hub in India to enhance our digital capabilities and drive innovation. The Tech Hub will play a crucial role in supporting our global operations and ensuring business continuity. Hence we are looking to hire IT developers in India, to carry out development activities for critical IT applications used in SFS companies across the globe.You'll break new ground by:Design and implementation of Java-based applications.Mentor junior developers and provide technical guidance.Conduct code reviews and ensure adherence to best practices.Optimize application performance and scalability.Collaborate with stakeholders to gather and analyze requirements.Develop full stack Java-based applications.Work on both front-end and back-end development activities.Integrate user-facing elements with server-side logic.You're excited to build on your existing expertise, including:Bachelor's or Master's degree in Computer Science, Engineering, or a related field, or a Master of Technology (M.Tech).At least 5 years working experience in developing applications using Java based technologies (e.g. J EE, Spring, JPA, Dependency Injection).Knowledge of SQL and experience with databases (e.g. MS-SQL Server, PostgreSQL, MySQL). Strong verbal and written communication skills in English are mandatory (at least B2 level). Analytical and problem-solving skills, including the ability to present ideas and share your knowledge with others.Proven track record of delivering high-quality software solutions.Interpersonal and teamworking skills ability to work independently in a virtual agile team. Understanding of RESTful APIs and web services.Knowledge of application servers (e.g. JBoss EAP, Spring Boot).Knowledge of Frontend technology (e.g., Angular, JSF/ JSP).Knowledge of software architecture and design patterns.Work experience in the financial services industry is a plus.Relevant certifications in Java, cloud platforms, Agile methodologies, or related technologies are a plus.Create a better #TomorrowWithUs! We value your unique identity and perspective and are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society. Come bring your authentic self and create a better tomorrow with us. Protecting the environment, conserving our natural resources, fostering the health and performance of our people as well as safeguarding their working conditions are core to our social and business commitment at Siemens. This role is based in Pune. You'll also get to visit other locations in India and beyond, so you'll need to go where this journey takes you. In return, you'll get the chance to work with international team and working on global topics.
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