Job Description
confidential
NRI RM _ Bank
confidential • Bardoli, Gujarat • via BeBee
19 hours ago
Full–time
No Degree Mentioned
Apply on BeBee
Job description
Role & responsibilities
As a Relationship Manager - Wealth, specializing in Non-Resident Indian (NRI) clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals who are non-residents. Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.
Client Acquisition and Onboarding:
• Identify potential NRI clients and develop strategies for client acquisition.
• Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences.
Wealth Management Advisory:
• Conduct comprehensive financial assessments for NRI clients to understand their financial needs and objectives.
• Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning.
Portfolio Management:
• Design and manage investment portfolios based on clients' risk profiles and financial objectives.
• Monitor market trends and economic developments to make informed investment recommendations.
Relationship Building:
• Cultivate and maintain strong relationships with NRI clients through regular communication and client meetings.
• Address client inquiries, concerns, and requests in a timely and efficient manner.
Cross-Selling and Upselling:
• Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of NRI clients.
Compliance and Risk Management:
• Ensure compliance with regulatory requirements and internal policies.
• Mitigate risks associated with client portfolios and financial transactions.
Market Research:
• Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice.
Reporting and Documentation:
• Prepare and maintain accurate records of client interactions, transactions, and portfolio performance.
• Generate regular reports for clients on their investment portfolios.
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Finsmart Accounting
Accounts & Finance Manager (US & India)
Finsmart Accounting • Surat, Gujarat • via Talent.com
8 hours ago
Full–time
Apply on Talent.com
Job description
Role Overview
We’re hiring an Accounts & Finance Manager who can own end‑to‑end finance operations across our India and US entities . The ideal candidate is hands‑on with accounting platforms (QBO, Zoho, Tally), understands both India compliances (GST, TDS, MCA) and US accounting / compliance basics , is comfortable managing US bank accounts and cross‑border communication , and can produce sharp MIS / management reports . Exposure to subscription / SaaS metrics and comfort with AI tools (e.g., ChatGPT) will set you apart.
Key Responsibilities
1) Accounting & Compliance (India & US)
• Day‑to‑day accounting in Tally / Zoho / QuickBooks Online ; monthly close and reconciliations.
• Handle parent and subsidiary company accounting across India and US ; intercompany entries and eliminations.
• Manage India compliances : GST & TDS (monthly / annual) —returns, reconciliations, and working papers.
• Support US accounting & compliance (coordination with advisors on filings as applicable); maintain vendor 1099 and related documentation as needed.
• Prepare and review sale invoices , revenue recognition checks, and support for subscription billing.
2) Banking, Cash & AR / AP
• Operate US and India bank accounts ; daily cash position, bank payments (AP) , approvals, and reconciliations.
• Liaise with banks for OD renewals , forex conversions , remittances, and general ops issues.
• Own Accounts Receivable : invoice dispatch, collection follow‑ups , customer statement reconciliations, DSO tracking.
• Maintain and track customer and vendor agreements ; ensure billing terms and renewals are current.
3) Reporting & Insights (MIS)
• Build and present monthly MIS packs with P&L, BS, CF, variances, and actionable commentary.
• Develop management dashboards for leadership—revenue, margin, AR aging, cash runway, and SaaS / subscription metrics (e.g., MRR, ARR, churn, retention, LTV / CAC ).
• Use / reporting tools such as Clockwork.ai, Fathom, Reach Reporting ; strong Excel / Google Sheets modeling.
4) Audit, Governance & Compliance Support
• Coordinate statutory and tax audits —deliverables, schedules, and timely resolution of queries.
• Support MCA compliances in collaboration with Company Secretary (CS); provide accurate and timely data.
• Maintain SOPs , checklists, and documentation for process consistency and audit readiness.
5) Systems, Tools & Process Excellence
• Champion adoption of project management tools (Monday.com, Asana, ClickUp) for finance tasks and cross‑team visibility.
• Work with AR / engagement tools such as Anchor, Ignition or similar; ensure clean data flows to accounting.
• Drive automation and productivity using ChatGPT / AI for checklists, summaries, first‑drafts, and reconciliations support.
• Partner with RevOps / Delivery to improve quote‑to‑cash, billing accuracy, and renewals hygiene.
6) Stakeholder Management
• Communicate confidently across clients, banks, vendors, and internal teams in India and the US.
• Provide timely responses and maintain a proactive cadence with leadership on risks and opportunities.
Must‑Have Qualifications
• Post‑Graduate in Accounting or CA (Inter) .
• 3+ years of hands‑on experience managing end‑to‑end accounting and customer coordination.
• Should have managed India and US company. preferably for a Service or Tech Product based org
• Strong proficiency with QuickBooks Online (QBO) , Zoho (Books / Finance) , and Tally .
• Working knowledge of India GST, TDS and experience supporting MCA compliances with CS.
• Experience with US entity accounting (subsidiaries / parent), US bank operations , and cross‑border communication.
• Advanced Excel / Google Sheets ; comfort with MS Office and presentation of MIS.
Good‑to‑Have / Preferred
• Exposure to Anchor, Ignition or other AR / billing / engagement platforms.
• Working knowledge of Clockwork.ai, Fathom, Reach Reporting (or equivalent BI / reporting tools).
• Familiarity with subscription / SaaS metrics and revenue operations.
• Experience with Monday.com / Asana / ClickUp for planning and tracking.
• Ability to review vendor / customer agreements for key commercial terms and operational implications.
• Demonstrated use of ChatGPT / AI to streamline finance workflows.
Core Skills & Behaviours
• Detail‑oriented with ownership mindset; meets deadlines with high accuracy.
• Clear communicator (written and verbal) with global stakeholder confidence.
• Tech‑forward and process‑driven; continuously improves workflows.
• Strong problem‑solving and ability to synthesize data into actionable insights.
Success Metrics (KPIs)
• Monthly close completed within agreed TAT (e.g., ≤5 business days).
• On‑time GST / TDS / MCA submissions and clean audits (no major repeat observations).
• AR health : DSO improvement and aging within thresholds; dispute cycle time.
• Reporting quality : timely MIS with accurate variances and recommendations.
• Process excellence : automation wins, SOP adoption, and error‑rate reduction.
• Stakeholder satisfaction (internal & external) measured via feedback cadence.
Employment Details
• Location : Pune Office (On‑site)
• Hours : 12 : 00 pm – 9 : 00 pm IST
• Compensation : Competitive; commensurate with experience (about 12 lacs)
• Start Date : ASAP
