Accounts Executive- Female Only

1 week ago

Fort Mumbai Maharashtra, India Client of Sapwood Ventures Full time

Maintaining updated knowledge about Financial markets& current events
- Knowledge of mutual funds, equity markets and other financial instruments thereby analyzing
and assessing market information
- Collating and interpreting Company data to facilitate stock investment recommendations
- Coordinating with the clients for their respective Equity & MF Portfolio reviews
- Updating the clients about the new products and services through mailers
- Tracking quarterly performance of Mutual Funds for client recommendation
- Preparing financial plans for Retail / Corporate / HNI investors
- Recommending the right financial products to prospective HNI investors which are in line with
the company's investment policies
- Preparing Quarterly Reports by researching on various companies’ financials and their business
models
- Tracking quarterly performances of company covered along with major corporate actions
- Handling other miscellaneous tasks, if any
**Requirements**:

- Graduate in a related Bachelor’s or Master’s in Commerce, Finance and Accounts
- Strong professional drive with desire to new learning’s
- Knowledge of the basic principles and practices of accounting and financial analysis
- Excellent verbal and written communication skills
- Knowledge of MS Office including proficiency in Excel/Word/PowerPoint

**Salary**: ₹20,000.00 - ₹30,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Fort, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- Taxation: 2 years (preferred)
- total work: 2 years (preferred)

**Language**:

- English (preferred)

License/Certification:

- Tally (preferred)

**Speak with the employer**

+91-XXXXXXXXXX

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