6 financial jobs found in punjab.

•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.•Build continuous AUM (assets under

• Strategic Planning & Execution: Develop and implement effective sales strategies and a business plan toexpand the company's presence and achieve revenue goals.• Sales Performance & Analysis:Own the territory's revenue, track performance metrics, analyze sales data,and provide insights for continuous improvement.• Client Relationship Management:Build and nurture strong relationships with key accounts, addressing clientneeds and ensuring high levels of

• Strategic Planning & Execution: Develop and implement effective sales strategies and a business plan toexpand the company's presence and achieve revenue goals.• Sales Performance & Analysis:Own the territory's revenue, track performance metrics, analyze sales data,and provide insights for continuous improvement.• Client Relationship Management:Build and nurture strong relationships with key accounts, addressing clientneeds and ensuring high levels of

Duties & Responsibilities:1. Financial Planning, Budgeting & Forecasting• Lead the budgeting process, ensuring alignment with business goals.• Develop and manage financial models for short-term and long-term forecasting.• Track budget vs. actuals, analyze variances, and drive corrective actions.• Work with unit level teams to refine cost assumptions and financial plans.• Assess the profitability, viability, and stability of the business with data-driven

Job SummaryWe are seeking a dynamic and detail-oriented Service Manager having a working background in mutual funds and related operations to manage and streamline the operational processes of our wealth management company. The ideal candidate will ensure smooth execution of day-to-day operations, maintain compliance with regulatory standards, and support the delivery of exceptional client services.Key Responsibilities· Primary responsibilities will

Job Title: Billing EngineerExperience Required: 3 to 5 YearsLocation: Bathinda, PunjabIndustry: Cement IndustryEmployment Type: Third Party Payroll / ContractualJob Summary:We are looking for a skilled Billing Engineer with 3–5 years of experience to manage and oversee billing activities at a cement plant site in Bathinda, Punjab. The ideal candidate should have a strong understanding of construction billing, BOQ (Bill of Quantities), client billing,