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Final Call for cajobportal.com Networking Event Bangalore Ayush Agarwal Rahul Kanodia Ankit Jain Akhil Agarwal Anurag Singal Detailed Session Plan Fireside Chat 1: The Evolving Role of Chartered Accountants How the role of CAs has transformed in the last decade and the emerging opportunities in various sectors such as startups and PE Fireside Chat 2: Skills for the Future – Embracing Technology How can CAs upskill to stay relevant in a digital-first world? Continuous professional development and the value of tech-focused learning (e.g., FinTech, cloud accounting tools). Fireside Chat 3: Career Paths Beyond Traditional Accounting How can CAs transition into roles like business analyst, CFO, or entrepreneur? Fireside Chat 4: Work-Life Balance and Personal Growth in a CA Career Discuss how CAs can maintain a healthy work-life balance while growing professionally and personally, in a hustle culture of a startup Personal growth, wellness, and mindfulness in the workplace. Fireside Chat 5: Negotiating Salary Hikes within and during job changes. Role of ESOPs – should we take them seriously - ESOP Taxation by Ankit Jain Deals Tax @ GT Bharat Cafe Noir Indiranagar, 11 AM Saturday 30th Nov https://lnkd.in/gkwf_5c2  

#hiringurgently POSITION: Principal Wealth Advisor No. of POSITIONS: 9 LOCATION: Mumbai QUALIFICATION: CA/ CFP/ CWM CERTIFICATIONS: NISM 10A, 10B EXPERIENCE: 2 – 5 yrs SALARY: 8 – 15 Lpa JOB DESCRIPTION: A. Key Responsibilities: · Approach to Leads for Financial Planning Fee. · Utilize various channels such as references, #LinkedInmarketing, and other networking platforms to generate leads for financial planning services. · Conduct introductory meetings with potential clients to understand their financial needs and objectives. · Guide clients from the initial consultation stage to final closure, ensuring a seamless and professional experience. · Create & Discuss Personalized #FinancialPlan: · Conduct thorough financial assessments to understand clients' goals, risk tolerance & financial situation. · Develop customized financial plans covering areas such as money management, contingency planning, cash flow analysis, wealth creation phase, retirement planning, insurance analysis, asset allocation, Tax Planning, Estate Planning including drafting “WILL” etc. · Present and discuss personalized financial plans with clients, providing clear explanations & recommendations. · Create and Discuss "What If Scenarios" on Financial Plans. · Analyze various financial scenarios and their potential impact on clients' financial goals. · Engage clients in discussions about alternative strategies and potential adjustments to their financial plans. · Provide insights and recommendations to help clients make informed financial decisions. · Implementation and Review of Financial Plans. · Oversee the implementation of financial plans, ensuring all recommendations are executed efficiently & effectively. · Conduct regular reviews of clients' financial plans to track progress and make necessary adjustments. · Monitor clients' financial situation and market changes to ensure their financial goals are on track. B. Key Result Areas: · Acquisition: · Achieve targets for acquiring new clients for financial planning services. · Proactively engage in lead generation activities and networking to expand the client base. · Advice. · Measure the effectiveness of financial planning in clients' financial lives based on their feedback and outcomes. · Continuously strive to improve the quality and impact of financial advice provided to clients. · Ensure high persistence in renewal fees by delivering value-added services and maintaining strong relationships with clients. · Increase the reference rate for new clients through satisfied client referrals and positive word-of-mouth. #wealth #wealthadvisor #financialplanning #nism #ca #cfp #cwm #mba #mumbai #mumbaihiring #immediatejoiners #portfoliomanagement

Interesting opportunities in Tax - Transfer Pricing

Chartered accountants serve as the backbone of financial accountability, navigating complex regulatory landscapes to uphold transparency and integrity in reporting across diverse financial sectors. If you are such guardian of Financial integrity, join hands with us & share your profile with Varsha Jadoun #CA #ICAI #financialreporting #regulatoryreporting

Oreeba Shamim is seeking senior professionals for the role of 𝗔𝘀𝘀𝗶𝘀𝘁𝗮𝗻𝘁 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿 (𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆 / 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁) 𝗦𝗮𝗹𝗮𝗿𝘆: 𝗔𝗿𝗼𝘂𝗻𝗱 𝟭𝟮𝟱𝗞 𝘁𝗼 𝟭𝟲𝟬𝗞 (𝗱𝗲𝗽𝗲𝗻𝗱𝗶𝗻𝗴 𝗼𝗻 𝗽𝗿𝗼𝗳𝗶𝗹𝗲) 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆: 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆 / 𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: 𝗞𝗮𝗿𝗮𝗰𝗵𝗶 𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀: - Developing and adapting the company vision to the changing business environment and business structures. - Carry out market review through industry contacts, publications, trade events, and news to identify areas for growth. - Develop and build relationships with the Corporate Decision makers, CFO’s, Company Secretaries, Treasury Heads, - Finance/ Treasury Managers and other stakeholders. - Identifying untapped/unexplored corporate and Institutional clients and introducing potential companies for issuing and listing of the equity and Debt Securities. - Develop working relationships with the Business Partners including Brokerage Houses, Asset Management Companies, Banks and other NBFI’s for business generation including Listed Companies as well as Non Listed target/ Potential Corporates. - Responsible for maintaining strong working relationships with the internal staff, cross-functional team members, and external stakeholders (partners, officials, regulators). - Reach out directly or through partners to target prospective corporations for Listing and introducing other products. - Building and managing client relationships in SME sector and invite listings. - Keeping liaison with Products & Services, Listings, Research and other relevant departments to ensure smooth servicing and uninterrupted processing of transactions. - Conducting meetings and presentations with clients to update them on capital market trends, macro and micro economic developments and future investment outlook. - Identify and filter out high potential deals by analyzing business strategies, opportunity requirements/ pre-requisites/ financials, and internal priorities. - Constantly help in enhancing the company knowledge base by participating in training and educational initiatives. - Also help in building the brand of the company in the Capital Market and financial markets and industry, brokers and investor community. - Coordinate with other unit team members to implement the Business Initiatives. - Financial Modelling and Analysis Skills - Have knowledge of Capital Market and its business opportunity for listing & investing on the Exchange 𝗣𝗿𝗲𝗳𝗲𝗿𝗿𝗲𝗱 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲, 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 - At least 3 years of experience in investment/corporate banking and/or transaction advisory role - BBA/ MBA (Finance) - CFA level 2 cleared is highly preferred Interested candidates can share resumes at oreeba.shamim@fulcrum-pk.com

Open for Bangalore location as well

🌟 First Audit in My Accounting Career! 🌟 I am thrilled to share that I’ve successfully completed the first audit of my accounting career for JMD FINTECH PVT LTD, with the guidance of our auditor, CA Jaineeth Agrawal. 🎉 This experience has been incredibly rewarding, teaching me invaluable lessons about the audit process and allowing me to develop new accounting skills. 💡📈 During this audit, I learned the importance of having key financial documents ready, such as: 📊 Balance Sheets 📉 Profit and Loss Statements 💵 Cash Flow Statements 📖 General Ledgers 🧾 Invoices & Receipts 🏦 Bank Statements 📄 Tax Returns These documents are crucial for ensuring a smooth and accurate audit process. From mastering the preparation of these records to fully understanding an accountant’s responsibilities, this journey has prepared me for future challenges with more confidence and expertise. 💼🔍 I’m excited to continue growing in this field and apply these new skills to future projects! 🚀✨ #FirstAudit #AuditSuccess #AccountingCareer #ProfessionalGrowth #AuditJourney #Finance #AuditExperience #AccountingSkills #FinancialAudit #CA #AuditProcess #BalanceSheets #ProfitAndLoss #FinancialStatements #BusinessFinance #AuditLearning #AuditReady #AccountingExpertise #AuditCompleted #CareerMilestone

Connect - Yashika aneja Designation- Assistant Manager Strategy & Investment Location- Gurgaon Experience- 4+ years Notice - Immediate Joiners or currently serving. Key skills- Strategy, investment, Financial modelling, Regression analysis, SCOT analysis, M&A, advance excel. JD :- · The primary responsibility is to manage the entire financial modelling from scratch which would include drafting, supervision, continuous updation, running macros, project modelling, running different scenarios independently among other things. · There should be Merger and Acquisition understanding · Analysing project returns, financial levers impacting project feasibility, support investment committee decision with ad-hoc assessments · Strong data analysis and modelling skills. Interested candidate can connect yashika@mnrsolutions.in #AssistantManagerStrategy #InvestmentManagement #StrategicPlanning #BusinessAnalysis #MarketResearch #FinancialAnalysis #PortfolioManagement #RiskAssessment #BusinessDevelopment #CorporateStrategy #FinancialModeling #DataAnalysis #CompetitiveAnalysis #InvestmentStrategies #DueDiligence #StakeholderManagement