Career Wall – Financial Mgmt.

Career Job Tasks to be Performed Requisite Knowledge Skills

Vertical Designation
Corporate Accounts  Recording daily financial  Basic knowledge of accounting
Finance Executive/ transactions  Sound knowledge of Tally and ERP
Management  Bank Reconciliation software
Trainee  Tax related compliances  Sound knowledge of MS Excel
 Payroll Management  Sound knowledge of current taxation
 Billing & Vouching systems
 Knowledge of Bank Reconciliation
 Knowledge of principles of Auditing
Banking Relationship  Responsible for customer service  Excellent communication skills
Manager  Liasoning with customers  Detailed knowledge of baking products
 Advising the customers  Detailed knowledge of banking services
Marketing  Marketing of banking products,  Excellent communication skills.
Executive loans, savings accounts etc  Knowledge of banking products and
 Marketing of business banking procedures.
products.  Convincing skills
 Advising customers on banking
Bancassurance  Advising customers on various  Knowledge of insurance products.
Advisor insurance products offered  Knowledge of investment management.
through banks  Knowledge of other investment
products.
 Knowledge of Income Tax for individuals
 Excellent communication skills
Credit Analyst  Document Verification of bank  Knowledge of banking rules and
customers regulations with respect to customers
 Verification of credit history of  Knowledge of banking process
borrowers  Basic knowledge of accounts and ratios
 Calling for verification  Communication skills.
 Backend process of bank loans
Investment Mutual funds  Advising the customers about  Knowledge of mutual funds products.
Advisor various investment opportunities  Knowledge of other investment
in mutual funds. products and equity market.
 Knowledge of fundamentals of
investment management
 Good communication skills
Equity Advisor  Marketing of Demat and broking  Knowledge of equity markets and
services of various companies trading mechanism.
 Knowledge of fundamentals of
investment management
 Good communication skills
Research  Equity research.  Good knowledge of markets and
Analyst  Market research. economics.
 Trend analysis  Research aptitude.
 Quantitative skills.
 Good knowledge of excel and statistical
software.
 Excellent presentation skills
Insurance  Marketing of insurance products.  Knowledge of insurance products.
Advisor  managing customer relation  Knowledge of investment management.
 Knowledge of other investment
products.
 Excellent communications skills