Account Executive (Mumbai)

Account Executive (Mumbai)

09 Aug
|
Equentis Wealth Advisory
|
Mumbai

09 Aug

Equentis Wealth Advisory

Mumbai

Roles and Responsibilities

- Manage client accounts, ensuring timely bill submission and collection.
- Prepare monthly MIS reports on time, including sales analysis and customer statements.
- Conduct bank reconciliations regularly to ensure accuracy of financial records.
- Utilize advanced Excel skills (VLOOKUP, HLOOKUP) for data analysis and reporting purposes.
- Perform ledger reconciliations as needed to maintain accurate account balances.

📌 Account Executive (Mumbai)
🏢 Equentis Wealth Advisory
📍 Mumbai

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