Role Summary

We are seeking an organized Accounts Executive to manage the day-to-day financial operations of our insurance business. You will be responsible for reconciling premiums, tracking commissions from insurers, and ensuring all tax and regulatory filings are handled accurately.

Key Responsibilities
- Premium & Commission Management: Reconcile premiums collected from clients with insurer statements and track incoming commissions/brokerages.
- Bookkeeping: Maintain accurate records of all financial transactions using Tally.
- Reconciliation: Perform daily bank reconciliations and verify payment gateways for online policy issuance.
- Taxation & Compliance: Handle monthly TDS calculations, GST filings, and ensure compliance with financial norms.
- Accounts Payable/Receivable: Manage vendor payments, utility bills, and follow up on outstanding client premiums.
- Financial Reporting: Prepare monthly P&L; statements, balance sheets,



and expense reports for management.
- Audit Support: Coordinate with internal and external auditors for half-yearly and annual financial reviews.

Requirements & Qualifications
- Education: B.Com, M.Com, or an equivalent Finance degree.
- Experience: 2-5 years in a corporate accounting role (prior experience in an insurance firm/brokerage is a huge plus).
- Software: Expert knowledge of Tally Prime and MS Excel (Advanced formulas, VLOOKUPs, and Pivot Tables).
- Skills: Robust understanding of GST, TDS, and basic insurance accounting principles.

Pay: ₹18,000.00 - ₹30,000.00 per month

Education:
- Bachelor's (required)

Experience:
- Accounting: 2 years (required)

Location:
- Kolkata, West Bengal (preferred)

Work Location: In person

📌 Accounts Executive (Kolkata)
🏢 Sarda Incorporation
📍 Kolkata