Manager – Finance & Accounts (Insurance Broking)

Location: Piplod, Surat, Gujarat — In office

Position: Manager – Finance & Accounts (Insurance Broking)

Entity: Insurance broking entity of the group (direct broker licence)

Reports to: Head of Finance

Qualification: Chartered Accountant, or equivalent qualification with comparable depth

Experience: 5–8 years post-qualification, with mandatory insurance or stockbroking sector background

Compensation: Up to ₹20 LPA (fixed, all-inclusive)

Working Days: Monday to Saturday; holidays as per the bank holiday calendar

Selection Process: 2–3 rounds of interviews

ABOUT THE OPPORTUNITY:

Our client is an established financial services group in Surat with a strong presence in stockbroking, now expanding into insurance distribution through a recently acquired direct insurance broking licence. This role sits within the insurance entity and carries ownership of its finance and accounts function.

Because the licence has been acquired rather than built from scratch,



the role involves genuine groundwork — taking over and cleaning up existing books, establishing processes and controls, and setting the reporting cadence for a business in its early stages. The position reports directly to the Head of Finance. As the vertical scales, the scope is expected to broaden across the group's other businesses.

The mandate is primarily an accounts and transaction ownership role, with regulatory and statutory reporting responsibilities attached. It is not a designated compliance officer position.

KEY RESPONSIBILITIES:

Accounts Payable & Receivable
- Own the end-to-end accounts payable cycle — vendor invoice processing, verification, approval workflow, payment scheduling and vendor ledger reconciliation
- Own the end-to-end accounts receivable cycle — brokerage and commission receivable from insurers, ageing analysis, follow-up and collection tracking
- Reconcile brokerage statements received from insurance companies against policies boo

📌 Manager – Finance (Surat)
🏢 Accounting Baba
📍 Surat