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Account Executive

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Onsite

Account Executive

Equentis Wealth Advisory

Account Executive

Skills

Data Analysis

3 months ago

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Important information


Contract type:

Permanent

Salary:

₹200,000 – ₹600,000 / year

Location:

Mumbai, Maharashtra, India

Work mode:

Onsite

Published on:

7 August 2026

What they need


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.

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