Accounts Manager – Growing Insurance Broking Company

Growing Insurance Broking Company; Mumbai; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Growing Insurance Broking Company in Kandivali, Mumbai seeks an Account Manager with 3-6 years of experience to support the finance team and contribute to the organization’s financial success.

You will handle day-to-day entries, bank reconciliations, GST data, and monthly reports using Tally ERP and Excel, while coordinating with the team to ensure accurate financial records.

Qualifications

• Bachelor’s degree in Commerce, Accounting, Finance or related field.
• Strong analytical and problem-solving abilities.
• Proficiency in GST or TDS is a plus.
• Excellent written and verbal communication skills.
• Experience in bank reconciliation and financial reporting.
• Ability to manage multiple tasks and prioritize workload.

Responsibilities

• Record and maintain day-to-day business transactions (Sales, Purchase, Payments, receipts, Purchase Orders).
• Keep bank accounts up to date by posting daily transactions.
• Maintain records and files in an organized manner.
• Record expenses and prepare monthly reports.
• Prepare monthly GST data and file GST.
• Generate invoices and challans daily.
• Perform bank, insurer, and distributor reconciliations.
• Compute, deduct, and deposit TDS as per guidelines.
• Prepare quarterly TDS returns and Form 16/16A where applicable.
• Use Excel functions for data analysis, pivot tables, and VLOOKUPs.

Skills

Analytical skills

Tally ERP

Microsoft Excel

Strong Communication Skills

Bank reconciliation

Financial reporting

Initiative and adaptability

Team player

Organizational skills

Education

Bachelor’s degree in Commerce, Accounting, Finance

Tools

Tally ERP

Microsoft Excel

Job description

Job Title: Account Manager
Experience Level: 3-6 years
Reporting To: Head Planning Strategy
Position Type: Full-Time
Location: Kandivali, Mumbai

What you’ll be doing:
As an account manager, you’ll actively support the finance team with diverse tasks and projects, offering a hands‑on opportunity to gain experience and contribute to the organization’s overall financial success. Collaborating closely with professionals, you’ll gain experience in various finance areas and valuable insights.

What we need from you

• We are seeking a diligent accountant to assist our team. The candidate will be responsible for recording and maintaining all the entries of day‑to‑day business transactions like Sales, Purchase, Payment, receipts, purchase Order etc.
• Keep Bank Accounts up to date by posting day‑to‑day transactions
• Maintain all the records & files in a proper manner
• Record all expenses and review those expenses & keep track of expenses every month. Prepare and submit weekly/monthly reports.
• Prepare monthly GST Data and file GST
• Generating invoices and challan on a daily basis
• Update accounts payable and perform reconciliations
• Should be resourceful, highly organized, and self‑motivated to put processes in place.
• Calculate, deduct, and deposit TDS as per statutory guidelines.
• Prepare and file quarterly TDS returns and issue Form 16/16A to deductees.
• Perform bank reconciliation, insurer and distributor account reconciliation, and other required reconciliations.
• Ensure accurate tracking of financial transactions.
• Utilize advanced Excel functions for financial analysis, data validation, pivot tables, and VLOOKUPs.

YOU WILL LOVE WORKING WITH our client BECAUSE

• We value balance. We are committed to providing an environment in which you can balance great work with a great life.
• We’ll invest in your career. Our company’s growing quickly, and we’ll give you the opportunity to do the same. You’ll have access to a number of professional development opportunities so that you can keep up with the company’s evolving needs.
• Multicultural workplace. A multicultural and diverse team of colleagues from different states.
• An entrepreneurial crew that supports risk, intuition, and frequent experimentation
• The opportunity to make an impact in a transformative industry

What skills & experience you’ll bring to us

• Education: Bachelor’s degree in Commerce, Accounting, Finance, or a related field.
• Analytical skills: Strong analytical and problem‑solving abilities.
• Proficiency in Tally ERP and Microsoft Excel.
• Certification in GST or TDS is a plus.
• Strong Communication Skills: Excellent written and verbal communication skills.
• Experience in bank reconciliation and financial reporting.
• Team Player: Collaborative mindset and willingness to work as a part of a team. Open to feedback and eager to learn from experienced professionals.
• Organizational Skills: Ability to manage multiple tasks and prioritize workload effectively.
• Initiative and Adaptability: Self‑motivated with a proactive approach to work. Ability to adapt to changing priorities and thrive in a fast‑paced environment.