CA / CMA Fresher - Hyderabad
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What you'll do
- Reaching out to senior leaders in finance / treasury / HR at Corporates, MNCs & SMEs for managing their employee benefit funds (Gratuity, leave encashments, superannuation)
- Design and propose customized employee benefit fund structures aligned to client demographics, cash-flow needs, risk appetite, and regulatory framework
- Present fund performance, pricing logic, actuarial assumptions, and financial impact analysis to clients
- Work closely with internal stakeholders – actuarial, investments, finance, underwriting, operations, and compliance – for seamless solution delivery.
- Ensure strict adherence to IRDAI guidelines, internal risk framework, underwriting norms, and approval matrices
- Maintain robust documentation, proposal notes, pricing rationale, and audit-ready records
- Monitor fund performance metrics, claims trends, persistency and client servicing SLAs
What they're looking for
- Qualified CA / CS / CMA
- Strong financial modeling, fund understanding, and balance-sheet orientation
- Consultative selling and solution structuring capability
- Excellent communication and presentation skills (client and leadership-facing)
- High ownership, stakeholder management, and execution discipline
- Proficiency in Excel, PPT, and financial analysis tools
- Understand balance sheet, ratio, P&L, interest rate, ROI, Gratuity Act, Income Tax Act (Trust creation)
- Knowledge of stock market working, especially Debt
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Role: B2B Sales Manager
Title: Senior Manager
Department: Corporate Solutions Group (Employee Employer Group)
Experience: 0 - 1 years
Work Location: Sarojini Devi Rd, Hyderabad
Education: Qualified CA / CS / CMA
To drive B2B acquisition and growth of Employee Benefits business (Gratuity, leave encashment, superannuation - Retrials Benefits) with a specific focus on fund-based group life solutions, by partnering with corporates, CFOs, CHROs and treasury teams. The role requires strong financial acumen, consultative selling capability, and fund structuring expertise, preferably for a Qualified CA or CS or CMA.
Job Responsibilities -
1. Reaching out to senior leaders in finance / treasury / HR at Corporates, MNCs & SMEs for managing their employee benefit funds (Gratuity, leave encashments, superannuation)
2. Design and propose customized employee benefit fund structures aligned to client demographics, cash-flow needs, risk appetite, and regulatory framework
3. Present fund performance, pricing logic, actuarial assumptions, and financial impact analysis to clients
4. Work closely with internal stakeholders – actuarial, investments, finance, underwriting, operations, and compliance – for seamless solution delivery.
5. Ensure strict adherence to IRDAI guidelines, internal risk framework, underwriting norms, and approval matrices
6. Maintain robust documentation, proposal notes, pricing rationale, and audit-ready records
7. Monitor fund performance metrics, claims trends, persistency and client servicing SLAs
Desired profile
- Strong financial modeling, fund understanding, and balance-sheet orientation
- Consultative selling and solution structuring capability
- Excellent communication and presentation skills (client and leadership-facing).
- High ownership, stakeholder management, and execution discipline.
- Proficiency in Excel, PPT, and financial analysis tools
- Understand balance sheet, ratio, P&L, interest rate, ROI, Gratuity Act, Income Tax Act (Trust creation)
- Knowledge of stock market working, especially Debt
Company
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