Accounts Executive - Finance & Accounts

Job Overview

The Accounts Executive – Banking and Insurance role is a Junior-level, full-time opportunity based in Mumbai. The ideal candidate will have 1 to 3 years of relevant work experience and contribute to key accounting, banking, and insurance processes while supporting the company’s financial operations within a dynamic IT services environment.

Qualification and Skills: -

· Proven experience in insurance claims management, ensuring accurate and timely processing of all claims requests

· Strong ability in financial analysis to interpret, evaluate, and summarize financial data for management and stakeholders

· Demonstrated customer service skills in handling queries, addressing discrepancies, and delivering a positive client experience

· Working knowledge of regulatory compliance relevant to banking and insurance to ensure adherence to industry norms and internal controls

· Proficiency in Microsoft Excel including creating spreadsheets, using formulas, and preparing detailed financial statements and reports

· Hands-on experience using Tally ERP for accounting operations such as ledgers, vouchers, and transaction management

· Expertise in accounts payable tasks, including invoice processing, vendor reconciliation, and payment tracking with attention to deadlines

Roles & Responsibility

· Oversee and manage daily banking transactions, ensuring all entries are properly recorded and documented in accounting software.

· Handle insurance claims processing, documentation, and coordination with insurers to support timely settlements and compliance.

· Prepare, verify, and post financial entries using Tally ERP, maintaining accuracy in ledgers, invoices, and account statements.

· Support account reconciliation activities by analyzing statements, identifying errors, and resolving discrepancies in a timely manner.

· Process accounts payable, maintain vendor records, and follow up with suppliers to ensure payments and settlements are up to date.

· Monitor compliance with regulatory requirements and assist with internal and external audits for banking and insurance processes.

· Provide excellent service to internal teams and external stakeholders, addressing account-related queries and maintaining professional communications.

Job Type: Full-time

Pay: ₹23,000.00 - ₹25,000.00 per month

Benefits:

• Leave encashment
• Provident Fund

Work Location: In person