Jobs at Dev Mantra Financial Services

Perform daily accounting activities using Zoho Books, Tally, or SAP; reconcile vendor and customer accounts; maintain accurate financial records; support financial reporting, compliance documentation, audits, and tax-related work. The role requires strong Excel skills, including pivot tables, VLOOKUP, and data validation, along with clear communication, attention to detail, self-motivation, and independent work capability.

Performs risk-based internal audits, analytical reviews, sample testing, walkthroughs, control testing, SOX testing, and SAS 70 reporting. Determines materiality and tolerable error, documents process flows, analyzes systems and procedures, and creates Excel dashboards for large data volumes. The role requires strong analytical, logical, creative, and self-motivated working capabilities, with opportunities to support diverse clients and complex taxation matters.

Manage relationships with high-net-worth, ultra-high-net-worth, and corporate clients. Assess financial goals and risk profiles, recommend investment and wealth-planning solutions, sell financial products, and oversee portfolio reviews and rebalancing. Monitor markets, support client onboarding and KYC/AML documentation, maintain regulatory knowledge, and collaborate with research, product, and operations teams to deliver strong client service, retention, and satisfaction.

Manage and automate financial reporting, analyze financial data, create MIS reports and dashboards, and provide actionable insights for business decisions. The role ensures accurate and timely reporting, streamlines accounting workflows, supports financial strategy, and presents findings to cross-functional stakeholders. Advanced Excel, Google Sheets, finance and accounting knowledge are required; experience with Power BI, Tableau, Power Query, or VBA is preferred.

Generates leads, builds client relationships, prepares proposals, negotiates and closes deals, and achieves revenue targets. Develops digital marketing campaigns across Google Ads, LinkedIn, and Meta; manages social media, SEO/SEM, email automation, and campaign analytics. Collaborates with sales teams to convert digital leads, tracks market and campaign performance, and presents optimization plans.

Generate qualified B2B leads through LinkedIn, email, digital marketing, networking, and referrals. Build relationships with business owners, founders, executives, and partners; qualify prospects and schedule consultant meetings. Execute campaigns, create marketing content, coordinate branding initiatives, organize professional events, maintain CRM records, conduct market research, track campaign performance, and prepare monthly reports.