Finance Associate - Fresher

About the job:Key responsibilities:

1. Assist in client work: Help in collecting documents, preparing basic financial details, and supporting loan and investment-related work.

2. Prepare reports & maintain records: Assist in making project reports, updating data, and maintaining client files and documents.

3. Research & coordination: Do basic market research, communicate with clients and team members, and support day-to-day business activities.

4. Social Media Marketing: Day to day conceptualising and creation to social media post and other related tasks.Who can apply:Only those candidates can apply who:are from Surat onlySalary:₹ 2,00,000 - 2,40,000 /yearExperience:No experience requiredDeadline:[hidden]:59:59Other perks:Informal dress codeSkills required:Social Media Marketing, MS-Office, Accounting, MS-Excel, Financial Modeling, English Proficiency (Spoken) and English Proficiency (Written)Other Requirements:1. Education: Freshers pursuing or completed B.Com / BBA (Regular or External).2. Skills: Basic knowledge of MS Excel, MS Word, and internet research with willingness to learn.3. Personal Qualities: Good communication, attention to detail, and interest in finance, business, and client interaction.About Company:ClearPath Financial Consulting is a Surat-based financial advisory and business consulting firm supporting individuals, entrepreneurs, MSMEs, and businesses in making informed financial decisions and achieving sustainable growth.

We offer advisory and execution support across business funding, project finance, retail and MSME lending, investment solutions, and business planning. With experience in banking, credit assessment, financial analysis, and business structuring, ClearPath focuses on practical and outcome-oriented financial solutions.

Our services include:

Business & MSME Loans

Project Finance

Retail Loans

Investment Advisory (MF, PMS, AIF, SIF)

Financial Planning

Business Consulting

Project Reports, CMA & Financial Analysis

Banking & Credit Facilitation Support

Industry: Financial Services | Consulting | Business Advisory

Head Office: Surat, Gujarat

Responsibilities

Key responsibilities:

1. Assist in client work: Help in collecting documents, preparing basic financial details, and supporting loan and investment-related work.

2. Prepare reports & maintain records: Assist in making project reports, updating data, and maintaining client files and documents.

3. Research & coordination: Do basic market research, communicate with clients and team members, and support day-to-day business activities.

4. Social Media Marketing: Day to day conceptualising and creation to social media post and other related tasks.