Client Service Associate in Gurugram

NK Securities Research is a leading financial firm that leverages cutting edge technology and sophisticated algorithms to trade the financial markets. Founded in 2011, we have gained invaluable experience in the field of High Frequency Trading across different asset classes. About the Role: We are hiring a Graduate or CA Inter-qualified professional with a strong foundation in accounting, bookkeeping, taxation, and statutory compliance. This role is ideal for someone looking to apply their academic knowledge in a real-world, fast-moving financial services environment. You will play an active role in maintaining books of accounts, assisting with audits, preparing reports, and supporting financial operations in a broking environment. Key Responsibilities: Accounting & Bookkeeping: Maintain day-to-day accounting entries in Tally/ERP. Prepare journal entries, accruals, and ledger reconciliations. Ensure timely closure of books and preparation of trial balances. Banking & Reconciliations: Handle daily bank reconciliations and monitor fund flows. Reconcile intercompany and client accounts periodically. Track outstanding balances and coordinate for settlements. Statutory & Regulatory Compliance: Assist in preparing GST returns, TDS workings, and other tax compliances. Work on preparation and filing of ROC and SEBI-related documents under guidance. Coordinate with consultants/auditors for monthly and annual audits. MIS & Reporting: Prepare MIS reports, cash flow statements, and expense trackers. Assist senior finance team in budgeting and variance analysis. Ensure accuracy and timeliness in all financial reporting activities. Qualifications & Skills: Graduate or Semi-Qualified CA (CA Inter) Prior experience in a CA firm Hands-on experience with Tally Prime Good working knowledge of TDS, GST, and statutory/compliance filings Exposure to accounting, taxation, and regulatory compliance Strong analytical and problem-solving skills Ability to work

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: You are a Techno-functional Product Manager with 5+ years of Product Management experience who thrives at the intersection of technology and business. You will be responsible for driving product initiatives, managing integrations, and collaborating closely with cross-functional teams to deliver scalable and impactful solutions. WHAT YOU’LL DO: Contribute into the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch Analyse consumer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective Gain a deep understanding of existing systems, customer experience, identify and fill product gaps and generate new ideas that grow market share, improve customer experience and drive growth Works with a cross-functional team to ensure fulfilment of product requirements, evaluates product performance and transition products from development to commercialization. Assists in determining product delivery and deployment dates for new product releases, feature and maintenance releases and regular corrective service or service pack releases. Assist in Developing and executing proposed business and technical solutions. Work with engineering teams to design and manage API integrations across platforms. Assist

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE You are an experienced, client-focused consultant with a deep understanding of the life, annuity, and financial services industry. You thrive on solving complex business challenges and can confidently navigate the intersection of operations, technology, and business strategy. You have a proven ability to lead discovery and solution definition sessions, act as the voice of the customer, and ensure that client solutions align with both business objectives and enterprise delivery standards. You excel in translating between business and technical audiences, building trusted relationships, and driving solutions that deliver tangible results. WHAT YOU’LL DO Lead initial project scoping and analysis activities, including pricing exercises and impact assessments. Facilitate detailed Solution Definition meetings, ensuring all relevant stakeholders and materials are included to achieve a cohesive solution. Conduct solution planning sessions to align cross-functional teams and ensure clarity in delivery objectives. Leverage your knowledge of client implementations, operations, and Zinnia’s business offerings to ensure solutions are practical, aligned, and scalable. Act as the voice of the customer—translating business objectives into actionable Zinnia solutions that adhere to our IT and architectural frameworks. Identify opportunities for process improvement, inn

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Specialist, Business Finops will play a crucial role and will be responsible for providing financial planning, analysis and reporting for Corporate, a business, or a P&L within a business. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work. WHAT YOU’LL DO: • Reconciling financial records: Reconcile payments as indicated on remittance documents and reconcile accounts. • Managing Tax reporting process: Manage daily withholding balancing and ensure tax recs are balanced. Tax Reporting & Compliance • Ensure accurate and timely tax reporting for annuity products including policyholder premiums, annuity payouts, interest and investment income, and return of principal. • Oversee preparation and review of tax documents and filings as per IRS and regulatory standards (e.g., 1099-R). Tax Treatment Execution • Execute daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions. • Collaborate with actuarial, finance, and legal teams to ensure consistency and accuracy in tax calculations. Death Benefits & Beneficiary Taxation • Address and resolve issues related to the taxability of death benefits. • Ensure proper tax reporting for beneficiaries and align reporting processes with current

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: As Senior Product Manager for Customer Identity & Access Management (CIAM), you will own the roadmap for how carriers, distributors, partners, and policyholders securely access Zinnia’s platform. You will lead the identity product area end to end — authentication, authorization, and the full user lifecycle — balancing strong security and regulatory compliance with a frictionless experience across Zinnia’s products. You will partner closely with Engineering and Security, and work across Zinnia’s Product Organization to keep the identity experience aligned with company strategy while delivering measurable value. WHAT YOU’LL DO: Own the CIAM product roadmap and strategy spanning consumer (policyholder), partner (distributor/agent), and workforce identity across Zinnia’s platform. Lead the product direction for core identity capabilities — authentication (SSO, MFA, passwordless, adaptive/risk-based), authorization (RBAC/ABAC, fine-grained and delegated access), and the full user lifecycle (registration, provisioning/SCIM, recovery, deprovisioning). Set standards and technical direction around modern identity protocols (OAuth 2.0, OpenID Connect, SAML, SCIM) in partnership with Engineering and Architecture. Drive build-vs-buy and platform decisions for identity providers and services, and own the integration strategy across Zinnia products. Balance security, privacy, and usability — re

About the Role We are looking for a proactive and detail-oriented Business Development Associate to support our BD team. The role involves assisting senior team members in managing client/stakeholder interactions, documenting key insights, and ensuring smooth information flow across internal and external stakeholders. This is an excellent opportunity for someone eager to learn and grow in a fast-paced business development environment. Key Responsibilities Provide day-to-day support to senior team members and work closely with them on ongoing tasks. Analyze documents/comprehensions to extract key insights and translate them into actionable to-dos. Attend business development meetings, capture detailed notes, prepare structured documentation, and share concise summaries with the broader team. Coordinate and maintain communication with brokers across APAC, EMEA regions, and other external partners. Organize and streamline the flow of information between third-party stakeholders and internal teams, ensuring accuracy and timeliness. Requirements Strong analytical and comprehension skills - ability to break down information into actionable points. Prior HFT experience is a plus Experience in dealing with exchanges/ AWS is a plus Excellent communication and documentation skills (both written and verbal). Detail-oriented, organized, and able to multitask in a fast-paced environment. Comfort in interacting with global stakeholders and handling professional correspondence. Proficiency in MS Office / Google Workspace What We Offer Opportunity to work closely with senior stakeholders in business development. Exposure to international markets and stakeholders A learning-driven environment with strong mentorship and growth opportunities.

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Executive Assistant is a strong team player with experience supporting C-suite executives in an entrepreneurial or start-up environment. You can multitask, prioritize, demonstrate exceptional organization, and take ownership over your assignments. You thrive in a mission-driven culture, supporting collaboration and thinking outside the box. You can easily adapt to change in a fast-paced environment and demonstrate a practical approach to problem solving. No task is too big or small. WHAT YOU’LL DO: Work closely with the leaders and first assistant to help manage an ever-changing calendar. Arrange detailed domestic and international travel plans. Track expenses and compile expense reports for the leader using Concur. Maintain a highly organized system to help manage important correspondence and sustain an efficient internal workflow. Act as “the glue” between clients, partners, vendors, and internal associates, keeping important initiatives on track and communication streamlined. Conduct appropriate research, prioritization and follow ups on incoming and upcoming tasks, and determine appropriate course of action. Suggest and implement ways to improve processes to help workflow efficiency. Develop plans and help manage events such as team building off-sites, workshops and board meetings. Assist with personal tasks as needed. WHAT YOU’LL NEE

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: As Product Manager for Customer Identity & Access Management (CIAM), you will help shape and deliver how carriers, distributors, partners, and policyholders securely access Zinnia’s platform. Working alongside senior product leadership, you will own the backlog and delivery for parts of the identity product area — authentication, authorization, and the user lifecycle — balancing security and compliance with a smooth user experience. You will partner day to day with Engineering and Security to turn requirements into shipped features. WHAT YOU’LL DO: Own the product backlog and contribute to the CIAM roadmap across consumer (policyholder), partner (distributor/agent), and workforce identity. Write clear requirements and user stories for identity capabilities - authentication (SSO, MFA, passwordless), authorization (RBAC/ABAC, delegated access), and the user lifecycle (registration, provisioning/SCIM, recovery, deprovisioning). Work with Engineering and Architecture on identity protocol decisions and implementation (OAuth 2.0, OpenID Connect, SAML, SCIM). Contribute to build-vs-buy and platform evaluations for identity providers, and help maintain the integration approach across Zinnia products. Balance security, privacy, and usability — helping reduce friction while protecting against account takeover, credential stuffing, and abuse. Partner with Security, Risk, and Compliance to en

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders. WHAT YOU’LL DO: Prepare month/quarter/year-end financial statements, including cash flows for leadership reviews. Timely address comments received. Partner with FP&A in preparing and reviewing period end investor/leadership reporting. Perform financial data reconciliations in various systems internally utilizing to ensure accurate financial reporting. Perform consolidations and intercompany eliminations. Maintain and timely update equity rollforward and capitalization table for investor submissions. Collaborate with various process owners and departments to collect information needed for financial statement footnotes. Facilitate leadership review of the financial statements and timely address comments received. Responsible for tracking open audit request items and timely providing requested items for audit completion. Prepare annual GAAP checklist. Participate in process walkthrough meetings for the audit. Obtain details and prepare acquisition footnote where applicable. Review P&L coding to ensure proper presentation of related costs. Prepare year-end going concern analysis and memo. Assist with internal ad-hoc reporting/requests. WHAT YOU’LL NEED: Bachelor’s degree, advanced degree a plus . CPA with Big 4 experience. 8-10 years of public and/or private accounting experience. Excellent analytical, problem-solving, and organizational skills. Ability to work independently and in a team envi

About AiDASH AiDASH is leading the PreventionFirst™movement for electric utilities and transforming grid resilience through its pioneering platform that unifies vegetation, asset, storm, and wildfire intelligence. Powered by SatelliteFirst™ Inspection & Monitoring, AiDASH delivers comprehensive visibility across the entire grid at the right frequency and budget, using the right data modality. More than 200 customers trust AiDASH to keep the lights on, spend where it counts, and defend every decision, Securing Tomorrow across every mile of the grid. Learn more at www.aidash.com. The PreventionFirst movement is growing, and so is the recognition behind it. In 2026, Forbes named AiDASH one of America's Best Startup Employers for the 4th consecutive year, and TIME included AiDASH among America's Top GreenTech Companies for the 3rd year in a row. Deloitte Technology Fast 500 ™ ranked AiDASH No. 12 in the San Francisco Bay Area, and No. 59 overall in their selection of the top 500 for 2024. Join us in Securing Tomorrow Together! The Role We are looking for a business analyst who will be part of the customer success team to develop and apply analytical models that help clients derive business value and save millions of dollars in operating expenses from AiDash products/platforms. How you’ll make an impact: Work closely with our clients and engagement managers to understand the core business problems that need to be solved Independently work with the R&D team to break down the business problems into structured elements that AI can solve Apply advanced analytical techniques and data-driven insights to guide clients and internal teams in making informed, high-impact decisions Synthesise complex findings into clear, compelling presentations that highlight insights, strategic recommendations, and the business value of AiDASH products Continuously explor