1491 Advisory Jobs

Responsibilities: Generate leads through cold calling & qualify prospects Meet sales targets consistently Collaborate with advisors on client needs analysis Manage stock portfolio effectively

Dear Candidates, We have an excellent opening for Wealth Advisor in Bangalore - Koramangala location Company Profile: As part of Fintech group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory company which also offers customized research reports. We are regulated by the SEBI and backed by a passionate team of professionals having significant experience in financial markets, equity research and technology. JOB DESCRIPTION: Retail Sales Role - WealthAdvisor Position: Retail Sales Advisor Working Days: Monday to Friday (4th and 5...

- Handling of entire litigation portfolio and maintain high litigation success ratio. - Protect the best interest of the company and maintaining the reputation in quasi-judicial forums like Ombudsman. Required Candidate profile - Appear before Ombudsman and other legal forums to represent the company. - Reviewing the litigations and legal notices and ensure the total litigation numbers are stable by taking timely actions.

Role & responsibilities Transcom Hiring for day shift premium process Role & responsibilities - Handle customer inquiries & queries via phone calls, to resolve their concerns in a timely and professional manner. Provide accurate information on products/services offered by the company to meet customers' needs. Identify opportunities to upsell/cross-sell relevant products/services based on customer feedback. Maintain records of all interactions with customers using CRM software (e.g., Salesforce). Escalate complex issues to senior team members when necessary. Preferred candidate profile Must Have Graduation Degree. Must have good communication skills, Interpersonal skills. Contact Person: MANS...

As a Data Strategy & Data Governance Manager at Accenture, you will have the opportunity to enable our most strategic clients to realize exceptional business value from technology. The Technology Strategy & Advisory Practice, a part of Accenture Strategy, focuses on clients" most strategic priorities, helping them achieve growth and efficiency through innovative R&D transformation using agile methodologies. Key Responsibilities: - Assess the Data & Analytics potential of businesses and develop use cases for transforming them - Envision and design customized data and analytics products and services to shift clients to new business models - Formulate guiding principles and components to impact...

Role Overview: You will be responsible for drafting commercial agreements for various business entities such as NDAs, Service Agreements, Consultancy Agreements, Endorsement Agreement, Product Purchase Agreements, Marketing Agreement, SaaS Agreements, Sourcing Agreements, Subscription Agreements, Licensing Agreements, Contribution Agreement, etc. You will also review, negotiate, and execute commercial contracts, prepare summaries of critical clauses, provide advisory to the business, finance, and operations teams, execute documentation for renewal, variation, and closure of existing business relationships, undertake research on legal points, and maintain MIS and contract records. Key Respons...

As an AM/DM (Direct Tax) at our company, your role will involve a variety of key responsibilities: - Compliances: - Quarterly computation and review of advance tax - Ensuring timely filing of TDS returns - Review of remittance certificates (Form 15 CB) in case of foreign remittances - Ensuring timely filing of Income Tax returns of individuals (both residents and non-residents), domestic companies, foreign companies - Ensuring timely filing of Transfer pricing report - Advisory: - Providing advisory to clients in terms of Indian Income Tax Law - Offering advisory on tax planning opportunities to optimize tax incidence - Providing advisory on cross border transactions in terms of Double Taxat...

Manage tax compliances relating to a portfolio of Clients Managing litigation matters and attending to notices Department in consultation with the senior, preparing submissions before various tax authorities including CIT(A) & ITAT,attending hearings Required Candidate profile Withholding tax advisory & filing of various Forms Leading the review and modification of key tax processes and systems and identifying opportunities to streamline them

Key Responsibilities: Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 7796426971

Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size • Identify fitment of Wealth Advisory products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Wealth Advisory Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that ...

As a consulting firm specializing in advisory and consultancy services for listed companies, Identize Corporate Advisors LLP is currently seeking qualified CS professionals and CS trainees to join their team in Ahmedabad. With a team size of 14+ qualified CS professionals, the firm handles a diverse range of projects including fund raising, IPO, FPO consulting, back end investment banking services, drafting, contract management, and routine CS work for both listed and unlisted companies. Key Responsibilities: - Handling various tasks for clients such as right issue, preferential allotment, conversions, complex CCD, NCD, OCD, corporate restructuring, M&A activities, and compliance with RBI an...

As an Assistant Manager/Manager/Senior Manager/Associate Vice President in the Private Client Group (PCG) at Elara Securities in Ahmedabad & Surat, you will play a crucial role in managing and growing relationships with HNI/UHNI clients. Your responsibilities will include driving sales and business development through client acquisition and portfolio expansion. You will be expected to offer tailored investment and wealth management solutions across various asset classes, staying ahead of market trends to deliver superior client outcomes. Key Responsibilities: - Manage and grow relationships with HNI/UHNI clients. - Drive sales and business development through client acquisition and portfolio...

REQUIRED Jagetiya & Co . , a partnership firm requires 2 (Two) Audit / Article Assistants and 1 (one) Paid Assistant (Inter CA) for its Office situated at Memnagar (Ahmedabad). Work Areas: Audit / Book Keeping / GST / Income Tax / Project Finance / Company Law Matters / Consultancy / Advisory Contact Details : -Jagetiya & Co. Chartered Accountants Address: 437,Yash Arian, Near Vivekanand Circle, New Gurukul, Memnagar, Ahmedabad 380052. Mail : [HIDDEN TEXT] Phone: +91 98981 92326

Are you someone who thrives on creating a positive work environment? Are you passionate about people and their growth? If yes, please proceed further. About Solique Advisory and Support Services Private Limited (Solique): Solique is a comprehensive solutions provider specializing in delivering top-tier consulting services to both Indian and Global MNEs in the areas of Tax, Transaction, Regulatory, and Accounting. With a team of highly skilled professionals, Solique offers invaluable support to Corporates comprising Global as well as Indian MNEs and HNIs. Our strength lies in our ability to break down complex macros into manageable micros with ease, making us a trusted partner for our clients...

- Identify & approach potential customers - Persuade customers to purchase products or services - Achieve set sales goals & quotas - Build & nurture customer relationships for repeat business - Provide regular update on sales activities & performance Required Candidate profile Any Graduate Min. 1 year of Sales experience Good communication skills Strong Network Leadership skills & Convincing Power Age 24 - 40 yrs Share CV at Riya@theinfinityspace.com Sr HR Riya Perks and benefits On Roll Job Career Medical Benefits Insurance

JD 1.Showcase investment products to clients which may be of interest for them 2. Assist the client in aligning his or her investments as per his or her need 3. Responsible for business growth as well as growth of client base

End-User Problem Definition: Identify and articulate platform opportunities that address pain points in product development and improve the end-user experience. User Personas: Gain a deep understanding of user personas, their business workflows, and pain points across a broad range of products within the organization. Requirement Gathering: Define and document technology platform requirements and user stories to ensure seamless communication and handoff to product teams. Backlog Management: Own the technology platform backlog, prioritizing features and enhancements for development squads. Stakeholder Engagement: Collaborate with Value Stream Leaders and Product Marketing teams to set strateg...

Role & responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory changes. Preferred candidate profile: : Qualification: Any Graduate Full Time Candidate should have experience Client acquisition, PCG, Investment products, TPP, Ad...

Role & responsibilities 1. Regulatory & Compliance: - Monitor end-to-end regulatory compliance with IFSCA, SEBI, RBI, and other applicable frameworks. - Oversee accurate and timely filing of all regulatory reports, audits, and disclosures. - Ensure all employees of the CMI adhere to relevant regulatory obligations and internal compliance standards. 2. Client Relationship & Suitability: - Oversee the onboarding process to ensure adherence to Know Your Client (KYC) norms and risk profiling. - Ensure that investment advice and product recommendations align with clients goals and regulatory standards. 3. Advisory Oversight: - Review investment strategies, financial plans, and product suitability...

Role & responsibilities For Manager role Conceptualizing and structuring mergers & acquisition, and corporate restructuring strategies from tax and regulatory perspective Providing advice on relevant laws and statutes pertaining to mergers, acquisitions, corporate restructuring Key statutes handled include direct tax laws, Company Law regulations, securities laws, exchange control regulations, stamp duty laws Implementation support for scheme of mergers / arrangements Conducting due-diligence reviews on prospective target companies from a historical and future tax perspective Leading and managing client relationships to ensure seamless execution from start to end of project Coaching/ develop...

As a Chartered Accountant at our company in Alwar, your role will involve preparing financial statements, maintaining records, ensuring regulatory compliance, conducting audits, and managing tax returns. You will also provide financial advice, enhance internal systems, support budgeting, and forecasting activities. Key Responsibilities: - Expertise in financial accounting, budgeting, and reporting - Proficiency in tax preparation, compliance, and advisory - Experience in auditing and regulatory compliance - Strong analytical skills and attention to detail - Excellent communication and interpersonal skills - Ability to work independently and as part of a team - Proficiency in accounting softw...

Role Overview: You will be responsible for preparing tax audit reports, computing total income, filing income tax returns, and calculating advance tax for the company and its group companies. Additionally, you will handle the computation of current and deferred tax on a quarterly basis, along with tax reporting. You will also manage tax assessments and litigations, including appearing before revenue authorities for tax submissions and hearings. Your role will involve addressing all direct tax-related matters and queries for the company and its group companies. Furthermore, you will be required to study and implement new tax provisions and engage in tax advocacy at various forums. Key Respons...

Role Overview: You will be a full-time on-site Chartered Accountant at JBD & Associates located in Vapi. Your primary responsibilities will include handling tasks related to taxation, litigation, audits, and advisory services on a daily basis. Key Responsibilities: - Utilize your Taxation, Litigation, Auditing, and Advisory skills effectively - Perform financial reporting and analysis tasks - Ensure compliance with accounting standards and regulations - Apply strong analytical and problem-solving skills in your work - Communicate effectively and collaborate with team members - Work independently as well as part of a team - Use your expertise with accounting software to streamline processes Q...

Role Overview: Birlasoft is seeking a Senior Executive with 3-4 years of experience as an in-house counsel in the IT/manufacturing industry. As a Senior Executive, you will be responsible for advisory, contracts review, and negotiations for various procurement and customer contracts. Your role will involve leading contract negotiations for both buyers and suppliers, performing due diligence, drafting SOPs, and providing training to team members. Additionally, you will work on issues related to Privacy and Data Protection Laws across different jurisdictions and manage a team while participating in dispute resolution and bankruptcy matters. Key Responsibilities: - Advisory, contracts review, a...

Location: Mumbai Designation: Consultant Your potential, unleashed. India s impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realize your potential amongst cutting edge leaders, and organizations shaping the future of the region, and indeed, the world beyond. At Deloitte, your whole self to work, every day. Combine that with our drive to propel with purpose and you have the perfect playground to collaborate, innovate, grow, and make an impact that matters. The team Deloitte helps organizations prevent cyberattacks and protect valuable assets. We believe in being secure, vigilant, and resilient not only by looking at how to ...