Job description Enthusiastic client relationship executive adept at developing and executing implementation plans and creating solid relationships with clients. Responsibilities Proactively engage with NRI clients to understand and address their investment, insurance, and tax compliance needs in a timely manner. Coordinate with the head office to facilitate seamless exchange of documents pertaining to services for NRI clients. Maintain accurate records of follow-up communications with both existing NRI clients and potential NRI clients. Collaborate closely with management and reporting officers to ensure alignment with NRI-focused business tasks. Travel to outstation locations as necessary for client meetings and to the head office for NRI-related coordination. Provide support for management activities and actively contribute to the development and execution of NRI-specific business strategies. Qualifications Bachelor’s Degree or above in commerce, Business Administration, Marketing, or other related fields with at least 1-year working experience in corporate environment is preferred. Decent communication skills. Show more Show less
To create, study and maintain a database for succession planning, estate planning, trust creation, and cross-border estate planning. Prepare a will using precise, legally valid language duly incorporating all statutory requirements to ensure enforceability. Ensure adherence to relevant laws, including succession laws, inheritance tax regulations, and family business governance & Stay updated on changes in estate and tax laws to provide timely guidance. Conduct yearly review of the will to incorporate changes in family circumstances, assets, or legal regulations and update the will accordingly after taking due confirmation. Income Tax return verification & filing, preparing and finalizing audit reports in compliance with statutory requirements duly ensuring their accuracy and authenticity. Drafting of POA, all type of related deeds and various legal documents. Job Types: Full-time, Permanent Pay: ₹350,000.00 - ₹400,000.00 per year Benefits: Leave encashment Schedule: Day shift Supplemental Pay: Overtime pay Yearly bonus Work Location: In person
Responsibilities: Meet clients & offer financial solutions. Handle field visits, sales & servicing. Build strong client relationships. Requirements: Presentable personality & good communication. Willingness to do field work. Interest/experience in financial services. Job Types: Full-time, Permanent, Fresher Pay: ₹18,000.00 - ₹20,000.00 per month Benefits: Health insurance Leave encashment Schedule: Day shift Supplemental Pay: Performance bonus Language: English (Required) Location: Morbi, Gujarat (Required) Work Location: In person
Responsibilities Proactively engage with NRI clients to understand and address their investment, insurance, and tax compliance needs in a timely manner. Coordinate with the head office to facilitate seamless exchange of documents pertaining to services for NRI clients. Maintain accurate records of follow-up communications with both existing NRI clients and potential NRI clients. Collaborate closely with management and reporting officers to ensure alignment with NRI-focused business tasks. Travel to outstation locations as necessary for client meetings and to the head office for NRI-related coordination. Provide support for management activities and actively contribute to the development and execution of NRI-specific business strategies. Job Types: Full-time, Permanent Pay: ₹30,000.00 - ₹35,000.00 per month Benefits: Leave encashment Supplemental Pay: Performance bonus Quarterly bonus Application Question(s): Are you presently residing in Ahmedabad? Language: English (Required) Work Location: In person
Responsibilities: Meet clients & offer financial solutions. Handle field visits, sales & servicing. Build strong client relationships. Requirements: Presentable personality & good communication. Willingness to do field work. Interest/experience in financial services. Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Benefits: Leave encashment Language: English (Preferred) Location: Rajkot, Rajkot, Gujarat (Required) Work Location: In person
Responsibilities: Meet clients & offer financial solutions. Handle field visits, sales & servicing. Build strong client relationships. Requirements: Presentable personality & good communication. Willingness to do field work. Interest/experience in financial services. Job Types: Full-time, Permanent, Fresher Pay: ₹18,000.00 - ₹20,000.00 per month Benefits: Leave encashment Language: English (Required) Location: Morbi, Gujarat (Required) Work Location: In person
Responsibilities: Meet clients & offer financial solutions. Handle field visits, sales & servicing. Build strong client relationships. Requirements: Presentable personality & good communication. Willingness to do field work. Interest/experience in financial services. Job Type: Full-time Pay: ₹20,000.00 - ₹25,000.00 per month Benefits: Leave encashment Language: English (Preferred) Location: Rajkot, Rajkot, Gujarat (Required) Work Location: In person
Responsibilities: Meet clients & offer financial solutions. Handle field visits, sales & servicing. Build strong client relationships. Requirements: Presentable personality & good communication. Willingness to do field work. Interest/experience in financial services. Job Types: Full-time, Permanent, Fresher Pay: ₹18,000.00 - ₹20,000.00 per month Benefits: Leave encashment Language: English (Required) Location: Morbi, Gujarat (Required) Work Location: In person
Key Responsibilities: Understand client needs & offer financial solutions Maintain follow-ups & ensure service excellence Work towards customer satisfaction & retention Requirements: Excellent English communication Graduate in any stream Smart, confident & presentable Basic financial services knowledge Own vehicle for local travel Job Type: Full-time Pay: ₹30,000.00 - ₹35,000.00 per month Benefits: Leave encashment Location: Prahlad Nagar, Ahmedabad, Gujarat (Required) Work Location: In person
Job description Enthusiastic client relationship executive adept at developing and executing implementation plans and creating solid relationships with clients. Responsibilities Proactively engage with NRI clients to understand and address their investment, insurance, and tax compliance needs in a timely manner. Coordinate with the head office to facilitate the seamless exchange of documents pertaining to services for NRI clients. Maintain accurate records of follow-up communications with both existing NRI clients and potential NRI clients. Collaborate closely with management and reporting officers to ensure alignment with NRI-focused business tasks. Travel to outstation locations as necessary for client meetings and to the head office for NRI-related coordination. Provide support for management activities and actively contribute to the development and execution of NRI-specific business strategies. Qualifications Bachelor’s Degree or above in commerce, Business Administration, Marketing, or other related fields with prior working experience in corporate environment is preferred. Excellent English communication skills.
Coordinate with OPD Managers to prepare and submit investment documents. Update and maintain client files with statements, KYC, and investments. Keep files neat, tagged, and updated with latest data. Execute tasks as instructed by Managers/Management. Job Type: Full-time Pay: ₹18,000.00 - ₹20,000.00 per month Benefits: Leave encashment Location: Morbi, Gujarat (Required) Work Location: In person
Job description Enthusiastic client relationship executive adept at developing and executing implementation plans and creating solid relationships with clients. Responsibilities Proactively engage with NRI clients to understand and address their investment, insurance, and tax compliance needs in a timely manner. Coordinate with the head office to facilitate the seamless exchange of documents pertaining to services for NRI clients. Maintain accurate records of follow-up communications with both existing NRI clients and potential NRI clients. Collaborate closely with management and reporting officers to ensure alignment with NRI-focused business tasks. Travel to outstation locations as necessary for client meetings and to the head office for NRI-related coordination. Provide support for management activities and actively contribute to the development and execution of NRI-specific business strategies. Qualifications Bachelor’s Degree or above in commerce, Business Administration, Marketing, or other related fields with prior working experience in corporate environment is preferred. Excellent English communication skills.
Job description Enthusiastic client relationship executive adept at developing and executing implementation plans and creating solid relationships with clients. Responsibilities Proactively engage with NRI clients to understand and address their investment, insurance, and tax compliance needs in a timely manner. Coordinate with the head office to facilitate the seamless exchange of documents pertaining to services for NRI clients. Maintain accurate records of follow-up communications with both existing NRI clients and potential NRI clients. Collaborate closely with management and reporting officers to ensure alignment with NRI-focused business tasks. Travel to outstation locations as necessary for client meetings and to the head office for NRI-related coordination. Provide support for management activities and actively contribute to the development and execution of NRI-specific business strategies. Qualifications Bachelor’s Degree or above in commerce, Business Administration, Marketing, or other related fields with prior working experience in corporate environment is preferred. Excellent English communication skills.
About the Role We are seeking a qualified Chartered Accountant to handle taxation and regulatory matters with a focus on NRI and cross-border issues. The role involves research, client advisory, compliance management, and knowledge sharing within the team. Key Responsibilities Research & draft opinions on Income Tax, FEMA, Company Law & allied areas. Prepare client presentations and create educational content for social media. Manage assessment, appellate proceedings, and pending refunds. Coordinate with clients & departments for ITR filings, rectifications, and compliance. What We’re Looking For Qualified Chartered Accountant with Strong knowledge of taxation & regulatory frameworks. Good research, drafting, and communication skills. Experience in NRI taxation & FEMA is a plus.