152 Client Advisory Jobs

As an Analyst in the Human Capital Management (HCM) division of the Employee Special Investments team at Goldman Sachs, you will play a crucial role in managing the offering and administration of the firm's employee private equity investment program. Your key responsibilities will include: - **Employee private equity offerings**: Collaborate on fundraising efforts for new fund offerings by creating fund-specific marketing materials and subscription documents. Customize the design of fund offering websites based on specific fund characteristics in coordination with technology. - **Fund Activity Communication / Coordination**: Review capital calls, distributions, and Net Asset Values with fund...

Company Description Kognitive Street Consulting Solutions Pvt. Ltd. is among India's leading sustainability and ESG consulting firms, offering comprehensive solutions to help organizations achieve a competitive edge through compliance and strategic transformation. With over a decade of experience, the company leverages a team of certified ESG, EHS, and energy experts to provide specialized services such as climate risk management, net-zero strategies, sustainable supply chains, and cutting-edge AI-driven ESG data analytics. Partnering with Fortune 500 companies, public sector organizations, and global enterprises, Kognitive Street aligns business performance with environmental accountability...

As a Business Development Manager in the automotive industry, your role will involve developing individual business plans for each country, administering and developing initiatives to increase sales and market development activities. You will be analyzing business strategies and developing improvement plans to provide appropriate growth to the business. Key Responsibilities: - Research organizations to find new customers and identify decision-makers. - Conduct 'Cold Calls' over the phone to customers. - Identify business needs and work with buyers to plan proposals and negotiate pricing. - Manage the sales cycle from lead generation to successful closure. - Build positive relationships with ...

As an Associate/Senior Associate in the Corporate Law practice specializing in Asset Management and Investment Funds, your role will involve advising on complex legal matters related to fund structuring and financial regulations. You will have the opportunity to work alongside leading experts in the field. Key Responsibilities: - Advise on investment fund formation, asset management, and investment programs. - Assist in structuring joint ventures and strategic partnerships. - Draft and negotiate fund documentation, JV agreements, and regulatory filings. - Manage client relationships by offering strategic legal solutions. - Mentor junior associates and contribute to business development effor...

Role Overview: You have the opportunity to work as a Legal Intern at Salvors & Co., an international law firm specializing in corporate, maritime, trade, and energy law. As a fresh law graduate, you will gain hands-on exposure to complex international legal matters and learn the practical aspects of legal practice. Key Responsibilities: - Gain hands-on exposure to complex international matters involving corporate, shipping, trade, and energy laws. - Assist in drafting contracts, due diligence reports, pleadings, and arbitration notes. - Support senior lawyers in cross-border disputes, arbitrations, and litigation strategies. - Conduct in-depth legal research on evolving international framewo...

As a Senior Consultant at Deloitte, you will play a crucial role in architecting, implementing, and optimizing Cribl data pipelines. Your responsibilities will include leading complex integrations, advising clients on efficient data management strategies, and developing advanced parsers and enrichment functions. You will also be responsible for integrating new log sources, troubleshooting pipeline performance, and mentoring junior consultants. Key Responsibilities: - Architect, implement, and optimize Cribl data pipelines. - Lead the design and deployment of Cribl Stream, Edge, or Search pipelines for complex data sources. - Develop advanced parsers, enrichment functions, and data routing lo...

Role Overview: You will be responsible for gaining in-depth knowledge of financial markets, including Pre-IPO, Unlisted Shares, and Wealth Management services. You will assist High Net Worth Individuals (HNIs) and Ultra-HNIs in making strategic investment decisions aligned with their financial goals. Additionally, you will identify potential clients, pitch investment opportunities, grow the client base, help clients structure and optimize their investment portfolios, stay updated on market trends and new Pre-IPO opportunities, maintain strong client relationships, ensure compliance with SEBI regulations and NISM certification requirements, and prepare investment proposals, reports, and finan...

We Hiring for Client Acquisition Role (Looking for Freshers ) in AMC Company Location -Airoli Navi Mumbai CTC- 2.6 Lpa Core Responsibilities To connect with the prospects / clients via Online leads and convert the same to customer Connect and follow up on the leads assigned to generate client acquisition and open the online Demat / trading account. Explain the product to client and solve any quires for opening the Demat Account Ensuring the process laid by business is followed for opening the account Update the data base / lead management system to ensure proper reporting of work Achieve the assigned targets for client acquisition Intrested candidate can share your updated CV on this whats a...

Urgent Hiring for Digital Advisory Role Profile in AMC Location -Airoli Navi Mumbai CTC- 4 Lpa Core Responsibilities Revenue Generation through interest income by Building MTF, Funding book and broking through advisory. Client Advisory: Understand Client Profile and provide advice on stocks, portfolios, and trading strategies. Client Activation & Retention: Improve and maintain client activity ratio across product lines. Cross Sell: third party products MF SIP, Portfolio Advisory Market Updates: Update stock market trends, macroeconomic indicators, and sector-specific developments to guide clients. Compliance: Ensure adherence to SEBI and Asset regulations, risk management protocols, and int...

As a Searce's AI Architect Leader, your role involves designing and delivering complex, high-value AI solutions. You will be accountable for ensuring technical excellence, providing client advisory services, and mentoring a community of solutions Architects. **Key Responsibilities:** - Take ownership of full-lifecycle development of innovative AI/ML solutions, ensuring technical excellence and profound business relevance. - Lead the design of cloud, data, and AI architectures that align with complex client requirements. - Orchestrate and lead Proof-of-Concepts (POCs) to showcase solution capabilities. - Deliver compelling presentations and demonstrations of Searce's capabilities. - Develop c...

Job Description: You will be assisting in statutory, internal, and tax audits of clients from various industries. Your responsibilities will include working on Income Tax, GST, and TDS returns & compliance, supporting in accounting, bookkeeping, and preparation of financial statements. Additionally, you will gain exposure to ROC filings, corporate law matters, and basic legal documentation. You will also assist seniors in consulting, drafting, and client advisory work. Your tasks will involve preparing reconciliations, working papers, and schedules for audits. Qualification Required: To qualify for this role, you should be a CA fresher (IPCC/Intermediate cleared) with a strong academic backg...

As Searce's AI Architect Leader, you will be responsible for designing and delivering complex, high-value AI solutions. Your role will involve being accountable for technical excellence, client advisory, and mentoring a community of solutions Architects. If you are a real solver who is audacious, innovative, and capable of challenging norms to build solutions that shape the future, then this role is for you. **Key Responsibilities:** - Take ownership of full-lifecycle development of innovative AI/ML solutions, ensuring technical excellence and profound business relevance. - Lead the design of cloud, data, and AI architectures that align with complex client requirements. - Orchestrate and lea...

As a Financial Executive / Investment Planner in the Financial Services department based in Chennai, your role will involve the following responsibilities: - Assist in financial planning and investment advisory services. - Analyze client portfolios and provide suitable investment recommendations. - Maintain and update financial data and reports. - Support clients in understanding various financial products and services. - Collaborate with internal teams to ensure smooth service delivery. To be eligible for this role, you should meet the following criteria: - Educational Qualification: B.Com / M.Com / MBA. - Strong communication skills and analytical ability. - Passion for finance, investment...

You are a highly experienced and knowledgeable Senior Visa Counselor who will guide clients through the visa application process. Your deep understanding of international immigration laws, visa regulations, and specific country requirements will enable you to provide professional advice and personalized assistance, ensuring a smooth visa application process for clients to achieve their immigration or travel goals. **Key Responsibilities:** - Advise clients on the visa application process, including document requirements, deadlines, and procedures. - Assess client eligibility for various visa categories and recommend the best visa options. - Guide clients in preparing the necessary documentat...

As a Director or Senior Director in the AI Consulting business, your role will involve driving innovation and scaling the consulting practice to serve Fortune 500 clients. Your key responsibilities will include: - **Strategic Leadership:** Developing and executing the vision, strategy, and roadmap for the AI Consulting business in alignment with overall company objectives. - **Business Growth:** Driving significant revenue growth by identifying new market opportunities, expanding service offerings, and building strong client partnerships. - **Client Advisory:** Serving as a trusted advisor to C-suite and senior executives at Fortune 500 organizations, providing expert guidance on AI adoption...

Role Overview: You will be part of the Barclays Global Graduate Programme, where you will receive training and development to set you up for a successful career at Barclays. This includes gaining experience and insights into different teams across the Function through rotational placements. Key Responsibilities: - Projects/Change Management: You will understand and articulate drivers for change and how these enable commercial and/or stakeholder priorities. - Consultancy: You will translate ideas into logical solutions with defined outcomes that align with stakeholder requirements and values. - Continuous Improvement: Proactively question established processes, seek stakeholder feedback, and ...

As a Private Equity Advisor at Planify Capital, a fast-growing fintech firm specializing in unlisted shares, pre-IPO investments, and alternative investment products, you will play a crucial role in identifying, evaluating, and advising clients on private equity investment opportunities. You will collaborate with HNIs, family offices, and institutional investors to structure deals, manage portfolios, and support capital deployment strategies. Key Responsibilities: - Advise clients on private equity investment opportunities tailored to their financial goals, risk appetite, and portfolio strategies. - Analyze private equity deals, conduct due diligence, assess business models, financials, and ...

As a Gold Auction Specialist, your role involves managing and overseeing the sale of gold items at auction. This includes evaluating, marketing, and selling various gold products like jewelry, bullion, coins, and collectibles to ensure a smooth, professional, and profitable experience for both buyers and sellers. Key Responsibilities: - Coordinate and oversee the gold auction process from start to finish. - Collaborate with the Auction House team to effectively organize and schedule auctions. - Keep abreast of trends and developments in the gold market, including pricing fluctuations, demand shifts, and new product introductions. - Create and distribute auction catalogs in both digital and p...

As an Equity Dealer at our company located in Noida, your role involves communicating trading calls and investing ideas to customers. You should have thorough knowledge of all exchange rules, regulations, and compliances to advise clients based on research calls. Your responsibilities include generating brokerage and volume, trading on behalf of clients, and keeping them informed about rates, research information, market outlook, order & trade details, and confirmations. Additionally, you are expected to identify new revenue streams, maintain a cordial relationship with existing clients, develop relationships, and generate leads through references. Achieving revenue generation and client act...

Urgent Hiring for Digital Advisory Role Profile in AMC Location -Airoli Navi Mumbai CTC- 4 Lpa Core Responsibilities Revenue Generation through interest income by Building MTF, Funding book and broking through advisory. Client Advisory: Understand Client Profile and provide advice on stocks, portfolios, and trading strategies. Client Activation & Retention: Improve and maintain client activity ratio across product lines. Cross Sell: third party products MF SIP, Portfolio Advisory Market Updates: Update stock market trends, macroeconomic indicators, and sector-specific developments to guide clients. Compliance: Ensure adherence to SEBI and Asset regulations, risk management protocols, and int...

As an Associate at MZD Legal in Mumbai, you will be responsible for estate planning, wills, and succession advisory. Your key responsibilities will include: - Drafting wills, trust deeds, and succession planning documents. - Advising clients on inheritance laws, estate structuring, and asset protection. - Assisting in probate applications, estate administration, and family settlements. - Conducting legal research on personal laws and cross-border succession. - Staying abreast of changes in succession and trust laws. To qualify for this role, you should have: - LLB from a recognized university. - Minimum of 2 years PQE in estate planning and succession matters. - Strong understanding of the H...

As an ideal candidate for this role, you should be prepared to join immediately and share your details via email at nitin.patil@ust.com for quick processing. **Roles & Responsibilities:** - Identify and drive strategic value creation opportunities across operations and financial functions. - Provide consulting advisory services in operating model design, performance improvement, change management, and technology enablement. - Lead the creation of project plans, manage budgets, timelines, and resource allocations. - Collaborate with internal sales and delivery teams to define go-to-market strategies and win new business. - Build client relationships with decision-makers in Medicare, Medicaid,...

Role Overview: As the Director of Wealth at Borderless, you will be responsible for driving the development and expansion of the Borderless wealth management division. Your main focus will be on ensuring high-quality investment solutions and client-centric financial planning. To excel in this role, you must possess a deep understanding of portfolio management, regulatory compliance, and investment advisory. Additionally, you should have the ability to lead a team of relationship professionals effectively. Key Responsibilities: - Strategic Leadership: Develop and implement a Borderless wealth management strategy that aligns with the company's global investment vision. - Distributor Management...

Title - Vice President Financial Sales. Department : Sales Reports to : Head - Business Excellence. As part of the Equentis group, we've been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009. Equentis Wealth Advisory Ltd is a leading financial services and wealth creation offering comprehensive investment solutions to HNIs. The firm specializes in equity advisory, PMS, AIF with a strong research-driven approach to wealth creation. Equentis Investech has already facilitated over ?600 Crore in transactions. We maintain a sharp focus on identifying only the most promising opportunities through our proprietary 5P Framework (Promoter, Product,...

VAT Associate - REMOTE POSITION Our client is seeking an Offshore VAT Associate to assist with VAT compliance, reporting, and client advisory support. This role is ideal for an accounting or finance professional with a strong interest in tax who is eager to expand their expertise in the UAE VAT framework. Key Responsibilities Support the preparation and submission of VAT returns for clients. Assist in VAT registration and deregistration processes. Maintain accurate, up-to-date records for client VAT accounts. Assist in preparing VAT refund and penalty reconsideration applications. Review client documentation to ensure compliance with UAE VAT regulations. Respond to client queries under the g...