26 Client Advisory Jobs

Role & responsibilities : High Quality client advisory Margin maximization Disseminate FX macro research Ensure deal appropriateness. Ensure client appropriateness, assess client risk appetite for deal suitability and market risk. Adherence to all system process and regulatory guidelines Adherence to all internal, external guidelines and process. Revenue Generation Targets and desired income pool for each business segment. Maintain and increase the existing and target CRM for each business segment Adherence to RBI guidelines and YBL internal compliance process Takes initiative and calculated risks and makes sound and timely decisions in the best interest of the Bank. Displays a fair and ethical approach while dealing with people and processes. Looks for ways to provide positive customer experience and encourages others to do the same.

As a Client Acquisition and Relationship Manager, you will be responsible for driving the acquisition of new clients and managing existing client relationships. Your role will involve delivering advisory services to clients with a high level of engagement and service quality, in alignment with the organization's values and principles. It is crucial to ensure that advisory services are based on the intelligence and products recommended by the organization. Your principal responsibilities will include prospecting new clients by maintaining an active list of prospects and engaging with them effectively to convert them into clients. Additionally, you will be responsible for managing existing client relationships by providing a high level of engagement and services based on a relationship-oriented approach to build trust. In your role, you will drive client advisory and reviews by gaining a deep understanding of client needs and developing the right proposals in consultation with the Ideation & Advisory Team. Periodic reviews will also be conducted to ensure that solutions are delivered based on client needs. Maintaining a high level of client centricity and ensuring that advisory services are aligned with the organization's ethos and principles will be key aspects of your role. You will also be responsible for facilitating proper coordination between clients and the operation & service team to deliver a high level of client service. Staying updated with market developments and events will be essential to proactively manage risks and prevent clients from suffering losses. Timely actions based on market insights will play a crucial role in limiting potential risks for clients.,

Twidllr is looking for a strategist with a minimum of 4-8 years of experience in Digital Strategy, planning, business impact planning, and communications, including client advisory in a Digital agency. As a strategist, you will be responsible for developing and selling digital communications strategy based on brand understanding, consumer insights, and market/media dynamics. You will collaborate with the business and client leadership team to build strategies that drive business impact. Reporting to the Business team head, your success in this role will be measured by your ability to quickly grasp the categories of key targeted industries, present brand and campaign strategies backed by data-driven insights, and support the development and sale of digital communications strategy. You will be expected to work independently on tools needed for data-driven creative campaigns and actively participate in idea generation sessions. Within three months, you will be expected to have a complete understanding of the targeted industries, present strategies and insights, support the business team in strategy development, adapt to agency and client working styles, and engage in data-driven campaign creation. By six months, you should have implemented key strategies, built strong client relationships, shared insights with the team and clients, and identified trends in the dynamic media landscape. In 12 months, you should have worked on award-winning campaigns, led client pitches, created cross-team strategies, and mentored new team members. You will be required to have a strong understanding of digital platforms such as Facebook, AdWords, Programmatic, and affiliate marketing. Proficiency in planning tools like Semrush and awareness of emerging technologies for brand salience are essential. Understanding client business objectives, creative strategy, and audience profiling are crucial for success in this role. You will work closely with delivery teams to develop holistic pitches for prospective clients. The ideal candidate should have 4+ years of experience in an agency setting, with a preference for candidates from Digital Agencies. Proficiency in data management, Excel, and PowerPoint is necessary. Strong organizational skills, media knowledge, and a deep understanding of digital marketing are required. Excellent written and verbal communication skills, problem-solving abilities, and the capacity to work both independently and in a team are essential. An MBA or master's degree in Marketing is a minimum qualification for this role. If you are ready to take on this challenging yet rewarding role, please apply with a covering letter mentioning "hi" to indicate that you have carefully read and understood the job requirements. This is a full-time position with health insurance benefits included. The work schedule is during the day shift, and the job location is in person.,

You are seeking a Chartered Accountant with up to 3 years of experience to join a team in Navi Mumbai, specifically CBD Belapur. In this role, you will be responsible for overseeing the Taxation, Audit, and Compliance team, providing guidance to clients, and ensuring compliance with regulations. Your key responsibilities will include leadership and management of a team consisting of CA Articles and junior staff. You will offer technical advice on taxation, audit, and statutory compliance, conduct knowledge-sharing sessions, and support team development. Additionally, you will supervise the preparation and submission of Income Tax Returns, GST Returns, and Statutory Audit Reports. You will manage GST audits, tax computations, and annual filings, as well as review and finalize financial statements and audit documentation. Furthermore, you will be required to draft responses and represent clients during hearings under the Income Tax Act and GST Act. You will collaborate with tax authorities for assessments, inquiries, and departmental proceedings while ensuring full compliance with Income Tax, GST, and other relevant regulations. You will also provide advice to clients on compliance with the Companies Act, Income Tax Act, and GST. Your responsibilities will include strategic tax planning, risk mitigation, and financial consulting. Additionally, you will handle corporate law assignments, due diligence, and restructuring support. Internally, you will work with HR and admin teams to improve recruitment and internal processes. You will also contribute to firm-wide strategic planning and business development initiatives. Your role will involve monitoring statutory deadlines and managing client compliance calendars. You will implement compliance frameworks and internal control processes to ensure regulatory adherence.,

You will be responsible for establishing meaningful connections with potential homebuyers to understand their real estate goals, preferences, and financial aspirations. By assessing individual buyer profiles, you will recommend property options that align with their desired lifestyle and budget constraints. Your role will involve coordinating property viewings and meetings to engage clients consistently, ensuring a smooth and guided experience throughout the property purchase journey. It will be essential to stay updated on evolving property market dynamics and competitor activities to provide strategic advice to clients effectively. BNM Business Solutions LLP, a rapidly growing channel partner in the real estate industry with a presence of 5 years, focuses on simplifying and enhancing trust in the home-buying process. The company leverages information and expertise in the real estate sector to offer transparent guidance, utilizing technology-enabled tools to assist homebuyers in finding the right property within their desired location and budget. In addition to providing information on various localities and properties, BNM also supports clients with initial project evaluation, ensuring a seamless and positive home-buying experience for numerous families.,

As a Tax Manager, you will be responsible for leading the delivery of tax compliance services for various entities including Partnerships (Form 1065), Corporations/S-Corps (Forms 1120/1120S), and individual filings (Form 1040). Your role will involve managing the preparation and review of K-1, K-2, K-3 schedules, as well as relevant international, state, and local tax filings. You will supervise the preparation of tax returns and workpapers in accordance with U.S. federal laws. Additionally, you will provide tax strategies to clients, identify risks, and suggest process improvements. It is crucial to maintain and enhance client relationships through proactive communication and support. Furthermore, you will play a key role in mentoring, reviewing, and training junior team members, including conducting performance evaluations. You will also collaborate with U.S. counterparts using EisnerAmpers electronic tools and processes. To be successful in this role, you must possess the following qualifications: - Professional Certification: CPA / CA / Enrolled Agent (EA) is mandatory. - Minimum of 7+ years of experience in U.S. Taxation, with a focus on Private Client Services (PCS). - Strong experience in reviewing Federal returns such as 1065, 1120, and 1040. - Previous experience in working with small and mid-sized businesses. - Hands-on experience in managing clients, mentoring teams, and reviewing complex tax documentation. - Excellent verbal and written communication skills. - Must demonstrate a presentable, confident demeanor with well-groomed appearance and leadership capabilities. - The ability to commute to the office within a one-hour travel time. Key Skills required for this role include expertise in U.S. taxation, reviewing Federal returns, effective communication, tax compliance, preparation, client services, mentoring, working with Forms 1120S, leadership, conducting evaluations, and offering client advisory services.,

You will be responsible for Business Development & Marketing of Aluminum & uPVC Windows and Doors. Your role will involve providing technical guidance and advisory to clients and internal teams for understanding the actual requirements of the product as per client/customer specifications. You will be expected to collect work orders from clients and coordinate with supervisors for site surveys to ensure appropriate data for product process drawing and operations. Additionally, you will need to coordinate and monitor clients" work orders to fulfill their requirements and promptly address any site problems or customer complaints. This role requires a B.Tech (Mech.) or MBA (Sales and Marketing) qualification with 2-5 years of experience. The salary offered for this position ranges between 2.4 to 4.8 Lacs per annum. The job is based in Agra and involves full-time, permanent employment. You will have the opportunity to work with a team of three Business Development & Marketing Managers. The benefits include cell phone reimbursement, yearly bonus, and a day shift schedule. The expected start date for this position is 25/06/2025, and the work location is in person.,

You will be responsible for identifying and generating leads using various methods such as cold calling, referrals, and collaborating with channel partners. Your main focus will be to schedule and organize meetings with potential clients through phone and email communication. Additionally, you will need to conduct on-site client visits to showcase product demonstrations effectively. Understanding client requirements is key in this role as you will be required to propose tailored solutions and present commercial offerings based on the client's budget and needs. Managing quotations, following up on proposals, and addressing any client concerns are also part of your responsibilities. You will play a crucial role in the order confirmation process by generating OC (Order Confirmation) and ensuring a smooth handover to the onboarding team. Building and nurturing strong relationships with clients will be essential in driving renewals and identifying upsell opportunities. As a trusted advisor to clients, you will provide valuable insights and solutions to help maximize the value they receive from the products or services offered. Collaboration with internal teams is vital to ensure a seamless onboarding process and successful go-live for clients. Working closely with implementation, customer success, and support teams will be necessary to maintain high levels of client satisfaction.,

As a Tax Manager at Prosperr.io, you will play a crucial role in developing tax-efficient strategies for individuals to minimize tax liabilities within the framework of applicable laws and regulations. You will be responsible for ensuring clients" adherence to tax laws by preparing and filing accurate and timely tax returns, staying updated on changes in tax codes, and conducting periodic compliance reviews. Your expertise in TDS (Tax Deducted at Source) management will be essential to oversee proper deduction and timely deposit of TDS to comply with statutory requirements, while providing guidance on TDS implications for clients. Your role will involve providing clear and informed advice to clients on tax-related matters, explaining implications of various tax strategies, and guiding them in making informed financial decisions. You will conduct research on complex tax issues, staying current with changes in tax laws, and applying findings to develop effective tax solutions. Effective client communication is key, as you will interact with clients to gather necessary information, discuss tax strategies, and provide updates on compliance status. Adherence to ethical standards in all tax-related activities is imperative, ensuring that advice and strategies align with legal and regulatory requirements. Ideal candidates for this position would be CA, CA dropout, CA/CS pursuing, or B Com LLB preferred, with a Bachelor's or master's degree in Finance, Taxation, or related fields. Prior experience in Tax Planning, Tax Preparation, Tax, Finance, and Tax Law is required. Proficiency in preparing and maintaining applicable documentation and reports is essential, along with strong communication and interpersonal skills. Candidates with experience in Tax software such as Winman software, Computax, and TaxAct will be preferred. Strong analytical and problem-solving skills are necessary to navigate complex tax issues effectively. Join us at Prosperr.io and be part of a dynamic team dedicated to transforming tax and employee benefit management for individuals and organizations.,

As a Data Analyst II at Syneos Health, a leading fully integrated biopharmaceutical solutions organization, you will play a crucial role in accelerating customer success by translating unique clinical, medical affairs, and commercial insights into outcomes that address modern market realities. Our Clinical Development model places the customer and the patient at the center of our work, and we are dedicated to simplifying and streamlining processes to enhance collaboration and innovation. In this role, you will work independently to solve open-ended questions, design and analyze tests and experiments, and maintain documentation of analytical processes and projects. You will be responsible for building, maintaining, and improving performance dashboards by leveraging customer feedback for enhanced use and accessibility. Advising clients on best practices and ensuring easy data retrievability are also key aspects of your responsibilities. Furthermore, you will support data quality and understand customer needs as they evolve, mentor and coach junior team members, and facilitate site advocacy group meetings. Your role will involve developing and managing capabilities decks using Power BI data, tracking and analyzing business development outcomes, monitoring customer satisfaction, and overseeing product approval tracking to ensure visibility into product lifecycle status and final approval outcomes. To qualify for this position, you should be passionate about taking the initiative and challenging the status quo in a highly competitive and ever-changing environment. Your role at Syneos Health will involve collaborating with a diverse team of individuals to create a workplace where everyone feels they belong. If you are enthusiastic about making a difference and contributing to changing lives, Syneos Health is the place for you. For further information about Syneos Health, including our achievements over the past 5 years and our commitment to developing our employees, please visit our website at http://www.syneoshealth.com. Please note that tasks, duties, and responsibilities mentioned in this job description are not exhaustive. The Company reserves the right to assign additional tasks at its discretion. The qualifications of incumbents may vary, and equivalent experience, skills, and education will be considered. The Company will determine what constitutes equivalence to the qualifications described above. This job description does not create an employment contract and is intended to comply with all applicable legislation regarding recruitment and employment practices. The Company is committed to compliance with the Americans with Disabilities Act and providing reasonable accommodations when appropriate to assist employees or applicants in performing essential job functions.,

You will be responsible for identifying and generating leads for our ERP & point of sale platforms targeting manufacturing and retail industries. This includes conducting cold calls, leveraging referrals, and working with channel partners to build a strong pipeline. Your role will involve scheduling and planning meetings with potential clients through phone and email communication. You will also conduct on-site client visits to provide product demonstrations and understand their specific requirements. As a key member of the team, you will need to propose tailored solutions based on client needs and budgets. This will require you to pitch commercials, share quotations, follow up on proposals, and address any client concerns promptly. Once an order is confirmed, you will be tasked with ensuring a smooth transition to the onboarding team for implementation. Building and maintaining strong relationships with clients is essential to drive renewals and upsell opportunities. Acting as a trusted advisor, you will provide insights and solutions to clients to maximize the value they receive from our platforms. Collaboration with internal teams such as implementation, customer success, and support will be crucial to ensure seamless onboarding and successful go-live for clients. Your success in this role will be measured by your ability to generate leads, secure orders, and maintain high levels of client satisfaction through proactive communication and support.,

We are seeking a motivated Associate with a minimum of 2 years post-qualification experience (PQE) to join our Estates & Succession practice at MZD Legal in Mumbai. The ideal candidate will have hands-on experience in estate planning, wills, and succession advisory. This position is open exclusively to applicants currently residing in Mumbai, as it necessitates in-person collaboration and client interactions. Key Responsibilities: - Draft wills, trust deeds, and succession planning documents. - Advise clients on inheritance laws, estate structuring, and asset protection. - Assist in probate applications, estate administration, and family settlements. - Conduct legal research on personal laws and cross-border succession. - Stay abreast of changes in succession and trust laws. Requirements: - LLB from a recognized university. - Minimum of 2 years PQE in estate planning and succession matters. - Strong understanding of the Hindu Succession Act, Indian Succession Act, and relevant personal laws. - Excellent legal drafting, client advisory, and research skills. Preferred Skills: - Strong interpersonal and client management skills. - Discretion in handling sensitive family and estate matters. - Exposure to cross-border estate planning is a plus. What We Offer: - Engage in complex, high-value estate and succession planning matters. - Directly interact with high-net-worth individuals and family offices. - Structured career growth and mentorship by experienced estate lawyers. To Apply: Please send your resume, cover letter, and any relevant work samples to info@mzdlegal.in with the subject line: "Application Associate (Estates & Succession)".,

As a Chartered Accountant (CA) specializing in Taxation, Audit & Compliance, you will be an integral part of the esteemed firm, J B Patel & Associates, located in Navi Mumbai. With over a decade of experience and a clientele exceeding 500 active clients, our firm is renowned for providing a wide array of services including taxation, audit, compliance, and business advisory. Your primary role will involve overseeing the Taxation, Audit, and Compliance team, offering expert advice to clients, and ensuring strict adherence to regulations across various projects. You will be responsible for leading and guiding a team of CA Articles and junior staff, providing them with technical expertise on taxation, audit, and statutory compliance. Additionally, you will conduct knowledge-sharing sessions and actively contribute to the professional development of the team. Your duties will encompass supervising the preparation and submission of Income Tax Returns, GST Returns, and Statutory Audit Reports. You will oversee GST audits, tax computations, and annual filings, as well as review and finalize financial statements and audit documentation. Furthermore, you will be required to draft responses and represent clients in hearings under the Income Tax Act and GST Act, while liaising with tax authorities for assessments, inquiries, and departmental proceedings. In addition to your role in compliance monitoring, you will advise clients on regulatory compliance under the Companies Act, Income Tax Act, and GST. You will provide strategic tax planning, risk mitigation, and financial consulting services, along with handling corporate law assignments, due diligence, and restructuring support. Your expertise in Indian Tax Laws, GST, Accounting Standards (Ind AS), and the Companies Act will be crucial in ensuring the successful execution of financial statements, audits, and regulatory filings. Strong communication, analytical, and leadership skills are essential for this position. It is imperative for you to be based in or willing to commute to Navi Mumbai, Maharashtra. By joining our team, you can look forward to a leadership role in a dynamic CA firm, hands-on exposure to complex and high-value client assignments, a professional and collaborative work environment, continuous learning opportunities, and avenues for career growth. Your compensation will be competitive and commensurate with your experience and performance.,

As an Asset Integrity Consultant - Risk Engineering Consultant in the Oil & Gas industry, you will be a part of a global leader in risk management and engineering consulting, specifically focusing on providing specialized risk engineering services to clients within the oil & gas and petrochemical sectors across the IMEA region. Your role will revolve around asset integrity, process safety, operational reliability, operational excellence, turnaround management, and sustainability initiatives. Your key responsibilities will include conducting assessments to ensure the integrity and reliability of critical assets, evaluating and enhancing process safety management systems, promoting operational excellence through process optimization and continuous improvement, leading and managing turnarounds, providing consulting on risk management and safety for hydrogen and renewable energy projects, advising on environmental management practices and energy efficiency, optimizing staffing levels, conducting risk assessments, leading incident investigations, ensuring regulatory compliance, and offering strategic advice to clients. To excel in this role, you should have 10-20 years of experience in asset integrity management, risk engineering, process safety, operational excellence, or turnaround management within the oil & gas and petrochemical industries. Strong technical knowledge in asset integrity, reliability engineering, process safety, and turnaround management is required, along with experience in hydrogen, renewables, environmental management, and energy efficiency. Proficiency in software tools such as Microsoft Excel, PowerPoint, and industry-specific simulation software is essential. Additionally, expertise in operational excellence, turnaround management, consulting, and a degree in engineering or related technical field are necessary qualifications. Relevant certifications in asset integrity, process safety, operational excellence, turnaround management, or renewables will be advantageous. The role will involve travel within India and overseas for business development and project execution. If you are looking to leverage your expertise in risk engineering and asset integrity to make a significant impact in the oil & gas industry, this opportunity will allow you to showcase your skills and contribute to the success of clients in the energy sector.,

As an Asset Integrity Consultant - Risk Engineering Consultant in the Oil & Gas (energy) sector, you will be responsible for providing specialized risk engineering services to clients within the oil & gas and petrochemical sectors. Your role will focus on asset integrity, process safety, operational reliability, operational excellence, turnaround management, and sustainability initiatives. You will work in Gurgaon, India, and across the IMEA region. Your key responsibilities will include conducting assessments to ensure the integrity and reliability of critical assets, enhancing process safety management systems, promoting operational excellence through process optimization, leading and managing turnarounds, providing consulting on risk management for hydrogen and renewable energy projects, advising on environmental management practices, optimizing staffing levels, conducting risk assessments, investigating incidents, ensuring regulatory compliance, and offering strategic advice to clients. To excel in this role, you should have 10-20 years of experience in asset integrity management, risk engineering, process safety, operational excellence, or turnaround management within the oil & gas and petrochemical industries. Technical expertise in asset integrity, reliability engineering, process safety, and turnaround management is essential. Proficiency in Microsoft Excel, PowerPoint, and industry-specific simulation software is required. Experience in driving operational excellence initiatives, leading turnarounds, delivering consulting services, and holding relevant certifications will be advantageous. A degree in engineering (mechanical, chemical, or related field) is preferred, and willingness to travel within India and overseas for business development and project execution is necessary. If you are looking to leverage your expertise in traditional energy sectors and contribute to the growth and success of clients in the oil & gas and petrochemical industry, this position offers an exciting opportunity to make a significant impact.,

We are seeking a highly motivated and experienced Senior Property Advisor to join our dynamic team. Requirements: Minimum 4 years of experience in real estate sales or as a property advisor. Strong knowledge of the real estate market, including pricing, trends, and competitive landscapes. Proven sales, negotiation, and communication skills to close deals effectively. Demonstrated ability to generate leads and maintain long-term client relationships. Familiarity with CRM tools and real estate portals. Ability to meet and exceed sales targets in a competitive environment. Strong client advisory skills and a commitment to delivering exceptional customer service. Salary: As per industry standards.,

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 10) Acquire quality PCG clientsn with minimum investment potention > Rs.25 Lac through networking, database, market intelligence and references from existing clients. 11) Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation

About DHC: At DHC, we believe there's a thin line between 'delivering a service' and 'delivering value'. As the global business realities change, corporations are finding ways to adapt to the new working world. We at DHC, are focused on providing our clients with future-proof solutions to achieve a seamless adaptation to the changes in their individual industries. With a focus on quality, we provide accounting and consultancy services in assurance, risk advisory, tax and regulatory, corporate finance advisory and global knowledge services. Role Description: As a Sr. Manager in our TRS_IDT team, you'll spearhead positive relationships with both teams and clients, aiming to surpass expectations consistently. Responsibilities: Advisory & Consultation: Provide strategic indirect tax advice, with a strong focus on GST, customs, and other indirect taxes. Offer transaction-based advisory including tax structuring and impact analysis. Litigation & Representation: Handle indirect tax litigation matters including drafting replies, appeals, and appearing before tax authorities. Represent clients in assessments, audits, and adjudication proceedings. GST Compliance: Review and manage the end-to-end GST compliance process including GSTR-1, GSTR-3B, GSTR-9/9C. Ensure accurate and timely filing and reconciliation across multiple client portfolios. Client Engagement: Maintain and grow strong client relationships through regular interactions and proactive issue resolution. Act as a key point of contact for major clients and manage service delivery expectations. Business Development: Identify new business opportunities and participate in service line pitching and proposal development. Contribute to revenue growth through upselling and cross-selling of tax services. Knowledge Management & Research: Conduct in-depth case law research and stay updated with legislative changes in indirect taxation. Prepare and present white papers, articles, and client alerts on tax developments. Team Management: Lead and mentor a team of junior tax professionals. Review work deliverables for quality and accuracy and ensure adherence to timelines. Qualifications & Skills: Chartered Accountant with 6 - 8 years of experience in Tax Regulatory Services, GST, and Indirect Taxation (IDT). Strong technical expertise in Indirect Taxation. Proven experience in client advisory & stakeholder management. Demonstrated leadership qualities with the ability to inspire & guide teams. Persistent and persuasive in driving goals to completion. Skilled in leadership reporting & analytical tools. Excellent knowledge of the Microsoft Office Suite. Exceptional communication and interpersonal skills, with a high degree of confidentiality and discretion. If this sounds like the opportunity youve been waiting for, let’s connect! Apply now!

Position Summary : As a Director in the Payments Consulting practice at EY India, you will lead large-scale, complex engagements in the payments domain, working with issuing and banks, payment system operators, fintechs, and regulators You will drive business development, key account management, thought leadership, solution innovation, and delivery excellence across areas such as real-time payments, card payments, cross-border schemes, digital currencies, payment regulations, and modernization programs You will also contribute significantly to business development, client relationship management, and talent mentoring within the practice Key Responsibilities: Engagement Delivery & Client Advisory Lead multi-disciplinary project teams delivering strategy, operating model, risk, and technology transformation programs in the payments ecosystem. Advise clients on real-time payments, cross-border initiatives (e.g., Nexus, SWIFT), CBDCs, ISO 20022 migration, and regulatory compliance (e.g., RBI guidelines, PFMI). Implement large scale programs focusing on credit/debit/prepaid card transformation for consumer and commercial clients Design, assess, and implement payment architectures, including scheme governance, operational resilience, settlement models, and clearing frameworks. Oversee the delivery of high-quality, on-time, and on-budget consulting engagements, ensuring compliance with EYs risk and quality standards. Business Development Develop go-to-market strategies for EYs payments offerings in India Build and manage relationships with key stakeholders in banks, fintechs, schemes, and payment regulators. Lead proposal development, pitch preparation, and contract negotiations for consulting assignments. Identify and pursue cross-sell opportunities in adjacent areas such as digital banking, AML/fraud, and fintech regulation. Thought Leadership & Practice Building Develop white papers, PoVs, and industry insights on payments innovation, regulatory shifts, and global best practices. Represent EY in industry forums, working groups (e.g., GFF, PCI, DLAI, etc.), and public policy discussions. Contribute to the build-out of service offerings and digital accelerators in payments advisory. Lead and mentor a team of consultants, managers, and senior managers to build internal capability and expertise. Qualification Preferred Qualifications: MBA, CA, or equivalent advanced degree in Business, Finance, or Technology. Certifications in payments (e.g., AAP, CPP), Agile/PMO, or ISO 20022 are a plus. Exposure to international payments frameworks (e.g., BIS/CPMI, SEPA, PSD2, CBDC design principles). Required Qualifications: 15+ years of experience in the financial services sector, with 10+ years in payments, including real-time payments, retail/domestic schemes, cross-border systems, or cards. Demonstrated leadership in consulting or industry roles with banks, central banks, or payment networks (e.g., NPCI, SWIFT, VISA/Mastercard, PayNet, FPS UK, FedNow). In-depth knowledge of payments regulations, operational frameworks, risk (incl. PFMI), scheme governance, and digital transformation in the payments space. Prior experience managing large transformation projects, regulatory engagements, or product rollouts. Proven track record in business development, client relationship management, and leading high-performance teams. Key Competencies: Strategic thinking with strong problem-solving and analytical skills Excellent communication, client management, and stakeholder engagement abilities Collaborative leadership style with the ability to influence and coach senior stakeholders Commercial acumen and entrepreneurial mindset High attention to quality, compliance, and professional ethics What we look for People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions We look for people who are agile, curious, mindful and able to sustain postivie energy, while being adaptable and creative in their approach.

We are hiring only for candidates currently living in Chennai. Candidates outside Chennai or seeking relocation are not considered. Role & responsibilities Working with international clients on different B2B and event campaigns Increasing customer acquisition and sales Sales, hiring, training, and leading the team. Managing the team and growing as a leader . Heading a business unit and partnering in driving the business forward. CONTACT - 8122819942 |9150233357 Preferred candidate profile Ambitious and entrepreneurial-minded individuals eager to build and manage their own business ventures. Confident in public speaking and delivering engaging presentations. Comfortable working in a fast-paced, performance-driven environment.

Excellent job opportunity for Relationship Managers at our client's corporate office in Mumbai. Role: Client Relations - Pre-IPO & Wealth Management Description: Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO, Unlisted Shares, and Wealth Management services. Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions, ensuring alignment with their financial goals. Business Development: Identify potential clients, pitch investment opportunities, and grow the client base. Portfolio Management: Help clients structure and optimize their investment portfolios with a focus on risk management and long-term wealth creation. Investment Research: Stay updated on market trends, new Pre-IPO opportunities, and wealth management strategies. Client Communication: Maintain strong client relationships through regular communication, portfolio reviews, and personalized investment insights. Compliance & Governance: Ensure adherence to SEBI regulations and NISM certification requirements. Report & Presentation Preparation: Develop investment proposals, reports, and financial presentations for clients. Qualifications & Skills: Education: PG/MBA in Finance or related fields. Certifications: NISM Series 10A & 10B (preferred). Experience: Demonstrated track record in Wealth Management, Pre-IPO investments, or financial advisory. Technical Skills: Proficiency in MS Word, Excel, and PowerPoint. Soft Skills: Strong communication, negotiation, and analytical abilities. Industry Knowledge: Deep understanding of financial markets, investment strategies, and regulatory frameworks. Employment: Full time, Permanent role Notice period waiting: candidates with max 1 month can apply