56 Client Advisory Jobs - Page 3

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

Responsibilities: Assist clients in building and managing their equity investment portfolios to meet financial goals. Assist clients with onboarding procedures. Follow up with leads and existing clients. Ensure timely client communication.

Location: Mumbai, India Reports To: Managing Director / Partner Experience: 8+ years in investment banking, corporate finance or wholesale banking About the Role We are seeking a dynamic and driven Vice President (VP) to lead end-to-end deal execution and client relationship management for capital raising mandates (debt and structured finance). The VP will play a key role in transaction management, client advisory, investor engagement, and mentoring junior team members. This is a strategic leadership role for professionals passionate about helping mid-market and growth-stage companies access capital efficiently. Key Responsibilities Deal Execution Lead end-to-end execution of debt capital raising transactions. Oversee due diligence, data room management, and financial modeling. Coordinate with legal, tax, and regulatory advisors for seamless closure. Client & Investor Management Manage client relationships, build trust, and deliver advisory value. Prepare and present pitchbooks, CIMs, teasers, and financial models. Liaise with banks, NBFCs, AIFs and PE/VC funds Origination & Business Development Support Directors/Partners in originating new mandates. Develop sector intelligence and proactively identify funding opportunities. Represent the firm at industry events, investor meetings, and roadshows. Team Leadership Mentor and review work of analysts and associates. Ensure high-quality client deliverables and efficient deal workflows. Qualifications & Skills Must-Have MBA (Finance), CA, or CFA Charter holder 8+ years of relevant wholesale debt banking experience Strong knowledge on debt instruments / banking products and financial modeling Excellent communication, negotiation & drafting Preferred Tier-1 MBA or IB experience in top consulting firm Prior capital raising experience (100-500 Cr+) Experience with structured deals Investor/credit relationships in key sectors Performance Metrics (KPIs) Deals closed per quarter (volume + value) Revenue generated (retainer + success) Investor conversion rate Client satisfaction and retention Team mentorship and quality of execution Perks and Benefits As per industry standards