90 Client Advisory Jobs - Page 3

Are you seeking a new opportunity to utilize your analytical, communication, client advisory, and project management skills in a fast-paced, team-oriented environment An Analyst position is available within the Human Capital Management (HCM) division's Employee Special Investments team, offering an excellent chance to contribute to the team's success. The HCM division plays a crucial role in supporting business growth and change at Goldman Sachs by recruiting, developing, and rewarding the firm's employees. By advising, designing, and implementing strategies, processes, and technologies, the HCM teams help individuals advance professionally, boost productivity, and drive superior results for...

As a Financial Sales Executive at Shah Investors Home Ltd, you will play a crucial role in building and maintaining strong relationships with clients. Your responsibilities will include providing expert advice on company products and services, identifying opportunities for clients to benefit from new products or services, and resolving issues and concerns promptly and effectively. Collaboration with other departments to ensure excellent customer service is also a key aspect of this role. To excel in this position, you must have a degree in finance, business administration, economics, or a related field, along with relevant experience in the Stock-Broking or financial services industry. A goo...

Handle customer enquiries & explain programs Schedule & coordinate trial classes Follow up with leads & convert into members Manage collaboration enquiries & admin tasks Maintain records & meet monthly targets

At PwC, as a Salesforce consulting generalist, you will leverage your broad range of consulting skills and experience across various Salesforce applications to provide consulting services to clients. Your responsibilities will include analyzing client needs, implementing software solutions, and offering training and support for effective utilization of Salesforce applications. By optimizing operational efficiency and assisting clients in achieving their strategic objectives, you will play a crucial role in driving business growth and shaping the direction of client engagements. You will also mentor the next generation of leaders and uphold PwC's reputation by prioritizing quality, integrity,...

You will be joining our Corporate Law practice as an Associate/Senior Associate based in Mumbai, Bangalore, or NCR, specializing in Asset Management and Investment Funds. Your role will involve advising on complex legal matters related to fund structuring and financial regulations, providing you with opportunities to collaborate with leading experts in the field. Your responsibilities will include advising on investment fund formation, asset management, and investment programs, as well as assisting in structuring joint ventures and strategic partnerships. You will be responsible for drafting and negotiating fund documentation, JV agreements, and regulatory filings, as well as managing client...

As a seasoned professional in sourcing and procurement strategy, category management, and supplier performance, you will be responsible for leading RFx execution, contract negotiation, and vendor onboarding processes. Your expertise will be crucial in developing, implementing, and optimizing strategic sourcing plans aimed at achieving cost savings and enhancing quality. You will play a key role in supporting procurement system implementation, conducting data analytics, and generating reports related to sourcing activities. Your focus on spend analysis will drive cost optimization and value delivery while ensuring strict compliance with procurement policies, risk management, and governance st...

As a Senior Consultant at our organization, you will play a crucial role as a Subject Matter Expert (SME) in the project. Your primary responsibilities will involve working closely with the Development and Quality Assurance (QA) Engineers to create a robust integration product that seamlessly connects with various data sources. Additionally, you will serve as a trusted source of knowledge, offering valuable insights and guidance to clients in alignment with industry best practices. Bristlecone is a renowned provider of AI-powered application transformation services dedicated to enhancing the efficiency of the connected supply chain. Our mission is to equip our clients with the tools required...

At The Trade Desk, the Business Development team focuses on identifying, building, and growing strategic partnerships with forward-thinking advertisers and agencies across India. We take pride in our role as independent and objective advisors within the programmatic ecosystem, enabling access to the premium open internet while guiding clients through their digital transformation journey. We are currently seeking an Associate Director of Business Development to join our team in Mumbai, driving revenue and client success across the Indian market. If you are a strategic thinker, a natural relationship builder, and passionate about the future of digital advertising, we would love to connect with...

At DHC, we believe in the importance of delivering value rather than just a service. In the ever-changing global business landscape, corporations are seeking ways to adapt to the new working environment. At DHC, we are dedicated to offering our clients innovative solutions to help them seamlessly adjust to the evolving demands of their respective industries. With a strong emphasis on quality, we specialize in providing accounting and consultancy services encompassing assurance, risk advisory, tax and regulatory compliance, corporate finance advisory, and global knowledge services. As a Partner within our TRS_IDT team, your role will involve fostering positive relationships with both internal...

As a professional services firm affiliated with KPMG International Limited, KPMG entities in India have been offering services since August 1993. Leveraging the global network of firms, our professionals possess in-depth knowledge of local laws, regulations, markets, and competition. With offices across India in various cities like Ahmedabad, Bengaluru, Chennai, Mumbai, and more, we cater to both national and international clients, focusing on providing industry-specific, technology-enabled services that reflect our understanding of global and local industries as well as the Indian business environment. Location: Pan India Designation: Director Role Overview: Joining as a Director in the Met...

Altruists is an offshoring firm that specializes in offering comprehensive practice assistance services to consultants and practice managers within the private and medicolegal healthcare sector of the United Kingdom. With nearly 4 years of experience, our primary objective is to support practices in achieving excellence by providing them with a dependable offshore team. As part of our team, you will be involved in an off-site role that requires you to manage confidential information and engage with the Founder and our clients. We are seeking individuals with financial expertise, specifically in financial re-modelling, who can collaborate effectively with legal, compliance, and tax teams to o...

As an Asset Integrity Consultant - Risk Engineering Consultant in the Oil & Gas sector, you will play a crucial role in ensuring the integrity and reliability of critical assets, enhancing process safety, promoting operational excellence, managing turnarounds efficiently, and advising on environmental management and energy efficiency initiatives. Your expertise will be utilized to provide specialized risk engineering services to clients within the oil & gas and petrochemical sectors across the IMEA region. With 10-20 years of experience in asset integrity management, risk engineering, process safety, operational excellence, or turnaround management, you will lead assessments to ensure asset ...

JB Patel & Associates is a dynamic and respected Chartered Accountancy firm with over 10 years of experience and a client base exceeding 500 active clients across various industries. We are committed to integrity, professionalism, and excellence in client service. We are currently looking for a Senior Chartered Accountant to lead our Tax & Compliance team. In this leadership position, you will be responsible for client advisory, regulatory representation, team development, and internal management. Key Responsibilities Team Management: Lead and mentor a team of Chartered Accountants and junior professionals. Provide technical guidance on taxation, audit, and compliance matters. Taxation & Aud...

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 ethi...

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 cli...

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...

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 ma...

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 part...

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. Furth...

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) ...

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 p...

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...

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...

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,...

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...