90 Client Advisory Jobs - Page 4

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 tax...

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...

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 mana...

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 standard...

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 intellig...

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 expectation...

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 Advi...

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-pace...

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 ...

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 ra...