152 Client Advisory Jobs - Page 6

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...

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 ...