18 Client Reports Jobs

As an Ops Sup Analyst 1 at Citi, you will be responsible for providing operations support services, such as record/documentation maintenance, account maintenance, and serving as a liaison between various stakeholders. Your main objective is to provide day-to-day operations support in alignment with Citi's operations support infrastructure and processes. **Key Responsibilities:** - Perform business analysis and documentation of Client Reports and Advices - Provide regular status updates for project participants and create presentations for steering committee updates - Obtain sign-off on regulatory business requirements from Legal & Compliance teams - Act as the primary liaison between key bus...

As a Sales & Marketing professional at Shikhar Group, a leading real estate developer in the luxury housing segment in Uttarakhand, you will have the opportunity to be part of a dynamic team working on high-end projects in a scenic and evolving market. Key Responsibilities: - Assist the sales team in lead generation and client outreach. - Participate in on-site visits and virtual walkthroughs with potential clients. - Conduct market research on luxury real estate trends and competitor analysis. - Support digital marketing campaigns and content creation (social media, emailers, etc.). - Coordinate with channel partners and brokers to ensure lead follow-up and closures. - Help organize promoti...

Perform complete nutritional screening and create personalized diet plans. Good communication and listening skills. Ability to handle client reports. Provide Counseling to the clients. Evaluate clients nutritional needs. Framing reports detailing the clients progress.

Role Overview: The Ops Sup Analyst 1 role at your organization involves providing operations support services, such as record/documentation maintenance, account maintenance, and coordinating the opening of accounts with the Operations - Core Team. You will act as a liaison between operations staff, relationship managers, project managers, custodians, and clients. Your main objective will be to offer day-to-day operations support in line with Citi's operations support infrastructure and processes. Key Responsibilities: - Perform business analysis and document the current and future state of Client Reports and Advices. - Provide status updates for project participants. - Work with Legal & Comp...

As a candidate for the position in Mumbai, your role will involve the following responsibilities: - Responsible for client servicing and developing PR strategies - Consulting clients on PR execution strategies - Cultivating strong media relationships, especially at editor levels - Ensuring the timely delivery of PR outcomes for clients - Collaborating with the account team to implement planned PR activities - Generating regular client reports and participating in client meetings - Addressing media inquiries on behalf of clients - Conducting research and writing content on behalf of clients - Managing potential crisis situations effectively - Overseeing the PR team and ensuring efficient deli...

As an Executive Search Intern/Recruitment Consultant at Aidentifi, you have the exciting opportunity to delve into the world of Private Equity, Venture Capital, and C-suite recruitment. Aidentifi is a Singapore-based executive search firm currently expanding in India and seeking dynamic and ambitious interns to join the Gurugram office located at Two Horizon Centre, WeWork. This is a 3-month paid internship with the potential for a full-time offer based on performance. **Key Responsibilities:** - Assist consultants in handling senior-level recruitment projects. - Conduct industry and talent research for key positions. - Collaborate in creating customized search strategies and talent maps. - ...

Role Overview: You will be responsible for vendor bills processing, vendor statement reconciliation, bank entries and reconciliation, credit card entries and reconciliation, preparation of customer invoices and mailing, AR and revenue reconciliation, updating document checklist, document library and client reports, sales tax calculation and filing, internal communication for routine queries and questions, review and preparation of financial statements. Additionally, you will be required to protect confidential details of clients and follow guidelines of ISO/IEC:27001. Key Responsibilities: - Process vendor bills - Reconcile vendor statements - Manage bank entries and reconciliation - Handle ...

You will be responsible for the following tasks: - Processing vendor bills - Reconciling vendor statements - Handling bank entries and reconciliation - Managing credit card entries and reconciliation - Preparing customer invoices and sending them out - Reconciling accounts receivable and revenue - Updating the Document Checklist, Document Library, and Client Reports - Calculating and filing sales tax - Addressing routine queries and questions through internal communication - Reviewing and preparing financial statements Qualifications required: - Prior experience in KPO is mandatory You will also be expected to protect the confidential details of clients and adhere to the guidelines of ISO/IE...

We are seeking a dynamic and results-driven Customer Success Manager to join our team in Chennai. The ideal candidate will be responsible for building and nurturing long-term client relationships, ensuring exceptional customer satisfaction, and driving overall client success. If you thrive in a fast-paced environment and are passionate about delivering value to clients, wed love to hear from you. Key Responsibilities Act as the primary point of contact for assigned clients, ensuring smooth onboarding and continued engagement. Build and maintain strong client relationships, providing strategic guidance to help clients achieve business goals. Monitor customer health metrics and proactively res...

The role of WFM Manager at KPMG Global Services (KGS) within the Human Capital Advisory (HCA) practice involves supporting client engagements related to Assessments, Advisory, or Implementation of WFM solutions such as UKG Kronos. As an Assistant Manager in the Human Capital Advisory team, you will have the opportunity to work on various projects, utilizing your expertise in Workforce Management. In this dynamic role, you will collaborate with onsite engagement teams and clients, adapting to changing requirements and providing support in the delivery of complex projects. Your responsibilities will include developing key client deliverables, preparing reports and presentations, and engaging w...

Are you a skilled professional with 5-8 years of experience in Non-EB Servicing We are looking for a talented Manager to join our team! Your main responsibilities will include developing and maintaining in-depth knowledge of Non-EB products, preparing client reports, leading and participating in client meetings to foster strong relationships, driving Renewal Retention strategies to ensure long-term client satisfaction, and conducting Gap Analysis to identify improvement opportunities and enhance service delivery. To excel in this role, you should have 5-8 years of experience in Non-EB Servicing, a strong understanding of Non-EB products and market trends, excellent communication, analytical,...

As an Accounts & Admin professional at Morning Star BrandCom, you will be responsible for handling various tasks related to accounts, MIS, admin, documentation, and client reports. Your role will be crucial in ensuring the smooth operations and efficient communication within the organization. To excel in this role, you should possess a graduate degree with at least 1-2 years of experience in an accounts/administrative capacity. Proficiency in MIS and accounts management is essential, along with a basic understanding of GST and TDS. Your ability to conduct thorough secondary research and compile detailed reports will be highly valued. Attention to detail and accuracy are key attributes that w...

As a candidate for the position located in Mumbai, you should hold a qualification in BMM or a PG in Mass Communication, PR, Journalism with a solid experience of 8-12 years. Your role would primarily involve client servicing and the development of PR strategies. You will be responsible for consulting clients on PR execution strategies and maintaining strong media relationships, particularly at the editor level. Meeting PR deliverables for clients and working as part of an account team to implement planned PR activities are crucial aspects of this role. Additionally, you will be expected to prepare regular client reports, attend client meetings, respond to media queries on behalf of clients,...

The Ops Sup Analyst 1 role at our organization involves providing operations support services, such as record/documentation maintenance, account maintenance, and coordinating the opening of accounts with the Operations - Core Team. You will act as a liaison between operations staff, relationship managers, project managers, custodians, and clients. Your main objective will be to offer day-to-day operations support in line with Citi's operations support infrastructure and processes. Your responsibilities will include performing business analysis and documenting the current and future state of Client Reports and Advices, providing status updates for project participants, working with Legal & Co...

As a Client Retention Associate, you will collaborate closely with the Client Retention team to enhance relationships with our previous clients who have discontinued working with the company for various reasons. Your primary focus will be on elevating client satisfaction levels and contributing to initiatives aimed at reducing churn. This role offers a valuable opportunity to delve into understanding client requirements, delivering exceptional service, and acquiring knowledge about retention-centric marketing approaches. Your responsibilities will include assisting in the formulation and implementation of client retention strategies and programs. You will also play a crucial role in monitori...

You should have 2-4 years of relevant experience in producing periodic accurate and timely Client Reports and Presentations across multiple investment strategies for an Asset Manager or Bank. Your responsibilities will include working with others to draft Requirement Documents, review data sets, source data accurately, standardize data for consistency, create reporting templates, perform testing, and implement suitable reporting templates in a timely manner. You must have a proven working knowledge of client reporting platforms, processes, internal and external data providers, and a strong sense of risk mitigation. Coordinating information flow between relevant internal business areas to ens...

You should have 2-4 years of relevant experience in producing periodic, accurate, and timely client reports and presentations across multiple investment strategies regularly for an asset manager or bank. It is essential to have a proven working knowledge of client reporting platforms, processes, internal and external data providers, coupled with a strong sense of risk mitigation. Your responsibilities will include working with others to draft requirement documents, reviewing data sets and flows for suitability and quality, accurately sourcing data, standardizing data for consistency, creating reporting templates with accurate configurations, performing functional/integration testing, and imp...

The Ops Support Specialist role involves providing operations support services, which include record/documentation maintenance, account maintenance, and coordinating the opening of accounts with the Operations - Core Team. You will act as a liaison between operations staff, relationship managers, project managers, custodians, and clients. Your main objective is to offer day-to-day operations support in line with Citi's operations support infrastructure and processes. Your responsibilities will include conducting business analysis and documenting current and future states of Client Reports and Advices. You will provide status updates to project participants, create presentations for steering ...