Job Description: Senior Relationship Manager Wealth (Affluent Customers) Standard Chartered Bank, India Key Responsibilities Client Relationship Management Build and maintain long-term relationships with affluent clients. Understand clients financial needs and aspirations to provide tailored investment solutions. Manage and grow a portfolio of high-profile clients, ensuring high levels of client satisfaction and retention. Wealth Advisory & Portfolio Management Advise clients on a wide range of wealth management products, including investments, insurance, and treasury solutions. Conduct regular portfolio reviews and provide market insights to help clients achieve their financial goals. Partner with internal specialists (Investment Advisors, Treasury Experts, Insurance Guides) to deliver comprehensive solutions. Business Development Acquire new affluent clients through networking, referrals, and market intelligence. Identify opportunities to cross-sell and up-sell banking products and services. Drive business growth by increasing Assets Under Management (AUM) and Total Relationship Value (TRV). Compliance & Risk Management Ensure all activities comply with regulatory requirements and internal policies. Maintain high standards of documentation, due diligence, and risk assessment. Market Awareness Stay updated on market trends, new product offerings, and regulatory changes. Share investment ideas and market updates with clients to support informed decision-making. Skills & Qualifications Proven experience in managing affluent or high-net-worth clients in wealth management or private banking. Strong knowledge of financial products, investment advisory, and portfolio management. Excellent communication, interpersonal, and relationship-building skills. Ability to work collaboratively with internal teams and external partners. Bachelor’s degree (minimum); relevant certifications in wealth management or financial advisory are preferred. Benefits & Career Development Access to personalized training and development programs, including the SC Wealth Academy in partnership with INSEAD. Opportunity to work with a diverse, international team and advance within the bank’s affluent and wealth segments. Competitive salary, structured incentive plans, and comprehensive benefits package (including retirement, medical, and wellbeing support)
Job Description: Senior Relationship Manager Wealth (Affluent Customers) Standard Chartered Bank, India Key Responsibilities Client Relationship Management Build and maintain long-term relationships with affluent clients. Understand clients’ financial needs and aspirations to provide tailored investment solutions. Manage and grow a portfolio of high-profile clients, ensuring high levels of client satisfaction and retention. Wealth Advisory & Portfolio Management Advise clients on a wide range of wealth management products, including investments, insurance, and treasury solutions. Conduct regular portfolio reviews and provide market insights to help clients achieve their financial goals. Partner with internal specialists (Investment Advisors, Treasury Experts, Insurance Guides) to deliver comprehensive solutions. Business Development Acquire new affluent clients through networking, referrals, and market intelligence. Identify opportunities to cross-sell and up-sell banking products and services. Drive business growth by increasing Assets Under Management (AUM) and Total Relationship Value (TRV). Compliance & Risk Management Ensure all activities comply with regulatory requirements and internal policies. Maintain high standards of documentation, due diligence, and risk assessment. Market Awareness Stay updated on market trends, new product offerings, and regulatory changes. Share investment ideas and market updates with clients to support informed decision-making. Skills & Qualifications Proven experience in managing affluent or high-net-worth clients in wealth management or private banking. Strong knowledge of financial products, investment advisory, and portfolio management. Excellent communication, interpersonal, and relationship-building skills. Ability to work collaboratively with internal teams and external partners. Bachelor’s degree (minimum); relevant certifications in wealth management or financial advisory are preferred. Benefits & Career Development Access to personalized training and development programs, including the SC Wealth Academy in partnership with INSEAD. Opportunity to work with a diverse, international team and advance within the bank’s affluent and wealth segments. Competitive salary, structured incentive plans, and comprehensive benefits package (including retirement, medical, and wellbeing support)
Tax Reviewer for Individual Taxes and High Net Worth Individuals! We are seeking a highly skilled and experienced Tax Reviewer to join our team. In this role, you will be responsible for reviewing and managing complicated tax returns for High Net Worth Individuals (HNIs) and Individual Taxes. The ideal candidate will have 5-8 years of experience in handling individual 1040 and partnership and S-corporation tax returns. Key Responsibilities: Reviewing and managing complicated tax returns for HNIs Handling individual 1040 tax returns Handling funds and partnership (1065) tax returns Providing exceptional client service and managing client relationships Leading and managing a team of tax professionals Ensuring compliance with tax regulations and staying up-to-date with changes in tax laws Qualifications: CA qualified Only 5-8 years of experience in reviewing and managing tax returns Strong knowledge of individual and business tax laws and regulations Excellent analytical and problem-solving skills Ability to work in a fast-paced environment and meet deadlines Exceptional communication and interpersonal skills
Looking for AI Engineers and advanced AI professionals with 8- 15 years of experience in India are at the forefront of transforming sectors such as IT, finance, e-commerce, healthcare, and manufacturing. They must be responsible for developing advanced models, managing large AI projects, ensuring ethical AI deployment, and leading strategic AI initiatives. They must have expertise in one of more of the following areas; AI Solution Architecture & System Design Design, develop, and implement sophisticated AI models using machine learning (ML), deep learning (DL), and artificial neural networks. Architect end-to-end AI systems, from data ingestion to deployment in production environments. Advanced Data Analytics & Interpretation Analyze and interpret vast, complex datasets to drive actionable insights. Conduct feature engineering, data cleaning, and transformation for optimized model training. Model Training, Tuning & Optimization Refine and optimize AI models for maximum accuracy and efficiency. Lead continuous model validation with real-world data. Deployment & MLOps Oversee production deployment of AI models using cloud platforms (AWS, Azure, GCP). Implement and maintain MLOps pipelines for continuous integration and delivery. Cross-functional Leadership & Collaboration Lead multidisciplinary teams comprising data scientists, ML engineers, and domain experts. Translate business objectives into technical AI strategies. Responsible & Ethical AI Build and audit AI systems for fairness, transparency, and compliance with ethical standards. Develop frameworks for responsible AI deployment and AI governance. Required Technical Skills Programming: Proficiency in Python, R, C++, Java, or similar languages. Frameworks: Strong command of TensorFlow, PyTorch, Keras, scikit-learn. Cloud Technologies: Expertise in AWS, Azure, GCP, with production deployment experience. Data Engineering: SQL, NoSQL, Hadoop, Spark, and data visualization tools (Tableau, Power BI). Specializations: NLP, computer vision, generative AI, agentic AI (autonomous AI agents). MLOps: Workflow automation, model versioning, and performance monitoring. Leadership, Strategy & Soft Skills Team management, mentoring junior talent, and capacity-building. Ability to advise C-suite and influence AI strategy. Strong problem-solving, communication, and stakeholder management.
Job Description: DGM Finance & Accounts We are seeking experienced and dynamic mid-management level professionals to join our Finance & Accounts function. Designation: DGM Finance & Accounts Location: Chennai. Person should be willing to relocate. Direct Reporting To: IC Finance & Accounts Head Job Purpose: Responsible for effectively managing accounting functions for Large Projects, or Cluster of Projects or a Business Unit. Ensuring process accuracy, finalization of accounts for monthly, quarterly & yearly books closure & reporting as per defined timelines. Ensuring compliance in respect of accounting standards, corporate law, policies and procedures. Also provide support during bidding process, due diligence of major procurement, review cost of all projects and identify cost reduction opportunities. Key Responsibilities • Budgetary Planning and Monitoring: • Support business leaders in budget preparation and planning. • Facilitate the reduction of working capital expenditure and overheads through effective budgeting, monitoring, and controlling. • Cost Analysis and Optimization: • Conduct cost analyses and identify opportunities for cost reduction. • Implement financial strategies to optimize costs while maintaining operational efficiency. • Financial and Project Accounting: • Oversee Projects / Business Unit finance and accounting. • Lead month end close process and monthly forecasting process working with business teams. Preparation of monthly, quarterly and annual financial statements for the Projects / business unit. • Ensure accurate and timely financial records for large-scale projects / business unit. • Cash Flow and Financial Transactions: • Monitor cash flows, accounts, and other financial transactions to ensure smooth operations. • Manage receivables and payables effectively. • Compliance and Reporting: • Ensure compliance with statutory regulations, audits, and financial reporting standards. • Coordinate with external financial, compliance, and tax auditors to ensure smooth audits. • Present monthly, quarterly, and annual financial statements, forecasting packs, and KPI monitoring reports. • Conduct accounting due diligence for major procurements. • MIS and Performance Monitoring: • Monitor and report financial and non-financial performance against budgets. • Provide actionable insights through robust MIS systems. • Financial Controls and Strategies: • Implement robust financial controls to maintain transparency and efficiency. • Develop and execute strategies to optimize financial processes across the business. Educational Qualifications and Experience CA (mandatory). Additional qualifications such as CMA/CS or MBA (Finance) are desirable. • Consistent first-class academic records throughout education. • 12 to 20 years of relevant experience, with a minimum of 5 years in industries similar to L&Ts operations (e.g., L&T Construction, L&T Energy EPC). • Proven track record in handling accounts for large-scale infrastructure organizations, particularly in EPC sectors such as: Power sector / Real estate / Infrastructure (roads, dams, metro projects, etc.) / Power transmission / Water, metals, and related industries • Strong knowledge of business finance, accounting principles, project-level accounting, Cash flow management, Financial planning and modelling, Financial analysis. • Excellent analytical and problem-solving skills. • Proficient in leadership, communication, and stakeholder management. • Ability to thrive in a dynamic and challenging environment. • Willingness to relocate based on project requirements. • Demonstrated stability, with a minimum tenure of 3+ years per organization in previous organizations.
Highlights: Male candidates preferred. who are part of internal risk management teams or OGC team of the large audit firms Being a CA with a law degree will be a preferred option but not limited to both. Experience in Legal_ IT SAAS Agreements and Client Contracting is a must. Consulting experience and in-house legal advisory experience, not a backend. JD for the AD/D Position in LRM-Legal and Risk Management Team. Legal Experience: Experience in handling crisis or sensitive matters for the organization. Ability to liaise with authorities including ability to draft responses to summons, show cause notices, inspections, interrogations, etc issued or carried out by various government departments, regulators, authorities from time to time Handling external lawyers, briefing them and providing quality inputs on the legal documentation including notices, plaints, petitions, replies, rejoinders, affidavits, etc. Having knowledge of ICAI code and CA Act will be added advantage Managing litigation documents and legal MIS. Having knowledge on labour laws & employee related matters will be of added advantage Providing necessary local liaison support and advice to the Team for ensuring requisite legal compliance. Knowledge of various Digital tools and ensuring their proper utilization like Contract Lifecycle Management Tool, Compliance management tool etc. Manage LLP and Company compliances. Experience of handling a team of individuals reporting into this role Drafting, reviewing, negotiation and finalization of commercial contracts from client and vendor side. Draft and maintain various agreement templates. Ability to provide support in crisis to the senior members of the legal team Policy driven and experience of drafting SOPs & process will be an added advantage Other Experience : The person must be a LLB graduate passed out from a reputed law college having more than 9 - 10 years of an in-house legal counsel experience in a big organization having multi-disciplinary practice elements working within it. Company Secretary will consider with an added advantage who have experience of working as a CS for any public listed company or a LLP. Having excellent written, presentation and spoken English skills Ability to work in a diverse team of individuals being a team player who is ready to contribute as a independent performer as well.
Level and Experience: M: 5-8 Years: 20-30 L AD: 8-10 Years: 30-42 L Location - Bangalore/Gurgaon Hybrid Model : 2 days office in a week. Shifts Hours - 11am-8pm Reporting - Directly to UK Team Interview Rounds - 2 (1 Indian and 1 UK for one hour) Should be strong in Advisory Work for Manager and AD, Review is mandatory for all the levels though. Team Handling Role High complex review experience at M and above Qualification -Any regular PG (CA/MBA/M com/ACCA/ATT). Must be from consulting/accounting industry. JD for Manager and AD: UK Real Estate market experience Tax structuring - helping our clients to buy and sell properties in a tax efficient manner Working collaboratively with Partner and Director team to build relationships on key accounts International tax advice and due diligence services on cross-border transactions Participate in business development initiatives and proposal activity Tax compliance advising our clients about on-going tax requirements Setting up property funds including UK Real Estate Investment Trusts Excellent technical knowledge of International Tax concepts and emerging principals Sufficient technical knowledge of UK Tax to understand one or more specialised areas of work Deal with all general correspondence in a timely manner ensuring that clients have an effective and efficient service Review and challenge work done by the Associates / AMs being tax returns, tax compliance documents and opinion and help develop their skills and experience Review pitch documents made for the clients / potential clients Having account management skills and nurturing good client relationships while providing technical updates to clients Being Responsible for preparing final draft of billing proposals for the relevant Director / Partner Complete all mandatory compliance training by the required deadline Ability to work under deadlines and demanding client conditions Good team player with strong interpersonal skills Excellent communication skills both verbal and written Demonstrates high professional ethics Strong critical thinking, analytical and decision-making skills Adaptable, willing to learn and comfortable working in a dynamic environment Self-starter, self-motivated, and able to work without frequent direct supervision Act as a team player and provide extended support to Director / Partner in meeting varied business requirements. Tax structuring- helping our clients to buy & sell properties in a tax efficient manner. International tax advice & due diligence service on cross-border transactions. Setting up property funds including UK real estate Investment Trusts. Participate in business development initiatives and proposal activity. Deferred tax for property groups, CIR, Anti-hybrid, Group relief, Transfer pricing. Either Real Estate Clients Exposure OR Alpha Tax tool experience (either is mandatory) AND Compliance, Advisory of complex returns (advisory is not a must but preferred).
Level and Experience: AM: 2.5-5 Years: 13-20 L Location - Bangalore/Gurgaon Hybrid Model : 2 days office in a week. Shifts Hours - 11am-8pm Reporting - Directly to UK Team Interview Rounds - 2 (1 Indian and 1 UK for one hour) Should be strong in Advisory Work for Manager and AD, Review is mandatory for all the levels though. Team Handling Role High complex review experience at M and above Qualification -Any regular PG (CA/MBA/M com/ACCA/ATT). Must be from consulting/accounting industry. JD for AM: Tax structuring- helping our clients to buy & sell properties in a tax efficient manner. International tax advice & due diligence service on cross-border transactions. Setting up property funds including UK real estate Investment Trusts. Participate in business development initiatives and proposal activity. Deferred tax for property groups, CIR, Anti-hybrid, Group relief, Transfer pricing. Either Real Estate Clients Exposure OR Alpha Tax tool experience (either is mandatory) AND Compliance, Advisory of complex returns (advisory is not a must but preferred). Must be clear with basic concepts like-CIR, Anti Hybrid, Transfer Pricing, etc. Desired/good to have attributes: Sufficient technical knowledge of UK Tax to understand one or more specialised areas of work. RET tax exposure would be preferred Deal with all general correspondence in a timely manner ensuring that clients have an effective and efficient service Review and challenge work done by the Associates being tax returns, tax compliance documents and opinion and help develop their skills and experience Prepare good quality pitch documents using digital tools Developing account management skills and nurturing good client relationships while providing technical updates to clients Being Responsible for preparing the first draft of billing proposals for the relevant Manager/Associate Director Complete all mandatory compliance training by the required deadline Ability to work under deadlines and demanding client conditions Good team player with strong interpersonal skills Excellent communication skills both verbal and written Demonstrates high professional ethics Strong critical thinking, analytical and decision-making skills Adaptable, willing to learn and comfortable working in a dynamic environment Self-starter, self-motivated, and able to work without frequent direct supervision Act as a team player and provide extended support to Manager / Associate Director in meeting varied business requirements. Must have attributes Experience in working on UK Tax compliance and / or advisory assignments including preparation and filing of UK Tax returns and tax accounting. Good exposure and understanding of concepts of international tax. RET tax exposure would be preferred.
LOC: 1. Chennai 2. Mumbai 3. North (candidate should be open to travel to any of our north office for work i.e. Gurugram & Aerocity). Job Description: 1. Ability to learn and excel with firm-specific programs. 2. Calendar management 3. Travel management (Domestic and International). 4. Coordination and follow-ups with the team. 5. Manage Team & client meetings. 6. Expense reimbursements. 7. Manage documents & other correspondence. 8. Client Coordination for invitation/participation to various programs. 9. Create & Manage MIS Reports. Qualification Criteria Our basic qualification criterion are . 1. Any Graduate/ PG preferably from BCom/ BBA streams. 2. Minimum 2 years of EA experience with senior management. 3. good communication skills Oral & Written. 4. good inter-personal skills. 5. Calendar Expense management. 6. Travel & Expense management. 7. knowledge of Excel/ PPT. Must Have Skill Area Calendar Management Scheduling client, team, and group meetings. Familiarity with scheduling assistants. Setting recurring events. Managing time zone differences meetings / events. CRM application (trainable). Travel Management Domestic & international travel planning, Visa coordination, Cab and hotel bookings. Experience level 23 years experience in mid-size senior management. Vendor Management (Trainable). Microsoft Proficiency Good knowledge on Excel, PPT etc. Expense booking(Trainable). People skills and attitude Collaborative mindset, communication style and professionalism.
Job Specifications Role Designation: WM Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Mumbai Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint calls with branch team Role & responsibilities 1. Educational Qualifications: Post Graduation/graduate 2. Experience: 3+ Years in sales/wealth management of handling the HNI clients. 3. Team handling experience: Not mandatory 4. Preferred industry back ground: Wealth Management, Banking, Investment Counselling 5. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products
Job Description: Business Manager Executive Search (Middle to Senior Roles, India) Position Overview The Business Manager in an executive search firm is responsible for driving business growth, managing client relationships, and overseeing the end-to-end recruitment process for middle to senior management roles. This position requires a strategic mindset, strong leadership, and a deep understanding of the executive search landscape in India. Key Responsibilities Business Development Identify and develop new business opportunities through networking, industry knowledge, and existing contacts. Proactively initiate contact with potential clients and build a robust client pipeline. Sign new client contracts, including exclusive and retainer-based agreements. Maintain and expand relationships with existing clients to facilitate repeat business. Client & Stakeholder Management Collaborate closely with clients to understand their strategic hiring needs, organizational culture, and role requirements. Assist clients in defining job descriptions and ideal candidate profiles for middle and senior management roles. Provide market intelligence, compensation benchmarking, and talent mapping insights. Search Execution & Delivery Lead and manage the full recruitment lifecycle: sourcing, screening, evaluating, and presenting candidates for middle and senior roles. Work with internal research teams to create and refine candidate shortlists. Conduct in-depth candidate assessments, including leadership evaluation and cultural fit analysis. Ensure a high level of confidentiality and discretion throughout the search process. Team Leadership Mentor and guide junior consultants and researchers. Organize training sessions to upskill team members and drive operational efficiency. Operational Excellence Prepare and manage budgets for search assignments. Monitor key performance indicators (KPIs) and ensure targets are met. Oversee the preparation of client reports, presentations, and candidate documentation. Desired Skills & Competencies Strong business development and client relationship management skills. Excellent communication, negotiation, and presentation abilities. Deep understanding of the executive search market, especially for middle and senior management roles in India. Strategic thinking and problem-solving aptitude. Ability to manage multiple assignments and prioritize effectively. High level of professionalism, integrity, and discretion. Qualifications & Experience Bachelor’s or Master’s degree in Business, Human Resources, or related field. 5–10 years of experience in executive search, recruitment, or business management, with a focus on middle to senior management hiring. Proven track record in business development and successful placement of senior professionals.
Role & responsibilities Acquire UHNI clients to the bank Work with the product team to develop a comprehensive wealth management solution for client needs Follow compliance requirements Preferred candidate profile Experienced private banker with AUM in excess of 500 Crores from UHNI clients.
About the Role We are seeking a proactive and experienced Technical Project Manager to lead and deliver high-impact digital transformation initiatives across digitization, automation, analytics, and agentic AI. This role requires strong leadership, planning, and execution capabilities to manage cross-functional technical teams and external vendors. Highlights: 8-10 years in Technical/IT Project Management role. Must be from IT Company, not from IT Consulting. Key Responsibilities Lead end-to-end project delivery across the SDLC using Agile and hybrid methodologies. Define project scope, goals, and deliverables in collaboration with stakeholders. Create and maintain detailed project plans, schedules, and resource allocations. Track project progress, manage risks, and ensure timely delivery within budget. Coordinate with internal development teams and external vendors to align on deliverables. Prepare proposals, effort estimates, and project documentation. Drive stakeholder communication and status reporting. Ensure adherence to quality standards and compliance requirements. Take ownership of project outcomes and ensure business value realization. Required Qualifications Bachelors degree in computer science, Engineering, or related field. 810 years of experience leading technical teams and managing software projects. PMP or PRINCE2 certification is mandatory. Strong understanding of SDLC, Agile, and hybrid project management methodologies. Hands-on experience with Microsoft technology stack (e.g., .NET, Azure, Power Platform). This is Mandatory field Proven ability to manage project planning, tracking, and scheduling tools (e.g., MS Project, Jira). Excellent communication, stakeholder management, and vendor coordination skills. Experience in proposal creation and effort estimation. Strong problem-solving skills and a proactive mindset. Preferred Skills Exposure to AI/ML, RPA, or analytics platforms. Experience working in consulting or professional services environments. Familiarity with enterprise systems like ERP, CRM, or custom-built platforms.
The Junior Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for the proactive management of a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive wealth management solutions to meet the clients needs as well as dealing with routine enquiries and transactions. Supports Senior Relationship Managers in client administration and management, organizing meetings, handling documentation, and ensuring compliance with internal policies. They communicate effectively with clients and contribute to business management by providing insights for improvement and managing projects. HIGHLIGHTS: An RM with 2-5 Years of experience, stability. Wealth Management, Direct WM of AUM: min 100 Cr. Quick pace of client acquisition. YOUR CHALLENGE Client Management (internal & external) Responding to all client needs in a timely and professional manner. Providing appropriate investment advice in line with the Banks policy and asset allocation. Active monitoring of client investment portfolios and collateral situations. Ensuring consistently high levels of client satisfaction by matching the frequency and intensity of contact to the clients preference. Working in a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions for clients. Acquisition of new client relationships through own network and deepening existing client relationships (attracting additional clients/assets; increasing share of wallet). Responsible for providing feedback from clients concerning products and services to the relevant individuals/ departments within the Bank to ensure continuous improvement and adaptation in line with market trends. Comply with the Banks internal policies and practices; as well as all relevant industry rules and regulations. Business Management Develop and implement new marketing strategies in conjunction with the Group/ Team Heads. Embracing new processes and product initiatives. Participate in ad-hoc projects as required by the Group/ Team Heads. Fostering discipline and good work practices (including meeting deadlines and regulatory requirements, and fulfilling documentation requirements). Compliance with all Julius Baer and industry private banking rules and regulations. Regulatory Responsibilities &/OR Risk Management Demonstration of appropriate values and behaviours including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations. REQUIREMENTS Personal and Social Good interpersonal skills. Approachable, professional and responsive. Ability to relate to clients and colleagues from diverse backgrounds. A strong team player. Persistent and persuasive. Passionate about client service. Possesses good judgment and ability to work under pressure. Professional and Technical Relevant educational and professional background. Proven track record in servicing a book of clients and in acquisition of new relationships. Sound affinity with the geographic market(s) to be covered. Linguistic proficiency & cultural awareness. Familiar with the legal & regulatory environment. Excellent knowledge of global financial markets and current affairs. Ability to match client needs with appropriate product solutions. Sound commercial judgment, represents the Bank’s and the shareholders’ interests at all times.
No. of Positions: 15 1. Executive - 3-years of VA is good for this junior role. 6-8 LPA where 8-lakhs is for the most deserving executive. 2. Sr. Exe - Experience: 3-6 years as VA. 8-10.50 LPA. Besides Good communication, they should possess excellent PPT skills. Location: Bangalore. PA-Requirements: Excellent oral and written English communication skills. Proficiency with UK accent. Willingness to work UK shifts (1pm-10pm). Hybrid work mode with initial 3-6 months as full-time WFO. Candidates should have received commendations or high ratings for their work efficiency from overseas clients in their current job. 2-3 years of prior experience as a virtual assistant for UK/ Australia/ US clients, managing: Calendars (scheduling meetings, managing conflicts). Travel arrangements (air, rail, cab, hotel bookings). Expense booking for reimbursements. Advanced PowerPoint skills. Market research skills (P&L checking etc).
Level and Experience: Qualification-Any regular PG (CA/MBA/M com/ACCA/ATT). AM: 3-5 Years: 15-20 L M: 5-8 Years: 20-30 L AD: 8-12 Years: 30-42 L Location- Bangalore/Gurgaon/Hyderabad Hybrid Model: 2 days office in a week. Shifts Hours- 11am-8pm Reporting- Directly to UK Team Interview Rounds- 2 (1 Indian and 1 UK for one hour) Should be strong in Advisory Work for Manager and AD, Review is mandatory for all the levels though. Team Handling Role High complex review experience at M and above Qualification-Any regular PG (CA/MBA/M com/ACCA/ATT). Must be from consulting/accounting industry. JD for Manager and AD: UK Real Estate market experience Tax structuring - helping our clients to buy and sell properties in a tax efficient manner Working collaboratively with Partner and Director team to build relationships on key accounts International tax advice and due diligence services on cross-border transactions Participate in business development initiatives and proposal activity Tax compliance advising our clients about on-going tax requirements Setting up property funds including UK Real Estate Investment Trusts Excellent technical knowledge of International Tax concepts and emerging principals Sufficient technical knowledge of UK Tax to understand one or more specialised areas of work Deal with all general correspondence in a timely manner ensuring that clients have an effective and efficient service Review and challenge work done by the Associates / AMs being tax returns, tax compliance documents and opinion and help develop their skills and experience Review pitch documents made for the clients / potential clients Having account management skills and nurturing good client relationships while providing technical updates to clients Being Responsible for preparing final draft of billing proposals for the relevant Director / Partner Complete all mandatory compliance training by the required deadline Ability to work under deadlines and demanding client conditions Good team player with strong interpersonal skills Excellent communication skills both verbal and written Demonstrates high professional ethics Strong critical thinking, analytical and decision-making skills Adaptable, willing to learn and comfortable working in a dynamic environment Self-starter, self-motivated, and able to work without frequent direct supervision Act as a team player and provide extended support to Director / Partner in meeting varied business requirements. Tax structuring- helping our clients to buy & sell properties in a tax efficient manner. International tax advice & due diligence service on cross-border transactions. Setting up property funds including UK real estate Investment Trusts. Participate in business development initiatives and proposal activity. Deferred tax for property groups, CIR, Anti-hybrid, Group relief, Transfer pricing. Either Real Estate Clients Exposure OR Alpha Tax tool experience (either is mandatory) AND Compliance, Advisory of complex returns (advisory is not a must but preferred). Assistant Manager JD: ASSISTANT MANAGER JOB DESCRIPTIONS: Must have attributes Experience in working on UK Tax compliance and / or advisory assignments including preparation and filing of UK Tax returns and tax accounting. Good exposure and understanding of concepts of international tax. RET tax exposure would be preferred. Desired/good to have attributes: Sufficient technical knowledge of UK Tax to understand one or more specialised areas of work. RET tax exposure would be preferred Deal with all general correspondence in a timely manner ensuring that clients have an effective and efficient service Review and challenge work done by the Associates being tax returns, tax compliance documents and opinion and help develop their skills and experience Prepare good quality pitch documents using digital tools Developing account management skills and nurturing good client relationships while providing technical updates to clients Being Responsible for preparing the first draft of billing proposals for the relevant Manager/Associate Director Complete all mandatory compliance training by the required deadline Ability to work under deadlines and demanding client conditions Good team player with strong interpersonal skills Excellent communication skills both verbal and written Demonstrates high professional ethics Strong critical thinking, analytical and decision-making skills Adaptable, willing to learn and comfortable working in a dynamic environment Self-starter, self-motivated, and able to work without frequent direct supervision Act as a team player and provide extended support to Manager / Associate Director in meeting varied business requirements.
Highlights: Criteria: 12+ years experience into Wealth Management. Preferably from Private Banking background. Candidate should be managing 100+ Cr. AUM. Location: Guwahati, Kochi, Ludhiana Job Summary: As our Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. About Us: We serves more than 11 million clients in many of the worlds fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs. Key Responsibilities: Provide outstanding client experiences. Organised, follow-up leads, complete and record appointments, close customer requests. Support our clients to meet their financial needs, as they progress through their career and life-stages. Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions. Keep abreast of market trends, new product offerings and the latest campaigns. Skills and Experience Banking knowledge and sales experience. Excellent communication, interpersonal and relationship building skills. Ability to learn new products and services quickly. Market awareness and benchmarking. Management information. Work in a flexible and agile way. Courageous, creative, responsive, and trustworthy. Thrives in an international environment. Enjoys being in a team, engaging with co-workers. Motivated self-starter, identifying opportunities. Maintains a high standard of personal conduct and lives our valued behaviours. We're an international bank , nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do. Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well. Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits. A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Role & responsibilities Engage and acquire NRI and HNI prospects and understand their needs Share objective market information and available options Develop a rapport with the client and earn the right to suggest Help them evaluate available options and guide them decide Handhold thru the execution process including documentation Preferred candidate profile Sales professionals with proven sales experience in dealing with HNIs and NRIs. Strong communications skills Presentable; first impressions matter. Punctual. Organized. Good conversationalists. Interesting and interested individuals.
Level Open for: Senior consultant: 4-6 Years AM: 7-10 Years Manager: 10+ Years HIGHLIGHTS: - Core Banking Modules (Accounts, Deposits, Lending, Payments, Trade Finance). - Application Lifecycle & Performance Management. - End-to-End Core Banking Implementation. - Data Migration & Database Mapping (Incl. GL/Product Mapping). - Requirement Analysis & Functional Solutioning. - SQL Proficiency & Database Query Optimization. - Vendor, Application & Stakeholder Management. - Captive Banking Setup & Regulatory Alignment. - API Strategy, System Integration & Enterprise Architecture. - Risk Mitigation, Governance, and Compliance. - Internet Banking, Mobile Banking. - Lending. - Payments. - IT Strategy - IT Transformation. PROCESS: Location Mumbai & Chennai. Hybrid but Travel is mandatory depending on the project need could be one year. At times the project will be in other cities as well. as its a dynamic place. Should be open for Travelling. Looking for an immediate joiner or max 30 days technology consulting perspective. Need people with a good amount of Banking experience. Prefer speciality core banking implemented loan management or CRM. Understanding bank and tech person in some areas of banking should be an expert. Good command on technology, how system works, API, Architecture. These guys will sit and discuss with the CIO or CTO or Digital head of the bank. A consulting background like big 4s tier 2 consulting firms. Fintechs, Private banks in the IT sector, SBI, JPMC, Natwest, Morgan Stanley Citibank GCCs filter out ops and tech skills. Good communication, no grammatical errors. Sensible as they will be talking to senior folks in banking. No Business Analysts. Should be able Understand the business requirement and define the solutions. Two rounds out of which one will be the tech round. JD for Asst Manager / Manager: Youll have knowledge and experience in the following areas: An experienced Technology professional, with technology experience at least in one or more services Core Banking / Lending / Customer Relationship Management / Trade Finance A proven track record of delivering business value from Technology A track record of delivery within a number of large-scale technology transformation programmes in retail / corporate banking, taking ownership of delivery across internal teams and external client teams Have experience in seeking the alignment of business and IT, operating across organisational and technology silos to drive common approaches, delivering sustainable, agile and re-usable solutions Lead and coordinate the planning and management of assignments, with guidance from Senior Management Hands on experience in coding/programming, designing and implementation technology / digital solutions across the customer lifecycle in financial services Have done engagements in defining IT Strategy and Roadmaps, Legacy(Core Applications) Transformation, Enterprise Architecture Experience with or knowledge of APIs, AI/ML, cloud computing, mobility & automation Actively support business development efforts including proposal preparation Influence thought leadership in the industry and align it to provide a competitive advantage for the firms proposition Client responsibilities Lead end-to-end consulting engagements in the areas of core solutions, digital and technology strategy for Financial Institutions and manage client relations Collaborate with cross-functional teams to ensure seamless execution of technology transformation Create and manage good independent relationships with clients Understand all our service offerings and actively identify opportunities to better serve clients Skills and attributes for success Education: MBA preferred with a Bachelor degree in Engineering or Computer Applications or any other technology oriented studies 8-12 years of post-qualification experience with minimum 2 years in consulting Strong expertise in financial services, digital technologies & business / technology strategy in banking domain along with experience in IT solution implementations Willingness to travel for an extended period is must Strong communication, facilitation, relationship-building, presentation and negotiation skills. Be highly flexible, adaptable, and creative Comfortable interacting with senior executives (within the firm and at the client) Strong leadership skills and supervisory responsibility. PROCESS: Location Mumbai & Chennai. Hybrid but Travel is mandatory depending on the project need could be one year. At times the project will be in other cities as well. as its a dynamic place. Should be open for Travelling. Looking for an immediate joiner or max 30 days technology consulting perspective. Need people with a good amount of Banking experience. Prefer speciality core banking implemented loan management or CRM. Understanding bank and tech person in some areas of banking should be an expert. Good command on technology, how system works, API, Architecture. These guys will sit and discuss with the CIO or CTO or Digital head of the bank. A consulting background like big 4s tier 2 consulting firms. Fintechs, Private banks in the IT sector, SBI, JPMC, Natwest, Morgan Stanley Citibank GCCs filter out ops and tech skills. Good communication, no grammatical errors. Sensible as they will be talking to senior folks in banking. No Business Analysts. Should be able Understand the business requirement and define the solutions. Two rounds out of which one will be the tech round.
FIND ON MAP