As a Client Engagement Manager, you will play a crucial role in maintaining and enhancing key client relationships by providing exceptional service delivery. Your strategic thinking, financial acumen, and excellent communication skills will be key in this role. - Act as the primary point of contact for key clients and effectively manage their accounts. - Tailor solutions based on understanding client goals, risk profiles, and investment preferences. - Drive client engagement through regular meetings, updates, and performance reviews. - Collaborate with internal teams to deliver comprehensive wealth management solutions. - Handle client escalations, feedback, and ensure high satisfaction and retention levels. - Identify upselling and cross-selling opportunities that align with client needs. Qualifications Required: - CA / CFA / MBA from a recognized institute. - Minimum 5 years of experience in client relationship or investment advisory roles. - Profound knowledge of investment products and financial planning. - Strong interpersonal and negotiation skills. - Ability to effectively manage multiple stakeholders and perform under pressure. In addition to the job description provided, no additional details about the company were mentioned in the job description.,
Role Overview: As a Senior Auditor/Financial Accountant at TATTVAM & Co., you will be responsible for managing various engagements, overseeing team activities, and utilizing accounting software such as Tally, Busy, and Marg. Your main role will involve managing bookkeeping, financial statement preparation, and tax compliance for multiple clients. You will also be supervising and coordinating team members" work on different engagements, preparing and reviewing financial statements and reports in compliance with relevant standards, ensuring timely and accurate tax filings, and adherence to applicable laws. Additionally, you will be supporting audits, maintaining detailed client records, providing guidance on accounting and tax-related issues, staying updated with changing financial regulations and laws, and managing multiple client engagements simultaneously to ensure quality and deadlines. Key Responsibilities: - Manage bookkeeping, financial statement preparation, and tax compliance for multiple clients - Supervise and coordinate team members" work on different engagements - Prepare and review financial statements and reports in compliance with relevant standards - Ensure timely and accurate tax filings and adherence to applicable laws - Utilize accounting software efficiently for data entry, reconciliation, and reporting - Support audits and liaise with external auditors - Maintain detailed and organized client records - Provide guidance on accounting and tax-related issues - Stay updated with changing financial regulations and laws - Manage multiple client engagements simultaneously, ensuring quality and deadlines Qualifications Required: - 7-10 years of proven experience working in CA firms, handling multiple clients and engagements - Hands-on experience with accounting software such as Tally, Busy, and Marg - Strong knowledge of financial reporting, tax compliance, and accounting standards - Excellent communication skills, well-spoken, professional, and articulate - Proven team management skills with the ability to lead and coordinate multiple engagements - Strong attention to detail, organizational skills, and ability to prioritize - Ability to work efficiently under tight deadlines - Professional attitude, with the confidence to interact effectively with clients and team members (Note: The salary for this position is as per industry norms. This is a full-time job with a day shift schedule, requiring in-person work at Pushpanjali Enclave, Pitampura, New Delhi.),