6 Opening(s)
4.0 Year(s) To 12.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities:
Undertake new client acquisition, retention & growth
· Identify and acquire new customer for CTS.
· To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify ...
4 Opening(s)
4.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Undertake new client acquisition, retention & growth
Identify and acquire new customer for CTS.
To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates/FIs) ...
1 Opening(s)
4.0 Year(s) To 7.0 Year(s)
12.00 LPA TO 15.00 LPA
About the Job
The Role
We are looking for a US Tax Manager to lead our US tax work. This is an advisory role first. We want someone who can identify the issue, research it, write the memo, explain the answer to a client's CFO, and stand behind the recommendation, while also ...
- Us Tax
- Us Tax Manager
- International Tax
- Us International Tax
- Tax Advisory
- Us Tax Advisory
- Corporate Tax
- International Tax Advisory
- Tax Structuring
- Tax Planning
- Tax Research
- Tax Research Memos
- Us Tax Compliance
- Us Cpa
- Enrolled Agent
- Cpa
- Big 4
- 1120
- 1120-f
- 1065
- 1040
- 5471
- 5472
- 8858
- 8865
- 8621
- 1116
- 1118
- 8938
- Fbar
- 1042
- 1042-s
- Firpta
- Subpart F
- Gilti
- Ncti
- Fdii
- Fddei
- Beat
- Foreign Tax Credits
- India-us Tax Treaty
- Permanent Establishment
- Limitation On Benefits
- Transfer Pricing
- Cross-border Tax
1 Opening(s)
0 To 0
Not Disclosed by Recruiter
Job Description: In-house Sales Executive
Location: Vesu, Surat, GujaratExperience: Fresher can applyGender: Female OnlyDepartment: Sales & Client Coordination
Job Summary
We are looking for a confident and well-spoken Female In-house Sales Executive to join our team. The candidate will be responsible for making calls to clients, following up on inquiries, maintaining client relationships, ...
2 Opening(s)
3.0 Year(s) To 4.0 Year(s)
12.00 LPA TO 15.00 LPA
We are seeking a detail-oriented and experienced Assistant Manager – Offshore Accounting to join our US Accounting Team. The ideal candidate will have a strong understanding of accounting practices, financial reporting and accounting procedures, along with excellent communication skills and the ability to manage day-to-day accounting activities and reporting.
This is an onsite role requiring ...
- Offshore Accounting
- Us Accounting
- Us Accounting Standards
- Us Gaap
- Us Clients
- International Accounting
- International Clients
- Financial Accounting
- Financial Reporting
- Monthly Financial Reporting
- Accounting Operations
- General Ledger
- Journal Entries
- Accounting Entries
- Accounts Payable
- Accounts Receivable
- Bank Reconciliation
- Sales Tax
- Sales Tax Returns
- Tax Compliance
- Internal Controls
- Accounting Procedures
- Month End Closing
- Financial Statements
- Accounting Review
- Accounting Supervision
- Team Handling
- Team Coordination
- Client Management
- Client Communication
- Email Communication
- Virtual Client Meetings
- Microsoft Excel
- Quickbooks
- Sage
- Netsuite
- Chartered Accountant
- Ca
- Accounting Principles
- Offshore Finance
- International Finance
- U.s. Finance
- U.s. Accounting
- Client Reporting
- Accounting Operations Management
- Financial Analysis
- Reporting And Analysis
7 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
16 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
16 Opening(s)
4.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, AIF & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Risk Management
- Affluent
- Private Banker
- Private Wealth Manager
- Private Banking
- Wealth Management
- Investment Counselor
- Private Equity
- Venture Capital
- New Money
- Reit
15 Opening(s)
3.0 Year(s) To 20.0 Year(s)
20.00 LPA TO 80.00 LPA
Roles and Responsibilities:
Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings.
Manage clients through client visits, suggest financial products to the clients and achieve business targets.
Responsible for product penetration and increasing client’s wallet share. Identifying prospective clients & ...
- Wealth
- Client Relationship
- Relationship Management
- Hni
- Hni Acquisition
- Fd
- Fixed Deposits
- Mutual Fund
- Equity
- Pms
- Aif
- Uhni
- Pcg Relationship Manager
- Pcg Rm
- Private Client Group Rm
- Wealth Relationship Manager
- Private Wealth Rm
- Wealth Manager
- Investment Relationship Manager
- Investment Advisor
- Investment Product
- Equity Relationship Manager
- Hni Clients
- Affluent Clients
- Family Offices
- Equity Broking
- Cash Market
- Derivatives
- Stock Broking
- Revenue Generation
- Margin Funding
- Ipo
- Bonds
- Wealth Products
- Client Acquisition
- Aum Acquisition
- Porfolio
- Aum Growth
- Brokerage Revenue
- Book Size
- Portfolio Management
- Private Banker
- Private Banking
- Private Wealth Manager
- Investment Counselor
- New Money
- Reit
- Private Equity
- Venture Capital
- Product Mix
1 Opening(s)
10.0 Year(s) To 15.0 Year(s)
Not Disclosed by Recruiter
About the Hiring Organisation
The employer is an established financial-services organisation offering lending and financing solutions to large and mid-sized businesses. It operates through a broad client network and provides structured financial solutions across multiple corporate segments.
Role Overview
We are seeking an experienced relationship-management professional to drive business growth within the large ...