49 Job openings found

Position: Director & Associate Director - Financial Services Consulting Advisory Location: India (with potential relocation to GCC after one year) Preferred Gender: Male     Job Overview: As a Director & Associate Director in Financial Services Consulting Advisory, you will be a pivotal part of our dynamic team, working closely with financial institutions to deliver ...

Key Responsibilities: Sales Strategy & Execution:Develop and execute effective sales strategies to promote and sell our financial products,Virtual CFO services, and related financial services offerings. Drive revenue growth bytargeting businesses seeking outsourced financial management and advisory services. Client Relationship Management:Build and nurture relationships with C-suite executives, CFOs, and other keystakeholders ...

Job Description Team Leader – Financial Advisory ROLE DESCIPTION:Lead and inspire a team of Credit Analyst and Relationship Managers to fulfil the corporate andbusiness clients of the company with the debt advisory services of the company. The role involves P&LOwnership, developing execution plans, enhancing client relationships, monitoring performance, andfostering team development to ...

Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Chartered Accountants Job Overview: As we expand our vision, we’re building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight. We are seeking experienced and discreet Chartered Accountants with a strong background in: Key Responsibilities: Income Tax Advisory & Compliance Expert Knowledge of ...

Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be responsible for providing high-net-worth ...

Financial reporting: Prepare and present financial statements, such as balance sheets, income statements, and cash flow statements      Financial analysis: Analyze financial data to identify trends, variances, and opportunities for improvement      Financial compliance: Ensure that the organization complies with all financial regulations, including tax laws, accounting standards, and reporting requirements      Financial transactions: Record expenses, disbursements, and payments      Financial risk: Perform ...

Job Title: Client Relations & Private Finance (Goregaon, Mumbai) We are having an urgent opening for the position of Client Relations & Private Finance Executive for a reputed company at Goregaon Location. Key Responsibilities: Client Outreach: Assist the team in reaching out to potential clients through calls, emails, and other communication channels. Help introduce ...

Roles and Responsibilities   Provide high quality, professional day-to-day supervision of execution of internal audit engagements and other advisory projects in accordance with the firm’s methodologies and risk management practices.   Drive new business opportunities through external and internal networks and actively build business networks through preparation and delivery of client presentations/proposals.   Draft reports for ...

Job Description: Chartered Accountant  Overview: We are seeking a highly skilled and motivated Chartered Accountant to join our esteemed CA firm. As a Chartered Accountant (CA), you will play a crucial role in providing a range of financial services to our diverse client base. This position offers an excellent opportunity for ...