79 Job openings found

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 ...

S. No. Job Posting Details Details 1. Designation : Head (Accounts & Finance) 2. Reporting To : Business Head 3. Location : Yamuna Nagar 4. Education & Experience : Must be a qualified as Chartered Accountant (CA) with 10-15 yrs of experience & minimum 5 yrs of experience in paper industry. 5. Skills & Competencies 1.  Risk Management: Identifying and managing financial risks, such as market risks, credit risks, and ...

The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients. Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies. Acquire ...

  Designation – Finance Controller Qualification – CA or MBA Finance Work Timings – 9:00 am – 6:00 pm Working Days – 6 Days Work Location – Andheri Mumbai  Experience – 12+ years  Salary - Best in Industry Other Employee Benefits – Leave, bonus, PF, Insurance, Meals on duty, other IHCL benefits, like Free holiday Stay, 50% F&B discounts at Hotels ...

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory. Manage a portfolio of affluent / HNI customers Deepen relationships and increase wallet share Ensure high-quality client engagement & retention Promote and sell: Mutual Funds Insurance (Life & General) PMS / AIF ...

The Affluent RM is responsible for managing a portfolio of affluent / HNI clients, driving wealth product penetration, AUM growth, and revenue generation through strong relationship management and investment advisory. Manage a portfolio of affluent / HNI customers Deepen relationships and increase wallet share Ensure high-quality client engagement & retention Promote and sell: Mutual Funds Insurance (Life & General) PMS / AIF ...

A Chartered Accountant (CA) job involves managing financial operations, ensuring compliance, auditing, financial reporting, and providing expert advisory services, covering areas like taxation, corporate finance, and risk management to guide business strategy and financial health for clients or their organization. Key duties include preparing statements, managing budgets, filing taxes, implementing accounting ...

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 ...

Overview: The QPFP is a certified financial professional trained to provide comprehensive personal finance advice, covering key areas such as investments, insurance, taxation, retirement, and estate planning. The role involves helping clients build, protect, and manage their wealth through structured financial planning aligned with their life goals. --- Key Responsibilities: 1. Client Financial Planning:Understand ...

An Accountant job involves maintaining accurate financial records, preparing financial statements, performing audits, managing budgets and forecasts, and ensuring compliance with tax regulations and financial laws. Their role is crucial for a company's financial health, providing data-driven insights to support informed business decisions and identify opportunities or risks.    Key Responsibilities Record Keeping & Financial ...