7986 Job openings found

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 ...

Job Purpose     The objective of the role is to identify new customers, propose a solution and create a business opportunity, strengthen client relationships with a corporate customer with an aggregate turnover of upto Rs 300 crs. The role involves preparing the Term Sheet, Proposal note and taking the same through the ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Role OverviewWe are seeking highly motivated and passionate individuals with expertise in Australian accounting, taxation and SMSF services to join our dynamic team. If you have a strong background in accounting and tax, a desire to learn and grow in the field of Australian taxation, and a commitment to delivering ...

Description:   Role & responsibilities :Regional Sales Manager commercial real estate Individual contributor Prospect and acquire new clients Identify, evaluate and implement new lucrative business propositions. Achieve assigned sales targets in terms of New Client Acquisition, number of projects and value and build a robust pipeline of Business Leads Work to bring the interaction to a positive closure Communicate, liaise, and ...

Maintaining client relationships and generate AUM from preferred clients. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...

Purpose of the Job: Preparation of end-to-end financial statements including General Ledger, Payroll, Bank Reconciliations etc. Key Result Areas (Principal Accountabilities ) Bank Reconciliations & Balance Sheet Reconciliations Month-end close, Revenue entry Budget preparation support  Financial Statement preparation  Accounts receivable, Development reconciliations Audit support • Responsible for reviewing routine/regular general entries and performing day to day activities as per financial ...

Role & responsibilities :Regional Sales Manager commercial real estate Individual contributor Prospect and acquire new clients Identify, evaluate and implement new lucrative business propositions. Achieve assigned sales targets in terms of New Client Acquisition, number of projects and value and build a robust pipeline of Business Leads Work to bring the interaction to a positive closure Communicate, liaise, and ...

JOB SUMMARY Define key responsibilities to reflect the duties and responsibilities of this role. Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening Migrate client transactions to the digital platform Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own ...