Trainer-Wealth Management/Taxation/Clearance

Key ResponsibilitiesAcquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients.Prospect and onboard investment distributors / IFAs to expand product reach.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).Conduct...

AVP /Senior Manager – Wealth Gurgaon | Hybrid Experience: 6–15 yearsAbout the Role:We’re looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You’ll bring deep expertise in Mutual Funds, PMS, and AIF, along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this...

We are hiring an experienced Wealth Manager with 2+ years in the field, ready to step into a Team Leadership role.The successful candidate will manage sophisticated client portfolios while mentoring a team of junior advisors. This role requires specialized, demonstrable expertise across three crucial areas: Capital Markets (equities, fixed income,...

Corporate Tax team at Max Healthcare is responsible to ensure that the Company, all its subsidiaries and affiliates follow the tax strategy, governance and risk control framework approved by the Competent Authority. Tax Team is driving by purpose to serve to excel. As we are entering into next phase of our growth, we are seeking a detail-oriented and...

Job Description – IRDA Trainer - InsuranceLocation – Gurgaon - Sec 446 Days Working(Day Shift)Requirement -1. IRDAI Trainer (IC- 38)2. Executive / Sr. Executive Trainer (Sales & Customer Support)Desired Skills:• Required from Insurance Sales training background for IRDAI Trainer. • Proficiency in employee development to assist employees in meeting...

About the Role: This role focuses on providing end-to-end U.S. tax compliance and advisory support for clients across Fund of Funds, Private Credit, and Private Equity structures.Key Responsibilities:Annual Compliance & Filings: Coordinate and review annual U.S. tax filings (Federal and State) for partnerships, including preparation and validation of Form...

About the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for...

Position AGM/SM – GST Reporting to GM –TaxationEntity Max Healthcare Institute Limited Office Corporate Office Gurgaon - Work from Office (all days) Key Attributes:We are looking for a candidate to help us comply with the indirect tax obligations and Compliances (GST). To be successful in this role, you should: Be a Qualified Chartered Accountant.Have...

Job Description – Soft Skills TrainerLocation – Gurgaon - Sec 44Major Job responsibilities would be as under: Deliver engaging sessions on soft skills such as communication, teamwork, time management, leadership, email etiquette, problem- solving, and presentation skills. Assess training needs through surveys, interviews, or interaction with...

Position: Corporate TrainerLocation: India (Remote)Employment Type: Full TimeSchedule: Monday to Friday, Day ShiftCompany DescriptionScry AI is a research-led enterprise AI company that builds intelligent platforms for BFSI, insurance, logistics, and industrial enterprises to drive efficiency, insight, and compliance. Our solutions include Auriga for...