Financial Services Professional

Job Title: Relationship ManagerWe are seeking an experienced and skilled professional to join our team as a Relationship Manager. The successful candidate will be responsible for building and maintaining strong relationships with high net worth individuals, converting qualified leads into managed portfolios, and providing high-quality wealth management...

Senior Financial Services Tax ProfessionalThe ideal candidate will oversee and lead a team of tax specialists in preparing and reviewing complex financial services client returns, including hedge funds, private equity, and fund of funds.Responsibilities Include:

Client Service AssociateWe are seeking a motivated and detail-oriented individual to join our team as a Client Service Associate. This role involves providing exceptional customer service and communication support, assisting with onboarding and documentation processes, and coordinating back-office tasks to ensure seamless day-to-day operations.Assist with...

As an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.ResponsibilitiesAssisting in gathering client financial information and conducting financial...

As an Assistant Financial Planner, you will be part of our financial planning team, assisting clients in achieving their financial goals. You will work under the guidance of senior financial planners and contribute to the creation of comprehensive financial plans.ResponsibilitiesAssisting in gathering client financial information and conducting financial...

We are seeking a Client Experience Specialist to drive exceptional client outcomes in the financial services sector.Key Responsibilities:Develop and maintain strategic client relationshipsCollaborate with Fund Accountants, Operations, and Finance teams to deliver high-quality resultsManage subscription/redemption requests and fee calculations...

Job Title: Financial Services LeaderWe are seeking a skilled professional to oversee the management of alternative investment operations teams. As a key member of our organization, you will be responsible for developing and implementing operational strategies to enhance process efficiency and risk control.Manage a team of professionals to ensure accurate...

Financial Expert WantedA leading accounting firm in Vadodara seeks a highly skilled financial professional to join its team.Key Responsibilities:Conduct statutory audits, tax audits, and prepare GSTR-9/9C returns.Prepare and file income tax returns during peak season.Manage client interactions, provide consultancy services, and guide teams on GST and TDS...

Job Title: Investment Banking SpecialistWe are seeking experienced professionals to join our team in the capacity of Investment Banking Specialist. This role involves executing day-to-day investment banking processes efficiently and meeting Service Level Agreements (SLAs) and operational targets.The ideal candidate will possess 1–2 years of full-time...

Job OverviewRole Description:Understand client expectations, including business dynamics, industry practices, accounting systems, and company values.Develop knowledge of audit methodologies and tools.Perform audit procedures based on overall audit plans, ensuring proper documentation.Identify risk areas and discuss issues with engagement teams to resolve...