Personalized Financial Advisor

Job OverviewThe Associate is a pivotal role that involves assisting with financial planning and advisory services, managing client relationships, conducting market research, preparing financial reports, and supporting senior financial advisors.

Executive AdvisorWe are seeking a skilled Executive Advisor to join our team. As an Executive Advisor, you will play a vital role in acquiring and managing high net worth individual (HNI) clients, providing expert equity advisory services, and building strong relationships.Key Responsibilities:Client Acquisition: Identify and acquire new HNI clients,...

Investment Strategist PositionThis role requires a professional to provide personalized investment and financial planning services to clients. The ideal candidate will have a deep understanding of financial markets, investment products, and client relationship management.Conduct comprehensive consultations with clients to understand their financial goals,...

Senior Financial StrategistThe role of Senior Financial Strategist involves developing and implementing financial strategies to drive business growth. This includes analyzing market trends, identifying opportunities for cost reduction and revenue increase, and creating forecasts to guide business decisions.Key Responsibilities:Analyze financial data to...

Job Title:Financial Services ProfessionalLocation:IndiaExperience:CA with minimum 4-5 years of experienceKey Responsibilities:Prepare and analyze quarterly and annual financial statements, ensuring accuracy and compliance with applicable accounting and regulatory standards.Partner with fund administrators and internal stakeholders to conduct periodic...

Financial Services ProfessionalAbout the RoleWe are seeking a highly skilled Financial Services Professional to join our team. As a key member of our Finance and Accounting division, you will be responsible for managing direct and indirect tax compliances, financial audits, advisory, reporting, and regulatory matters.Your primary objective will be to ensure...

Cloud Financial Management Leader (Azure)About the RoleWe are currently seeking a seasoned Cloud Financial Management expert to lead cloud financial management initiatives and drive operational excellence on the Azure platform.Key ResponsibilitiesManage and optimize Azure subscriptions and resources, ensuring cost efficiency and proper utilization.Develop...

Senior Finance Manager Job DescriptionWe are seeking a Senior Finance Manager to lead our finance operations in India. This role involves owning day-to-day finance operations, ensuring accuracy and integrity of financial records, accounts, and reports.Create and manage monthly Management Information System (MIS) reports, including Profit and Loss (P&L), cash...

We are seeking a talented Investment Banking professional to join our team in a strategic role.Job Description:This is an exceptional opportunity to work on high-profile deals, develop key relationships with clients, and contribute to the growth and success of our investment banking franchise in India.Develop complex financial analysis, valuation, and...

As a senior EPM consultant, your key responsibilities will include leading end-to-end EPM implementations for large enterprises. Your technical expertise in EPM platforms and business advisory capabilities will be crucial in driving complex implementations and building strong relationships with clients.The ideal candidate will have a minimum of 5+ years...