Institutional Financial Services Professional

Job Title: Virtual Portfolio ManagerWe are seeking a highly skilled and experienced professional to manage a portfolio of institutional business clients virtually. As a key member of our team, you will be responsible for driving engagement, cross-selling banking products, and generating leads for on-ground sales teams.Key Responsibilities:Manage assigned...

Job OverviewWe are seeking a skilled professional to implement Salesforce Financial Services Cloud, a cutting-edge solution for the financial services industry.Key Responsibilities:Configure the Salesforce FSC platform in alignment with business requirements to support Life and Voluntary Benefits services.Balance custom solutions with out-of-the-box...

Job Title: Financial Services Training SpecialistJob Description:Conduct comprehensive training needs assessments to understand learner characteristics, skill levels, and job settings.Determine effective instructional strategies based on assessment results.Design, modify, or develop high-quality instructional materials for various training modalities,...

High Net Worth Tax Services SpecialistWe are seeking a detail-oriented and organized individual to fill the role of High Net Worth Tax Services Specialist.Work with high-net-worth families, closely held businesses, estates, trusts, and private foundations to provide tax services.Prepare complex returns for high net worth individuals, including Form 1040,...

**Job Title:** Institutional Investment Operations SpecialistAs an Institutional Investment Operations Specialist, you will play a crucial role in ensuring the smooth execution of institutional trade initiatives. Your responsibilities will include participating in lifecycle support tasks, identifying opportunities for process improvements, and assisting...

Job Opportunity: Management Associate ProgrammeKey Responsibilities:Support the origination of structured transactions with financial sponsors in India.Analyse and execute sponsor and leverage finance investments across various capital structures.Participate in all stages of investments, including idea generation, underwriting, execution, and portfolio...

Job OverviewWe are seeking a skilled professional to manage complex relationships with institutional clients, providing tailored solutions and driving revenue growth.Main Responsibilities:Develop and maintain strong connections with key stakeholders to understand their business needs and deliver value-added servicesDesign and implement strategic relationship...

Lead Credit Analyst PositionEvaluate credit proposals for construction and real estate finance. Conduct risk assessments, analyze project viability, promoter background, and market trends. Ensure timely and accurate processing of credit applications in compliance with internal policies and RBI guidelines.Monitor portfolio performance and flag early warning...

Job TitleWe are seeking a senior professional to join our financial services practice. The role involves managing client engagements, delivering high-quality advisory projects, and supporting business growth through strong relationships and leadership.Client Engagement & Delivery: Execute day-to-day client engagements with high-quality deliverables across...

A successful Home Care Services professional is sought after to contribute to the financial growth and stability of our organization.Processing account requisitions, maintaining accurate records, and ensuring timely payments.Providing fiscal guidance to internal departments to optimize operational efficiency.Accurately managing account ledgers, generating...