Financial Services Relationship Manager

Job OverviewWe are seeking an experienced Financial Relationship Manager to join our team at Planify Capital Limited. This role plays a key part in building and maintaining strong relationships with high-net-worth individuals and institutional investors.In this position, you will be responsible for converting potential investor leads into tangible business...

{"Key Responsibilities:\tPlan and execute portions of the Risk & Control Services plan, including audit activities and SOX/MAR/FDICIA compliance activities.\tPresent objectives and results to various levels of management.\tExecute on a structured approach to evaluate and improve the effectiveness of risk management, control and governance...

Job SummaryAs a Financial Reporting Specialist at Ameriprise India LLP, you will play a critical role in maintaining and providing accurate and timely client and regulatory reporting on pooled fund products. You will work closely with the Product Reporting team to ensure reporting is delivered in accordance with agreed deadlines and in compliance with...

Company OverviewAmeriprise Financial is a leading financial planning company headquartered in Minneapolis, with a global presence and 125 years of experience providing client-based solutions. Our focus areas include Asset Management and Advice, Retirement Planning, and Insurance Protection.Job SummaryWe are seeking a skilled Financial Reporting Associate to...

Key Responsibilities:Produce portfolio and share class investment data and information in the form of multi-lingual, jurisdiction specific Key Investor Information Documents (KIIDs), PRIIPs KIDs, Retail and Professional Investor (PIF) factsheets on a monthly, quarterly and annual cycle.Manage information workflow to ensure reporting is delivered in...

Job DescriptionEstablish a strong foundation in financial services by joining NTT DATA Services as a Private Equity Fund Manager.The CompanyNTT DATA Services is a global leader in business process outsourcing, with a presence in over 50 countries and a team of 1,40,000 professionals.Our Business Process Outsourcing (BPO) team has successfully implemented...

About the RoleThis position sits within the Product Reporting team, responsible for delivering reporting on CTI pooled fund ranges for retail, wholesale, and institutional clients, as well as 3rd party data platforms. The primary objective of this role is to maintain and provide accurate, timely client and regulatory reporting on pooled Fund products in the...

About the RoleAmeriprise Financial is seeking an experienced User Experience (UX) Designer to join our team. As a Lead UX Designer, you will play a key role in shaping the user experience of our financial planning and advice solutions.Key ResponsibilitiesCreate wireframes, design layouts, and other project deliverables to illustrate the intended user...

Job SummaryResponsible for overseeing the management of intercompany agreements and ensuring accurate recording and reporting of intercompany transactions. Collaborates with cross-functional teams to develop and improve processes and systems to ensure compliance with regulatory requirements and company policies.Key Responsibilities:Manage intercompany...

Job SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team. As a key member of our financial reporting team, you will be responsible for preparing and reviewing financial statements, footnotes, and other data elements for SEC Forms 10-Q and 10-K, as well as other regulatory filings.Key ResponsibilitiesPrepare financial...

Job Title:Financial Services SpecialistLocation: One CallJob Type: Full-timeAbout Us: One Call is a leading provider of financial services. We are seeking a Financial Services Specialist to join our team.Job Summary:We are looking for a highly motivated and detail-oriented Financial Services Specialist to provide exceptional financial services to our...

Job SummaryThe Senior Financial Reporting Specialist will be responsible for contributing to the preparation and timely completion of financial statements, footnotes, and other data elements included in SEC Forms 10-Q and 10-K, as well as other regulatory filings, subsidiary financial statements, and governmental surveys.Main ResponsibilitiesPrepare...

Job OverviewWe are seeking an experienced Accounting Manager to join our Finance and Accounting team. As a key member of the team, you will be responsible for maintaining books and records for different financial activities, coordinating and reviewing financial statements and associated reports, and communicating with internal and external clients.About the...

The Finance Assistant Manager will be responsible for maintaining books and records for different financial activities.They will coordinate and review financial statements and associated reports, including performance metrics and quarterly reporting.Key responsibilities include communicating transactions associated with accounts, working closely with...

Join Our Team of Skilled ProfessionalsWe are a leading financial services company, and we are seeking a talented Lead Quality Assurance Engineer to join our team.About the Role:As a Lead Quality Assurance Engineer, you will be responsible for ensuring the quality of our software applications and services.You will lead a team of QA engineers in designing and...

Unlock Business Growth with CapcoAt Capco, a Wipro company, we're a global technology and management consulting firm dedicated to the financial services industry. Our professionals combine innovative thinking with unparalleled industry knowledge to deliver consulting expertise, complex technology, and package integration, transformation delivery, and managed...

About the RoleWe are seeking a highly skilled Senior Financial Planning Advisor to join our team in Gurugram. This is a full-time position with a competitive salary of ₹800,000 - ₹1,200,000 per annum.The successful candidate will work as part of the ABDG Centralized Desk, providing expert support on driving 'Goal Based Advice' including Comprehensive and...

Job Summary:We are seeking a highly motivated and results-driven Tele Sales Manager to join our team at Findoc. As a Tele Sales Manager, you will be responsible for promoting and selling our financial products over the phone to potential customers.Key Responsibilities:1) Sales Generation:Make outbound calls to prospective customers to promote financial...

Ameriprise India LLP is seeking a highly skilled Senior Financial Planning Advisor to join our team as a Technical Support Expert. This role will be responsible for providing expert technical support to advisors on Financial Planning and Advice concepts, including Comprehensive and Foundation Advice.The ideal candidate will have excellent verbal and written...

ROLE OVERVIEWThe Boston Consulting Group is seeking a skilled Financial Services Manager to join its Global Finance & Operations Services team.KEY RESPONSIBILITIESManage data flow, consolidation processes, and system hierarchies to ensure accurate financial reporting.Execute monthly accounting tasks, including revenue and expense recording, ledger...