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3.0 - 7.0 years
0 Lacs
chennai, tamil nadu
On-site
The role is responsible for supporting the country Client Management teams on client requirements and orchestration across processes and services managed by Client Management. You will own and drive the execution of processes, working closely with country Client Management, other stakeholders, and the value chain to deliver excellent client service. Your goal will be to get clients to the point of ready-to-transact as quickly as possible, across both simple and complex cases. Additionally, you will support the country Client Management and Business on the client portfolio to ensure strong client delivery execution. It is crucial to ensure alignment amongst the Orchestration Client Management (OCM CoE) team, country Client Management, and Business with regular engagement regarding business priorities, issues, and address any gaps. You will also drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of systems and processes. Key Responsibilities **Strategy:** - Act as a service partner, collaborating with Client Management, RMs, Product Sales, Operations, and other key internal stakeholders to solve client issues and identify opportunities to improve overall service for the clients. - Deliver excellent service against agreed service standards, delivery standards, and minimal error rates. **Automation and Streamlining:** - Drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of systems and processes. - Adherence to changes in line with the Client Management and OCM CoE destination model and DOIs. **Business:** - Ensure alignment amongst the Orchestration Client Management (OCM CoE) team, country Client Management, and Business with regular engagement regarding business priorities, issues, and address any gaps. - Provide quality support to Client Management and Relationship Managers (RMs) on all documentation related matters. **Processes:** - Support the country Client Management teams on client requirements and orchestration across processes and services managed by Client Management for the portfolio supported. - Proactively manage the day-to-day maintenance activities of the client accounts. - Own and drive execution of processes, working closely with country Client Management, other stakeholders, and the value chain to deliver excellent client service. - Adhere to first-time-right principles. - Provide insights and suggestions to improving processes, identifying opportunities to streamline and automate. - Undertake ad-hoc duties when delegated by Line Manager and OCM CoE Head. - Demonstrate strong knowledge of client needs for the assigned client portfolio. - Build trust and strong account management support to country Client Management. - Engage and coordinate with internal stakeholders for standard documentation requirements. - Identify processing risks or inefficiencies and implement appropriate changes. - Ensure document deficiencies are minimised and rectified in a timely manner. - Escalate or enforce compliance requirements and follow internal controls and procedures. - Work closely with country Client Management, Product, and Ops units to achieve suitable outcomes for clients. - Ensure all facilities are set up in accordance with client instructions. - Support country Client Management and RM in client account activity reviews. - Manage flow maintenance activities as assigned to ensure portfolio quality. **People & Talent:** - Provide effective orientation/guidance to new joiners on the bank's policies/procedures/processes. - Develop and implement a personal learning plan with the team manager. **Risk Management:** - Awareness and understanding of the regulatory framework. - Comply with applicable Money Laundering Prevention Procedures. - Proactively manage risks and establish/monitor controls to improve the overall state of the risk management framework. **Governance:** - Ensure due diligence on document safekeeping and data confidentiality. - Ensure compliance with internal policies, credit policies, external policies, regulatory, and statutory requirements. - Undertake periodic self-assessment on key controls. - Highlight significant issues/errors to team leader. **Regulatory & Business Conduct:** - Display exemplary conduct and live by the Group's Values and Code of Conduct. - Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct. - Identify, escalate, mitigate, and resolve risk, conduct, and compliance matters. **Key stakeholders:** - Client Management teams. - GBS Hub teams. - Account Opening Teams. - Front Office RMs. - Product Partners. - Process Owners. - Legal. - Credit & Risk teams. - Operational Risk. - CFCC. **Skills And Experience:** - Strong ability to positively influence stakeholders. - Ability to positively engage and build rapport with stakeholders. - Strong writing and presenting skills in English. - Problem solver with a strong drive to deliver. - Ability to work independently and cope with pressures from tight deadlines. - A team player with good interpersonal skills. **Role Specific Technical Competencies:** - Manage Conduct. - Manage Risk. - Manage People. - Operational. - Process Management. - Data Conversion and Reporting. - Business / Product Knowledge. About Standard Chartered: We're an international bank striving to make a positive difference for our clients, communities, and each other. If you're looking for a career with purpose and want to work for a bank making a difference, we want to hear from you. Join us in driving commerce and prosperity through our unique diversity. What We Offer: - Core bank funding for retirement savings, medical and life insurance. - Time-off including annual leave, parental/maternity, sabbatical, and volunteering leave. - Flexible working options. - Proactive wellbeing support. - Continuous learning culture. - Inclusive and values-driven organization. When you work with us, you'll see how we value difference and advocate inclusion. Together, we do the right thing, never settle, and are better together.,
Posted 1 week ago
6.0 - 10.0 years
0 Lacs
maharashtra
On-site
You will be joining our team at Morgan Stanley as a Director in WM Operations - Estate and Inheritor Operations (EIO) team within Product Operations and Services (PO&S) under Wealth Management Operations. This role is perfect for someone who enjoys developing talent, improving operational performance, and implementing process enhancements that directly benefit our clients and internal stakeholders. In the Operations division, we collaborate with various business units across the Firm to facilitate financial transactions, establish effective controls, and nurture client relationships. As a Team Manager at the Director level in Product Support & Services, you will be responsible for providing transaction support and overseeing post-execution processes. Morgan Stanley, a global leader in financial services since 1935, is continuously evolving and innovating to better serve clients and communities in over 40 countries worldwide. In this role, you will: - Develop staff, lead projects, and manage resource deployment, utilizing management tools such as work queues, checklists, depth charts, and calendars. - Set expectations for your team, define training plans, and share expert knowledge to contribute to team output and development. - Contribute to the business plan, establish risk/contingency plans, and address issues promptly when necessary. - Build and manage relationships with business partners, other Morgan Stanley departments, and external contacts. - Manage operations analysts, help develop their skills, and foster a positive, inclusive culture. - Ensure team performance meets Service Level Agreements (SLAs) and Key Performance Indicators (KPIs), and adapt to changing client and industry trends. - Oversee risk controls within the team and escalate risks as needed. - Provide direction, oversight, advice, and guidance to direct reports and functional teams to drive continuous improvement. - Collaborate with internal functions to implement large-scale change projects for process and performance improvement. - Maintain business continuity through adequate training and effective testing for disaster recovery situations. - Cultivate strong relationships with key stakeholders to create collaborative partnerships. To be successful in this role, you should possess: - Strong relationship-building skills and a focus on client service. - Commercial thinking and understanding of the impact of initiatives on the operational budget. - Experience in team management, control enhancement, continuous improvement, and reducing operational risk. - Leadership qualities, representing the Firm's core values and motivating those around you. - At least 6 years of relevant experience and familiarity with brokerage, retirement, estate, and beneficiary services. - Exposure to various areas such as Small Estate Affidavit, Legal probate & Estate documents, Transfer on Death Beneficiary, etc. - Leadership experience in virtual global teams within a matrix organization. - Strategic agility, communication, influencing, and presentation skills. - Ability to work in a fast-paced environment, stay updated on technical/operational innovation, and understand the business offering. - Project management skills and proficiency in tools like Tableau, Alteryx, UI Path, Power BI. - Strong analytical skills for research, analysis, and presentation. At Morgan Stanley India, we support the Firm's global businesses across various sectors and offer unmatched culture and opportunities for growth. Join us to work alongside diverse and talented individuals who are committed to excellence and inclusivity.,
Posted 1 week ago
10.0 - 14.0 years
0 Lacs
haryana
On-site
As the Resource Director at our firm, you will be responsible for planning and executing a comprehensive Resource Management strategy within the Assurance line of business (LOB). Your role will involve collaborating with US-based Resource Directors, Service Line/Solution set leadership, HR, and Finance leadership, and potentially contributing to National LOB/Service Line leadership teams. Your main focus will be on driving the development, implementation, and communication of priorities through Resource Managers to ensure alignment with the LOBs vision and strategies. You will be tasked with executing resource management projects, improving engagement management processes, and maintaining consistency in scheduling, reporting, account prioritization, resource sharing, industry alignment, and LOB programs. Additionally, you will oversee core processes such as scheduling, forecasting, and reporting within the LOB or Service Line. In this role, you will drive collaboration and integration of core Resource Management processes and Firm initiatives to enhance overall Resource Management capabilities. This will involve monitoring LOB workforce plans, generating scheduling, utilization, and forecasting reports, understanding the line of business and/or solution set business needs, and partnering with TA and leadership on new hire goals, hiring, and workforce plan items. To excel in this position, you must have a Bachelor's or Associate's Degree or 3-5 years of experience in a professional services firm as an external client server or resource management professional. A minimum of 10+ years of relevant scheduling experience or LOB/Service Line experience is required. Strong Microsoft Office skills, particularly in Excel and PowerPoint, are essential, along with superior analytical, forecasting, problem-solving, and client service skills. Effective organization, time management, attention to detail, and the ability to adapt to changing circumstances are also crucial for success in this role. Preferred qualifications include Resource Management or Project Management certifications, previous experience in LOB or Solution Set supporting, and familiarity with tools like DayShape or Workday. At our firm, we offer a competitive benefits and compensation package, along with flexibility in your schedule to help you balance work and personal life demands. If you require accommodation for disabilities during the recruitment process or employment, please reach out to us at careers@rsmus.com. We are committed to providing equal opportunities and reasonable accommodation for all individuals.,
Posted 1 week ago
4.0 - 6.0 years
5 - 7 Lacs
Mysuru
Work from Office
Job Summary: We are seeking a friendly, professional, and solutions-driven Client Service Representative to act as the primary point of contact for our clients. The ideal candidate will be responsible for managing client inquiries, resolving issues efficiently, and ensuring a positive customer experience that supports client retention and satisfaction. Key Responsibilities: Respond to client queries via phone, email, chat, or in person in a timely and courteous manner. Provide accurate information about products, services, and company policies. Address and resolve client concerns, complaints, or service issues professionally. Maintain and update customer records and ensure data accuracy in CRM systems. Collaborate with internal teams (sales, technical, billing) to address client needs. Follow up with clients to ensure their satisfaction and identify additional service needs. Maintain knowledge of company offerings, industry developments, and customer support trends. Escalate complex or unresolved issues to the appropriate departments.
Posted 1 week ago
4.0 - 6.0 years
5 - 7 Lacs
Varanasi
Work from Office
Job Summary: We are seeking a friendly, professional, and solutions-driven Client Service Representative to act as the primary point of contact for our clients. The ideal candidate will be responsible for managing client inquiries, resolving issues efficiently, and ensuring a positive customer experience that supports client retention and satisfaction. Key Responsibilities: Respond to client queries via phone, email, chat, or in person in a timely and courteous manner. Provide accurate information about products, services, and company policies. Address and resolve client concerns, complaints, or service issues professionally. Maintain and update customer records and ensure data accuracy in CRM systems. Collaborate with internal teams (sales, technical, billing) to address client needs. Follow up with clients to ensure their satisfaction and identify additional service needs. Maintain knowledge of company offerings, industry developments, and customer support trends. Escalate complex or unresolved issues to the appropriate departments.
Posted 1 week ago
4.0 - 6.0 years
5 - 7 Lacs
Nagpur
Work from Office
Job Summary: We are seeking a friendly, professional, and solutions-driven Client Service Representative to act as the primary point of contact for our clients. The ideal candidate will be responsible for managing client inquiries, resolving issues efficiently, and ensuring a positive customer experience that supports client retention and satisfaction. Key Responsibilities: Respond to client queries via phone, email, chat, or in person in a timely and courteous manner. Provide accurate information about products, services, and company policies. Address and resolve client concerns, complaints, or service issues professionally. Maintain and update customer records and ensure data accuracy in CRM systems. Collaborate with internal teams (sales, technical, billing) to address client needs. Follow up with clients to ensure their satisfaction and identify additional service needs. Maintain knowledge of company offerings, industry developments, and customer support trends. Escalate complex or unresolved issues to the appropriate departments.
Posted 1 week ago
0.0 - 4.0 years
3 - 6 Lacs
Bengaluru
Work from Office
Top MNC hiring for customer support voice process at.. Manyata techpark, Bellandur, Thanisandra, BTM layout, Bommanahalli, E-City, Mahadevpura,, Excellent communication required Freshers & Exp - Salary 4 to 6.5 LPA more info call Safina-9845658638 Perks and benefits Good Incentive Packages,Transport, 5 Days, Top MNC
Posted 1 week ago
8.0 - 12.0 years
0 Lacs
uttar pradesh
On-site
As a Senior Sales Manager at Suncity Projects Pvt. Ltd., a renowned name in premium real estate development, you will play a pivotal role in leading the sales strategy and execution for our residential portfolio in Vrindavan and other key markets. Your expertise in residential real estate sales and proven track record of driving revenue will be crucial in managing high-performing teams and achieving sales targets. Your responsibilities will include developing and implementing robust sales strategies that align with business objectives, mentoring and managing a team of sales professionals, and ensuring exceptional client service throughout the sales lifecycle. Building strong relationships with brokers, channel partners, HNIs, and institutional clients will also be a key aspect of your role, along with collaborating cross-functionally with marketing, product, and project teams to ensure seamless execution. To excel in this role, you should possess a Bachelor's degree in Business Administration, Marketing, Real Estate, or a related field, with an MBA being preferred. With 8-10 years of experience in residential real estate sales, particularly in large-scale developments, you should have a solid understanding of residential real estate markets, consumer behavior, and regulatory aspects. Your leadership, negotiation, and interpersonal skills, coupled with proficiency in CRM systems, Microsoft Office, and sales analytics tools, will be essential for success. Joining Suncity Projects Pvt. Ltd. will offer you the opportunity to work with a reputed and growing real estate organization, lead marquee residential projects in high-potential markets, and be part of a dynamic and professional work environment that fosters growth and innovation. If you are a strategic thinker with integrity and commercial insight, this is the perfect role for you to showcase your talents and drive business growth.,
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
navi mumbai, maharashtra
On-site
As a Real Estate Sales Executive at BNM Business Solutions LLP, you will have the opportunity to engage with prospective property buyers and understand their investment objectives and homeownership preferences. Your main responsibility will be to assess client needs effectively and recommend customized real estate solutions that align with their specific goals. Building and sustaining long-term client relationships while collaborating efficiently with developers and channel partners will be crucial in this role. You will be expected to conduct timely follow-ups and schedule site visits promptly to support client decision-making. Providing clear, accurate, and up-to-date information on available real estate projects is essential to ensure a high level of customer service throughout the sales journey. Your focus should be on achieving high conversion rates and successful deal closures while staying updated with new project launches, market trends, and competitor activities. Maintaining well-organized records of client communications, interactions, and sales progress is vital for tracking and managing client relationships effectively. You will also be required to support clients throughout each stage of the property buying process, ensuring a seamless and informed experience for them. Working proactively to meet individual and team sales targets will be key to contributing to the overall business success of the company. BNM Business Solutions LLP is a fast-growing channel partner in the real estate industry with a presence of 5 years. The company combines the power of information with a deep understanding of the real estate sector to simplify and increase trust in the home-buying process. By leveraging technology-enabled tools, the team at BNM aims to guide clients in finding the right property within their desired location and budget, providing on-the-ground support throughout the process. The company not only offers information on different localities and properties but also assists with initial project evaluation, ensuring a smooth and happy home-buying experience for thousands of families.,
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
navi mumbai, maharashtra
On-site
As a Real Estate Sales Associate at BNM Business Solutions LLP, you will engage with prospective property buyers to understand their investment objectives and homeownership preferences. You will be responsible for assessing client needs and recommending customized real estate solutions that align with their goals. Building and sustaining long-term client relationships while effectively collaborating with developers and channel partners will be crucial in this role. Your key responsibilities will include conducting timely follow-ups and scheduling site visits efficiently to support client decision-making. It is essential to share clear, accurate, and up-to-date information on available real estate projects with clients. Providing outstanding client service throughout the sales journey, focusing on high conversion rates and successful deal closures, is a priority. Staying up to date with new project launches, evolving market trends, and competitor activities will be part of your daily tasks. You will also be responsible for maintaining well-organized records of client communications, interactions, and sales progress. Supporting clients throughout each stage of the property buying process to ensure a seamless and informed experience is a critical aspect of the role. As a proactive team member, you will work towards meeting individual and team sales targets, contributing to the overall business success of BNM Business Solutions LLP. The company is one of the fastest-growing channel partners in the real estate industry, with a presence of 5 years. BNM combines the power of information with a deep understanding of the real estate sector to simplify and transparently show the home-buying process. The team at BNM is dedicated to guiding clients through technology-enabled tools, finding the right property within the desired location and budget, and providing on-the-ground support to ensure a smooth and happy home-buying experience for thousands of families.,
Posted 1 week ago
5.0 - 9.0 years
0 Lacs
ahmedabad, gujarat
On-site
Withum is a place where talent thrives and your unique qualities matter. It is a hub of abundant growth opportunities, driven by entrepreneurial spirit and inclusive teamwork that leads to exponential outcomes. Withum equips clients and professional staff with cutting-edge tools and solutions to cater to their accounting, tax, and overall business management needs. As a nationally ranked Top 25 firm in the US, we meticulously select individuals with a genuine passion for the industry. The Auditing and Attest Engagement services at Withum are the foundation of our firm. Our audit and advisory team possesses the expertise required to instill confidence in stakeholders regarding financial information. Offering services such as audit, review, compilation, and other agreed-upon procedures across various client sizes and industries. As an Audit Associate Manager at our Withum India office, you will collaborate with a cohesive team of accounting professionals based in the US and India. Your role will encompass all facets of audit engagements, from inception to conclusion, involving supervising/mentoring staff and nurturing client relationships. The Withum brand mirrors our people, culture, and resilience. We are renowned for teamwork and excellence in client service. Our triumphs are chiefly attributed to dedicated professionals who embody approachability, purpose, and care for colleagues, striving to foster client growth and prosperity. Upholding the Withum Way, we are steadfast in promoting personal and professional development for all team members, clients, and communities. **How You'll Spend Your Time:** - Lead the engagement team in planning and executing audits, reviews, or compilations, delivering exceptional client service to real estate, technology, and financial services clients. - Manage day-to-day operations of audit engagements, overseeing staffing, planning, risk assessment, financial reporting, and conclusion. - Provide guidance and support to engagement staff, seniors, and supervisors, fostering open communication with the engagement partner. - Collaborate with engagement team partners to address client issues and provide recommendations on legal, regulatory, and accounting matters during audits. - Efficiently handle multiple engagements with diverse teams to meet client deadlines. - Develop and monitor engagement budgets to identify and address inefficiencies during audits. - Engage in constructive discussions with team members, offering feedback on evaluations and appropriate guidance. **Requirements:** - Bachelor's degree in accounting or related field; CPA preferred. - Minimum 5 years of public accounting experience, including leading multiple engagements and supervising staff. Experience in auditing real estate, technology, and financial services sectors is advantageous. - Proficient in analytical, technical, and auditing skills, including a sound grasp of US GAAP. - Exceptional client service and communication skills, with the ability to cultivate and maintain strong client/internal relationships. - Capable of managing multiple engagements and juggling competing projects. - Strong leadership, training, and mentoring capabilities, coupled with excellent verbal, written, and presentation skills to represent the firm effectively to clients" management. - Strong analytical, organizational, project management skills, keen attention to detail, and proven problem-solving abilities. For more information, please visit our website at www.withum.com.,
Posted 1 week ago
15.0 - 19.0 years
0 Lacs
karnataka
On-site
The Tax Operations India Lead, VP role at Deutsche Bank AG in Bangalore, India, is a crucial position within the Margin Treasury and Tax Operations function. As the head of the India-based Tax Processing team, you will be responsible for ensuring compliance with global tax regulations and supporting the Corporate Bank and Investment Bank divisions. This role involves overseeing various sub-processes including Transactional Taxes, Cost Basis, Derivative Tax, FATCA & CRS, Tax Due Diligence, Regulatory Reporting, Audit and Risk Management. Your key responsibilities will include staying updated on market and regulatory changes impacting tax operations, monitoring risk and control indicators, leading projects to implement new regulatory requirements, managing relationships with senior stakeholders, providing operational oversight, leading the India Tax Ops and Tax Due Diligence teams, ensuring timely resolution of client queries, optimizing processes for efficiency, producing MIS reports for senior management, collaborating with global operations teams, and providing support and guidance to operational tax queries. The ideal candidate for this role is a graduate with over 15 years of experience in the Banking and Finance industry, with deep technical knowledge of global tax regulations and operational tax processes. You should have a strong understanding of regulatory trends and business banking products, proven ability to manage competing priorities, effective communication skills, demonstrated leadership in cross-functional teams, analytical mindset, strong problem-solving abilities, attention to detail, proficiency in project management, regulatory implementation, and process optimization. Proficiency in MS Office and a self-motivated, independent, committed team player are also desired qualities. As part of the role, you will benefit from a range of flexible benefits including leave policy, parental leaves, childcare assistance, sponsorship for relevant certifications, employee assistance program, hospitalization and life insurance, health screening, training and development opportunities, coaching and support, and a culture of continuous learning to aid progression in your career. Deutsche Bank Group strives for a culture of empowerment, responsibility, commercial thinking, initiative, and collaboration. They promote a positive, fair, and inclusive work environment where success is shared and celebrated. Applications from all individuals are welcome, and the company values diversity and inclusivity in the workplace.,
Posted 1 week ago
3.0 - 8.0 years
3 - 4 Lacs
Chennai
Work from Office
Greet clients, handle calls, site visits, support BDE, manage front desk and assist with admin tasks. professional, MS Office proficient, with strong communication skills and prior receptionist experience. Work Location is Muttukadu, ECR,Chennai
Posted 1 week ago
5.0 - 8.0 years
4 - 7 Lacs
Bengaluru
Work from Office
About The Role Skill required: Customer Operations - Voice - Service Desk Voice Support Designation: Customer Contact Comms Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years What would you do A Senior Analyst will be responsible for management of a team and continuously strives to enhance operating practices and deliver value added opportunities to optimize the effective provision of client service. The Senior Analyst will work as part of the management team striving to meet all SLAs, targets and objectives through effective staff managementOperational Responsibilities Manage Operations from process & measurement standpoint- Maintain regular communications with team on departmental and individual level performance expectations-Work with client/Account Executive/Onshore team to define process and procedures- Set and assess representatives performance expectations and performance, and create individual action plans and provide constructive feedback on performance to individuals on a regular basis Conduct briefings and team meetings for team status updates, Process updates, policy and procedures change, etc. Ensure performance and attendance issues and addressed promptly and consistently. Assist with scheduling and forecasting of staff to maintain optimal service provided Develop reward and recognition programs for teams Manage escalated customer enquiries / complaints Strong analytical and data management skills Analyse and propose process improvements consistently Strong focus on people Share best practices across the process & facilitate process improvements/cost reduction initiatives- Interact and build a rapport with the respective onshore people and other stake holders to effectively manage process changes / metrics Drive Business ExcellencePeople Management Responsibilities Direct reports:Level 11 to Level 13 Strong leadership and management ability Determine training needs for the team members Coach individuals on performance improvement tactics while providing positive feedback to those performing above expectationsClient Customer Responsibilities Client Relationship Building Drive productivity in the respective process Managing day-to-day operations based on SLAs Ensures seamless delivery of services and manages all aspects of operational team What are we looking for Core Competencies People management Drives issues to resolution and good problem-solving skills Good interpersonal skills Good administration skills Comfortable with responding to requests from all levels of the organization Team Player Positive Mindset Planning & Organisation skills Motivation SkillsEducational Profile Any graduate/post graduate from Govt. recognized universitiesExperience Profile Prior international BPO work experience in team management role is mandatory (minimum 1 year Team Handling role) HR domain experience is essential, with strong knowledge of HR processes, policies, and core functionsWorking Dimensions Call handling skills (handling complex & escalated calls) Supports Client organisation, both on-shore and off-shore Teams, Customer Relationship team and retained client organisation 24*7 Flexible to Travel onshore if required Able to work on a flexible basis as determined by the business needs Roles and Responsibilities: In this role you are required to do analysis and solving of increasingly complex problems Your day to day interactions are with peers within Accenture You are likely to have some interaction with clients and/or Accenture management You will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignments Decisions that are made by you impact your own work and may impact the work of others In this role you would be an individual contributor and/or oversee a small work effort and/or team Please note that this role may require you to work in rotational shifts Qualification Any Graduation
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
Build your career in Hedge Fund & Private Equity operations components while working in the world's most innovative bank. As a Senior Team Member in the Alternative Fund Services - Hedge Fund Services, you will be responsible for delivering premium client service to our clients by managing all aspects of the fund accounting function. Your key responsibilities will include preparing and overseeing Net Asset Value files, establishing strong relationships with investment managers, and ensuring compliance with both internal and external deadlines. Collaboration with various internal teams will be essential to enhance efficiency, reduce risk, and maintain a high standard of accuracy and quality in all deliverables. Your role will involve preparing, reviewing, and overseeing Net Asset Value files, offering premier client service to a defined group of clients by fostering strong relationships with investment managers and other third parties. It is crucial to develop a deep understanding of the theoretical and technical aspects of hedge fund accounting and administration, along with gaining comprehensive knowledge of the client base, prospectus, documentation, and related areas. Collaboration with investment operations, reconciliations, shareholder services, financial reporting, and other partner teams internally will be necessary to align on internal deadlines and meet external client deadlines successfully. Additionally, conducting quality assurance checks on information received internally from supporting functions, producing accurate and timely Net Asset Values, resolving client queries, generating ad hoc reports, and maintaining procedures for the funds are integral parts of your responsibilities. Ensuring compliance with all controls, procedures outlined in the manual, and company policies, completing scheduled work by agreed deadlines, and identifying efficiencies for risk reduction and enhanced efficiency will be key aspects of your role. The qualifications, capabilities, and skills required for this role include a Bachelor's degree in Finance, Accounting, or Economics with a GPA of 3.2 or higher. Strong organizational skills, a focus on quality and accuracy, and the ability to work under strict deadlines are essential. Excellent interpersonal skills, the capacity to work effectively as part of a team, and a proactive and positive approach to work are also necessary. Preferred qualifications, capabilities, and skills for this role include leadership qualities, motivation, and a proven ability to deliver results. A strong commitment to client service, a professional and proactive work approach, and adept problem-solving skills are highly valued. Furthermore, strong communication skills, both oral and written, are preferred for this role.,
Posted 1 week ago
3.0 - 7.0 years
0 Lacs
karnataka
On-site
The Marketing Operations & Client Service role is a crucial position within the Marketing Department, responsible for bridging the gap between marketing strategy and execution while ensuring high levels of client satisfaction. This role involves optimizing marketing processes, managing marketing technology, and acting as a key contact point for both internal stakeholders and external partners. The primary objective is to facilitate smooth campaign delivery and efficient communication of marketing initiatives and results. In terms of Marketing Operations, you will be tasked with overseeing the day-to-day functions of the marketing department to ensure operational efficiency and effectiveness. This includes managing and enhancing the marketing technology stack, implementing standardized workflows and best practices, maintaining data integrity within marketing databases, monitoring budgets, and coordinating with internal teams to align marketing efforts with overall business goals. Furthermore, you will be responsible for managing vendor relationships, developing marketing calendars, analyzing performance data, and implementing optimization strategies. Regarding Client Service, you will serve as the main point of contact for internal stakeholders, effectively communicating marketing strategies, gathering feedback for continuous improvement, and coordinating with external agencies and partners to ensure timely asset delivery and brand guideline adherence. Additionally, you will manage client relationships for specific marketing initiatives, prepare and present marketing reports to internal stakeholders, and address any marketing-related inquiries or issues promptly and professionally. To qualify for this role, you should possess a Bachelor's degree in Marketing, Business Administration, Communications, or a related field, along with 3-5 years of experience in marketing operations, project management, or client service, preferably within the hospitality or service industry. You should have a strong understanding of marketing principles and digital marketing channels, proficiency in marketing automation platforms, CRM systems, and project management tools, excellent organizational and communication skills, and the ability to collaborate effectively with cross-functional teams. An analytical mindset, proactive problem-solving abilities, and a customer-centric approach are also essential for success in this role. This is a full-time position that requires in-person work during day shifts at ORO The Estate in Bangalore Nandi Hills.,
Posted 2 weeks ago
8.0 - 12.0 years
0 Lacs
uttar pradesh
On-site
As a Senior Sales Manager at Suncity Projects Pvt. Ltd., you will play a pivotal role in driving the sales strategy and execution for our residential portfolio in Vrindavan and surrounding key markets. Your expertise in residential real estate sales and leadership skills will be crucial in achieving sales targets and managing a high-performing team. Your responsibilities will include developing and implementing robust sales strategies in alignment with business objectives, mentoring and leading a team of sales professionals, and ensuring exceptional client service throughout the sales lifecycle. Building strong relationships with brokers, channel partners, HNIs, and institutional clients will be essential, along with collaborating cross-functionally with marketing, product, and project teams for cohesive execution. To excel in this role, you should have a Bachelor's degree in Business Administration, Marketing, Real Estate, or a related field, with an MBA being preferred. With 8-10 years of experience in residential real estate sales, particularly in large-scale developments, you should have a proven track record of leading sales teams and driving consistent business growth. Your deep knowledge of residential real estate markets, consumer behavior, and regulatory aspects will be advantageous, along with strong interpersonal, negotiation, and leadership skills. Proficiency in CRM systems, Microsoft Office, and sales analytics tools is expected, and your strategic thinking, high integrity, and commercial insight will set you apart. Additionally, you will be responsible for analyzing market trends, generating detailed sales reports and forecasts, and representing the company at industry events and key stakeholder meetings. Joining Suncity Projects Pvt. Ltd. will offer you the opportunity to be part of a reputable and growing real estate organization, lead marquee residential projects in high-potential markets, and thrive in a dynamic and professional work environment that fosters growth and innovation.,
Posted 2 weeks ago
5.0 - 9.0 years
0 Lacs
maharashtra
On-site
As a Team Lead in Investment and performance reporting at Private Client Resources (PCR), you will contribute significantly to ensuring timely and accurate reports and data for clients while collaborating with internal PCR teams. PCR is a rapidly growing global FinTech company dedicated to revolutionizing the management of financial assets for wealthy families and their advisors. Trusted by over 250 firms globally, including prominent private banks, advisors, wealthy families, and wealth-tech firms, PCR delivers a secure and scalable technology platform to consolidate and share data from numerous financial institutions. Your role as a Reporting Lead at PCR involves upholding a high level of client support, coordinating with various departments, and streamlining processes to meet client specifications. Working as part of a global team, you will collaborate with PCR teams and major financial firms worldwide to deliver a best-in-class client experience. From producing prescribed reports to documenting processes and addressing client needs, you will strive for client satisfaction across a range of client complexities. You will be responsible for managing client reporting and workflows, internal coordination with PCR resources, and overseeing internal reporting and task management. Your day-to-day activities will involve collaborating closely with client-facing teams to deliver accurate end investor reports, managing cross-departmental requests, and ensuring operational efficiency. Collaborating with PCR's client-facing service, operational, and technology teams, you will oversee internal coordination, client reporting, and data support, client request documentation, issue resolution, cross-functional collaboration, and product development support. A successful candidate for this role would possess a graduate degree in finance or a related field with 5-8 years of experience in financial services or wealth management. Strong preference will be given to candidates with back-office experience in Portfolio Accounting and/or Performance Reporting applications/software. Your strategic thinking, problem-solving skills, client-centric approach, effective communication, team collaboration, back-office investment support experience, and analytical abilities will be crucial in delivering exceptional client service and supporting PCR's global operations. This role offers opportunities for growth into more senior client-facing roles and supervisory positions within PCR, providing valuable skills transferable to other areas of the organization. PCR's culture fosters continuous improvement, values self-starters, learners, and team players, and is committed to diversity, inclusion, and employee success. By joining PCR, you will be part of a team that appreciates personal and professional growth, offers competitive compensation and benefits, training, advancement opportunities, flexibility, work-life balance, and a safe and inclusive work environment. Please note that Mumbai-based candidates are preferred for this position.,
Posted 2 weeks ago
15.0 - 19.0 years
0 Lacs
karnataka
On-site
As the Tax Operations India Lead at Deutsche Bank AG, your primary responsibility will be to manage and support all operational tax processes for the bank and its associated entities, ensuring compliance with global tax regulations. You will be overseeing various sub-processes such as Transactional Taxes, Cost Basis, Derivative Tax, FATCA & CRS, Tax Due Diligence (TDD), Regulatory Reporting, Audit and Risk Management. Leading the India-based Tax Processing team located in Pune, Bangalore, and Jaipur, you will play a crucial role in the global delivery model. With India accounting for 71% of the global Tax Operations headcount, your leadership will be instrumental as you manage a team of 97 out of 136 Full-Time Employees based in India. In this role, you will be expected to stay updated on market and regulatory changes impacting tax operations, manage risk and control indicators, lead initiatives for regulatory compliance and process enhancements, engage with senior stakeholders, oversee tax processing activities, provide leadership to the team, ensure effective client service, optimize processes for efficiency, and collaborate with global operations teams. To excel in this position, you must have a graduate degree with over 15 years of experience in the Banking and Finance industry, deep technical knowledge of global tax regulations, strong understanding of regulatory trends and business banking products, proven ability to manage competing priorities, effective communication skills, demonstrated leadership capabilities, analytical mindset, and proficiency in project management and process optimization. Deutsche Bank offers a range of benefits including a best-in-class leave policy, gender-neutral parental leaves, sponsorship for industry relevant certifications, comprehensive insurance coverage, employee assistance program, and more. You will also receive training, coaching, and support to excel in your career within a culture of continuous learning and collaboration. If you are a self-motivated individual with strong leadership skills, a proactive approach to problem-solving, and a commitment to excellence, we welcome your application to join our inclusive and empowering work environment at Deutsche Bank Group.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
karnataka
On-site
About Smith & Howard: Founded over half a century ago, on the guiding vision of Jim Howard and Joe Smith, Smith + Howard has grown into a family of companies serving clients across the globe through tax, accounting, and advisory solutions. The company is dedicated to empowering businesses and individuals to achieve their financial goals through personal and responsive client service. Smith + Howard has helped numerous entrepreneurs find success and build thriving businesses. At Smith + Howard's integrated Indian hub in Bengaluru, Smith + Howard Advisory LLC focuses on ushering in the next wave of innovation in the accounting industry. If you are eager to work on challenging projects in the global audit, tax, and accounting space, this is your chance to join a truly remarkable team. Job Title: Assurance Senior Summary: We are looking for an Assurance Senior to join our dynamic team at Smith + Howard. In this role, you will be responsible for providing high-quality assurance services to our clients, supporting the planning and preparation of workpapers, and identifying opportunities to add value for clients. You will demonstrate a professional interest in ensuring that our clients receive exceptional service, contributing to the firm's reputation as a trusted advisor. This position offers ample opportunities for career advancement in a growing firm with a strong local presence and national reach. Key Responsibilities: Client Service and Engagement Management: - Adhere to the professional ethics of the firm and the applicable regulatory bodies. - Follow firm policies regarding client confidentiality and information handling. - Actively contribute to providing clients with personalized, high-quality service. - Plan and prepare audit workpapers, ensuring the accuracy of client financial records. - Analyze and update client financials, gaining a comprehensive understanding of their business operations. - Identify areas for improvement in client processes and suggest value-added recommendations. - Review and supervise staff accountants to meet budget goals and quality standards. - Stay current on developments and research relevant technical issues in the assurance field. - Identify potential problem areas and propose practical solutions to Managers and Partners. - Ensure assigned chargeable hour goals are consistently met. - Participate in internal training sessions for professional development. - Pass the CPA exam if not already completed. Team Leadership and Mentoring: - Provide guidance and mentorship to junior staff, interns, and new team members. - Participate in recruiting activities to attract and hire talent for the firm. - Assist in the development of training materials and deliver in-house training sessions. Communication and Client Interaction: - Effectively communicate with clients and internal teams to ensure smooth project execution. - Serve as a primary point of contact for clients during audits and assurance engagements. - Document client issues and communicate potential solutions to Managers and Partners. - Maintain ongoing communication with clients to ensure satisfaction and identify opportunities for additional services. Position Requirements: Education and Experience: - Bachelor's degree in Accounting, Finance, or a related field. - CPA license is strongly preferred. - Two to five years of public accounting experience, preferably in assurance services. - A solid understanding of accounting procedures, GAAP, and financial reporting standards. Technical Skills and Competencies: - Proficiency in Microsoft Office applications. - Strong organizational skills and ability to manage multiple priorities. - Excellent verbal and written communication skills. - Strong analytical skills and attention to detail. - Ability to work efficiently under deadlines in a fast-paced, team-oriented environment. Additional Requirements: - Ability to perform detailed work and analyze complex financial data. - Strong client service orientation. - Ability to meet deadlines and manage time effectively. - Willingness to continue professional education and pass the CPA exam if not already completed. Working Conditions: - Operates in a professional office environment with occasional travel to client sites. - Some overtime may be required during peak seasons. - Ability to adapt to changes in project scope or client needs. Benefits: - Competitive salary and performance-based bonuses. - Health insurance and other employee benefits. - Continuing professional development opportunities. - A collaborative and supportive team culture that fosters growth and development.,
Posted 2 weeks ago
1.0 - 5.0 years
0 Lacs
kozhikode, kerala
On-site
SkyBook Global is a Travel BPO & Digital Marketing, Web Development company based in Kozhikode, specializing in innovative Travel Outsourcing & Travel Consulting Services. We aim to enhance the travel experience for our clients and their customers. As a Digital Marketing Executive at SkyBook Digital, you will be responsible for managing and coordinating digital marketing campaigns for clients. This full-time, on-site role involves understanding client needs, implementing marketing strategies, and ensuring high-quality customer service. Your responsibilities will include acting as the primary point of contact for clients, communicating to understand their creative needs, translating requests for the creative team, managing project timelines, tracking progress, developing social media posts, maintaining client records, and assisting with client onboarding. You will also participate in team meetings and brainstorm creative solutions. To qualify for this role, you should have excellent communication skills, hold a Graduate degree, and possess at least 1 year of experience in client service or project management, preferably in digital marketing. Strong organizational skills, proficiency in project management tools and CRM systems, attention to detail, and a commitment to quality and timely deliverables are essential. This is a full-time position with a day shift and morning shift schedule, requiring in-person work at the specified location.,
Posted 2 weeks ago
6.0 - 10.0 years
0 Lacs
maharashtra
On-site
As a Director in WM Operations - Estate and Inheritor Operations (EIO) team within Product Operations and Services (PO&S) under Wealth Management Operations at Morgan Stanley, you will play a crucial role in developing talent, optimizing operational performance, and driving process enhancements to directly support clients and internal stakeholders. In this position, you will partner with business units across the Firm to support financial transactions, implement effective controls, and develop client relationships. As a Team Manager at the Director level, you will be responsible for providing transaction support and managing post-execution processes. Your responsibilities will include developing staff, leading projects, setting direction and expectations for your team, contributing to business plans, managing relationships with various stakeholders, ensuring team performance meets SLAs and KPIs, overseeing risk controls, and fostering an environment of continuous improvement. To excel in this role, you should possess strong relationship-building skills, commercial acumen, experience in managing teams and reducing operational risk, and the ability to work in a fast-paced environment. Additionally, you should have experience with estate and beneficiary services, exposure to legal probate and estate documents, and project management skills. At Morgan Stanley, you can expect a commitment to maintaining first-class service, high standards of excellence, and a supportive and inclusive environment where all individuals can maximize their full potential. By joining Morgan Stanley, you will have the opportunity to work alongside diverse and talented individuals, supported by attractive employee benefits and perks. Morgan Stanley is an equal opportunities employer that values diversity and inclusion, recruiting, developing, and advancing individuals based on their skills and talents. Join us to be part of a culture that fosters collaboration, creativity, and continuous growth.,
Posted 2 weeks ago
8.0 - 12.0 years
0 Lacs
maharashtra
On-site
You will be joining our team as a Vice President in ISG Equity Operations, where you will be responsible for supervising and leading the GCM Syndicate Operations team. This team supports the global GCM businesses and the related regional Syndicate Operations teams in Europe, APAC, and North America. As part of the Operations division, you will partner with the GCM business units to support financial transactions, implement controls, and develop client relationships. This is a Team Manager position at the Vice President level, overseeing the successful execution of high-value GCM premier transactions such as Primary IPO offerings, large secondary equity block, follow-ons, and debt issuance. Your role will involve front to back operational processing, risk governance, and specialized support for complex GCM trades. The Mumbai Syndicate Operations team, where you will be based, consists of nine full-time staff responsible for middle office functions for Equity and Fixed Income GCM products. As Syndicate Operations handle material non-public information (MNPI), the team members are private side employees. You will work closely with global counterparts in NY, Baltimore, Frankfurt, Hong Kong, Tokyo, and London. In this role, you will develop staff, lead projects, control resource deployment, and own management tools/methods. You will set direction and expectations for your team, define training plans, and contribute to business plans for the area. Building and managing relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contacts will be crucial. You will oversee global Syndicate Operations functions supporting all GCM regions and collaborate with the global Syndicate operations leadership team on strategic automation and capacity objectives. To excel in this role, you should have strong relationship-building skills, commercial acumen, experience in managing teams, enhancing control, reducing operational risk, and effective communication skills. It is expected that you have at least 8 years of relevant experience to meet the demands of this position. At Morgan Stanley, we are committed to upholding our values and providing exceptional service. Our diverse and talented workforce is supported and empowered, with ample opportunities for growth and development. We foster a culture of inclusion and equality, where individuals from various backgrounds come together to achieve success. Join us to work alongside the best and the brightest, in an environment that values collaboration, creativity, and continuous improvement.,
Posted 2 weeks ago
4.0 - 8.0 years
0 Lacs
haryana
On-site
The Office Administrator at GLG will be responsible for coordinating office activities and operations to ensure efficiency and compliance with company policies. You will schedule meetings, answer phones, maintain records, manage inventory, order office supplies, plan events, and implement administrative projects. Additionally, you will develop administrative staff, manage parking and events, serve as a liaison with technical support staff, prepare agendas, assist in report preparation, and maintain rapport with customers and employees. Your role will also involve guiding employee actions, maintaining work continuity, and updating administrative policies. You will work from 12:00 PM to 21:00 IST, five days a week. The ideal candidate should have a Bachelor's degree, at least 4 years of relevant office administrative experience, proficiency in MS Office, excellent communication skills in English and the local language, high energy, professionalism, and the ability to handle interactions with professionalism. You should be dependable, self-motivated, detail-oriented, proactive, and able to multitask and prioritize effectively. Strong initiative, the ability to read people, and interact with employees, executives, and clients at all levels are essential. GLG is a global insight network connecting clients with experts across various fields. The company's compliance framework ensures structured and transparent learning in line with professional ethical standards. Visit www.GLGinsights.com to learn more about GLG.,
Posted 2 weeks ago
2.0 - 6.0 years
0 Lacs
pune, maharashtra
On-site
As a Back Office Operations professional at Artharthi Services Pvt Ltd, your primary responsibility will be to execute and monitor client transactions in Mutual Funds, Bonds, and Insurance. You will be tasked with preparing review reports using software and Excel for Existing Clients. Additionally, you will need to demonstrate a strong understanding of client service queries and ensure timely responses to address them. Your role will also involve proactive follow-ups with clients for onboarding and orientation purposes. Artharthi Services Pvt Ltd is a Holistic Wealth Management Company dedicated to long-term wealth creation and the overall financial well-being of its clients. We specialize in advising on various investment products, goal-based financial planning, and risk management strategies.,
Posted 2 weeks ago
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