172 Client Service Jobs - Page 7

The incumbent shall be responsible for the following: - Meets assigned both Revenue Target & contribution target from Direct clients Customer service skills - conversion of queries & accuracy in quotes Complying with all extant policies / norms of the company / applicable statutory regulations. Timely completion of all travel formalities of all the booked clients and On time collection of the payments whereby ensuring complaint free service to the customers Track activities of competition in his/ her area of control and proactively initiate counter measures to retain or better mar ket performance. Help subordinates to be more self-reliable, efficient, disciplined, and motivated for their development. Ensure training of staff at regular intervals to ensure that they are competent with product knowledge & selling skills. The above list is only indicative and not exhaustive. Last date to apply: 20.06.2025

JOB SUMMARY: Talent Development & Management strives to advance a culture of continuous, self -directed development where high quality, relevant learning opportunities are available where you need it and when you need it. We develop core competencies in our people that are essential to being a First- Choice Advisor. Our capability teams are key strategic partners with the business areas they support. The TDM Business Partner Senior Associate (senior associate) will support the identification and development of learning and performance-related business initiatives. This includes working closely with the TDM Manager, key stakeholders and subject matter experts in analyzing, designing, developing, implementing, facilitating and evaluating the business talent development plan. Primary responsibilities include conducting needs assessments, designing learning curriculums, facilitating courses, and working with subject matter experts to develop content - all of which include education, experiences, exposure and environment. The senior associate will also work on special projects related to a line of business learning strategy as well as enterprise initiatives that support the firm, talent, and TDM strategies. This position will work closely with the broader TDM team to ensure one firm needs are addressed (consistency across TDM teams, as appropriate), as well as leveraging instructional design and technological solutions. Coordination with various departments and other resources within the organization is required. Essential Duties: Gathers data and conducts initial analysis on data to offer insights or recommendations on solution effectiveness or other decisions. Provides critical leverage in advising, developing, planning, executing, facilitating and evaluating the practice and program curriculum to support the Firm, business partner, talent, and learning strategies. Responsibilities include but are not limited to: Serving as a learning advisor to leaders, subject matter experts, curriculum owners, and developers to uncover and define learning needs and design appropriate learning and development solutions that address the needs of the business Leading project teams Working closely with key stakeholders to support the overall success of the learning and development plans Facilitating sessions for professional or core skill courses for all levels, in small or large group settings Observing training, reviewing facilitator and program evaluations. Summarizing, providing feedback and offering creative solutions for enhancements, as appropriate. Responsible for creating and executing a project plan including the development of timelines in sufficient detail to meet established deadlines, course goals, and NASBA requirements. Resolves and/or escalates issues in a timely fashion. Works closely and collaborates with other TDM senior associates on topics common to all Business Partners and/or TDM as a whole. The TDM senior associate team identifies issues and opportunities for common understanding, recommends and implements best practices, works on TDM projects either as self-identified or assigned by the TDM Leadership team and creates a sense of unity and teamwork within the TDM team as a whole. Other duties as assigned. Minimum Qualifications: EDUCATION/CERTIFICATIONS Required: Bachelor's degree or equivalent experience Preferred: Degree in education, instructional design, human resource development, or related area; master's degree; CPA a plus TECHNICAL/SOFT SKILLS Required: Proficiency with PowerPoint, Word, Excel and SharePoint Basic knowledge of instructional design principles Strong skills in these areas: Facilitation/presentation skills Interpersonal and communication (verbal and written) Problem solving Organizational and time management Project management Ability to respond and be adaptable to changing priorities Preferred: Intermediate knowledge of instructional design principles Evaluation design and assessment skills Content knowledge in or experience working with experts in assurance, tax or consulting EXPERIENCE Required: 4+ years relevant experience Practical knowledge of learning implementation and employee development Managing projects and stakeholders Client service and issue resolution Compiling and reviewing data to recommend business decisions Preferred: Experience in instructional design Experience in professional services industry LEADERSHIP SKILLS Required: Ability to work with individuals from multiple levels within the organization. Ability to manage multiple projects, plan project timelines, and lead projects to completion Ability to provide and receive feedback

Perform backend administrative tasks, including data entry, record maintenance, and document management. Assist in the preparation and distribution of reports and documentation. Provide timely and effective support to clients via phone, email, and chat. Troubleshoot and resolve client issues, escalating when necessary. Collaborate with internal teams to ensure seamless client service. Maintain up-to-date knowledge of company products, services, and policies. Monitor and manage client accounts and ensure accurate information is maintained. Contribute to the development and improvement of support processes.

Serving Clients: Single Point of Contact (SPOC) for all clients to be handled & performing all day-to-day tasks as mentioned in SLAs (Service Level Agreements) / contracts of these clients. These tasks include but not limited to planning out campaigns, handling email design & HTML requirements for email campaigns, coordinating the execution of daily campaigns & monitoring the results. Evaluation of business offerings that needed to be promoted & coordinate all request and campaigns with the external and internal teams. Email Marketing Strategy, Campaign Management & Execution: Assisting the client in planning out their email marketing activity for the month with idea generation for new content buckets (like contest) as well as the flow strategy of all emails (when a certain email will go out in relation to others). Managing the campaigns by making sure the creative, content & execution/deployment was taken care of. The deployment of email campaigns will be carried out by operations team with close supervision from you to ensure everything went without any mistakes. SMS Marketing Strategy and Execution: Assisting the clients in planning out their SMS marketing activity for the month with idea generation as well as the flow of SMSs (when a certain SMS will go out in relation to others). Managing the campaigns by making sure the SMS content & execution/deployment was taken care of. The deployment of SMS campaigns will be carried out by operations team with close supervision from you to ensure everything went without any mistakes. Developing Marketing Strategy for Multiple Channels: Brainstorm ways to spread the marketing communications across multiple channels & unifying them with a clear messagingstrategy. Present Pitches to Clients including Cross-Selling & Up-Selling: Tactically communicating the additional services that KENSCIO offers & attempting to persuade the clients into pursuing those avenues further. For example, if a client is utilizing only email services, you need to cross-sell Email Analyst (An email intelligence tool), RTP (Real Time Personalization), SMSService, WhatsApp Service etc. Marketing Campaign Analytics: Preparing & overseeing the creation of reports, briefs & presentations on performance. Keeping a close watch on the metrics & performance of all activities. Sharing monthly & quarterly performance-based reports to clients & internal management/reporting manager. Achieving the Target set: Annual Targets will be set based on the clients you will be handling that will have to be met. Roles and responsibilities: Strong interpersonal & communication skills. Ability to meet under pressure and meet revenue targets. Reporting and documentation. Track usage and build great relationships with clients. Skills Required: Overall 2+ years of proven working experience in the Digital World. Having at least 1-year of experience in Email Marketing. Should have a digital background & knowledge about the digital industry. Having strong experience in client facing or have worked in a digital marketing agencybefore directly dealing with clients in the field of Digital Marketing. Strong teamwork skills, excellent communication, and interpersonal skills. Ability to understand clients requirements clearly & conveying the same precisely & concisely to internal teams & getting the jobs done in time. Capability of building strong relationships with clients. Should have a very clear understanding and knowledge of the digital space and the nature of services and solutions that can be offered on this medium. Clear understanding of the capabilities of web technologies and how they can be utilized to develop custom solutions for clients. Strong analytical skills and data-driven thinking. Up to date with the latest trends and best practices of email marketing. Agency experience handling various client projects across digital channels will be a plus. Good in MS-Excel & MS-PowerPoint. Having a good presentation skill.

Job Summary To provide and ensure the timely and high-quality service and deliverables to leading private equity and funds clients under the guidance and direction from supervisors, allocated to you on a regular basis. Concentrates on delivering consistent results by focusing mainly on preparation of core processes, low complex ad hoc work and minimal client requirements.Performs self-review of core processes to demonstrate self-awareness in gaining productive insights into professional and personal strengths and areas of development. Support with the review and sign off NAV and Financials of the private equity funds that include recording journal entries, preparing monthly/quarterly/annual financials, processing payments, preparing investor notices and various client reporting. Support with the review of capital call and distribution workings along with notices and release to respective investors. Assist with conversion of Private Equity Funds from other accounting applications to Investran. Assist with onboarding new Private Equity Funds in the accounting platform (Investran, Paxus). This entails assisting in all reporting requirements, such as but not limited to financial statements, working papers/ management accounts, partner statements and ad-hoc client deliverables. To assist in various accounting and administration processes and conduct all work in accordance with IQ-EQ India Global Client Delivery's policies and procedures. Core Responsibilities Responsible for the preparation of Financial Statements with Disclosures, NAV reporting and other ad-hoc service requests for funds clients. To ensure all deliverables are timely and accurate Acquiring knowledge of designated clients requirements and deliverables. Ensure compliance by following procedures and checklists following SSAE and other similar statutory requirements Proactively seeks adequate training, feedback and support in both technical and non-technical aspects of the role Tasks & Duties Cluster Client Delivery Acquires knowledge and understanding of the clients agreements, Scope of Work (SOW), SLA's and other necessary information needed to prepare deliverables. Ensures complete information, data, supporting documents, etc. are received for the preparation of the needed requirements.To acknowledge or to escalate the completeness of the information, data, supporting documents, etc. to the Senior Accountant. Delivers consistent and quality information within the agreed timeframes. Prepare, complete, and ensure the quality of the assigned clients deliverables within the agreed timelines. To be knowledgeable with the components of the reports generated by the appropriate platform/s. To be able to review outputs and all other deliverables prepared. To address review comments. Takes ownership, prepares and replies to cluster/Client/Investor's queries within 24 hours. Escalates any job-related issues and concerns to the appropriate authorities in a timely manner. Provides support to the rest of the team and other teams, as needed. Workflow Management Ensures timesheets are completed daily and accurately filed for all hours worked knowledge and understanding of the clients agreements, Sets up, monitors, updates and closes all deliverables via the workflow planner Systems Understands and uses best practice on accounting platform/s. Understands and becomes knowledgeable on how to generate reports using reporting platform/s. Risks Ensures relevant procedures, checklists and SSAE requirements are adhered to and completed to mitigate errors. Reports any breaches, complaints or errors to appropriate authorities in a timely manner. Assists in the preparation of error reports, identifies the areas of operational risk and participates in proposing appropriate remedial actions within 24 hours of identifying the error. Other May undertake any additional tasks and/or responsibilities as part of their professional development which may or may not be related to their specific function. Escalates any other work-related issues and concerns to the appropriate authorities in a timely manner. Key behaviours we expect to see In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following: Demonstrates Self-Awareness - Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses. Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm Being Resilient - Rebounding from setbacks and adversity when facing difficult situations Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences Customer Focus - Building strong customer relationships and delivering customer-centric solutions Self-Development - Actively seeking new ways to grow and be challenged using both formal and informal development channels Plans & Aligns - Planning and prioritizing work to meet commitments aligned with organisational goals Manages Conflict - Handling conflict situations effectively, with a minimum of noise Interpersonal Savvy - Relating openly and comfortably with diverse groups of people Organizational Savvy - Manoeuvring comfortably through complex policy, process and people-related organisational dynamics

Job Summary: Are you inquisitive, creative, hardworking, and driven? If you are, we are looking for a Senior Research Executive (Senior Client Service Manager) to be part our team passionate about bringing compelling levels of insights to our partners, and ensuring the long-term revenue growth for Kantar Worldpanel India. This is an exciting role which will provide you with a blended development focus from on-the-job experience, exposure and exchange of knowledge with others, and more formal education as you look to take the next step in your career WHAT YOUD DO: - Researchers are expected to dig deep into the data using the enquiry software to extract incisive and business-oriented analysis - Prepare and deliver presentations, build category, cross-category and industry knowledge from project to project making sure previous learning is built upon and shared fully Initiate and build client relationship, handle daily client requests, and anticipate client demands to proactively find solutions. - Coordinate relevant training activities for clients to provide them with deep understanding of consumer behaviors. - Assist line managers in identifying further opportunities within client portfolio to generate business revenue streams - Ensure regular deliverables are dispatched on time and accurately by line reports or support departments - Responsibilities will also include: Writing Research Proposals Developing Questionnaires Interacting with the Field Briefing Analytics about the data processing requirements. WHAT YOUD BRING: 2-4 years working experience in Research, Marketing or Advertising ideally in FMCG industry A curious mentality and unafraid to have a point of view. Strong numerical and analytical skills which can be applied in a commercial context with a keen interest in analysing data to provide recommendations and insight. Professional and courteous in manner, dedicated to providing a good level of service and motivated to find solutions for problems. Articulate and credible written and verbal communication skills, including good presentation skills. Able to cope well with time pressure and make decisions under complex and fast paced circumstances Be able to work optimally in a team environment Well organized with strong level of time management and the ability to manage and effectively plan workload. Business minded and determined with passion to learn, contribute and to develop. Good command of computer skills.

target base job,field work,customer dealing ,good communication skill Responsibilities: Client Acquisition & Management: Identify and pursue new business opportunities through networking, lead generation, and client referrals. Build and maintain strong relationships with existing clients by providing exceptional service and proactively addressing their needs. Conduct needs assessments and develop customized solutions to meet client objectives. Negotiate and close business deals, ensuring client satisfaction and profitability. Sales & Revenue Generation: Achieve and exceed sales targets and revenue goals. Develop and implement sales strategies to increase market share and expand client base. Monitor market trends and identify new opportunities for business growth. Client Service: Provide ongoing support to clients, including resolving inquiries, addressing concerns, and ensuring their overall satisfaction. Act as a liaison between clients and internal departments to ensure seamless service delivery. Proactively identify and anticipate client needs and proactively address potential issues. Relationship Building: Build and maintain strong relationships with key decision-makers within client organizations. Develop and nurture relationships with industry partners and referral sources. Represent the organization at industry events and conferences.

Description We are seeking a Customer Support Executive to join our team in India. This role is ideal for freshers/entry-level candidates looking to start their career in customer service. The successful candidate will be responsible for providing high-quality support to our customers, ensuring their inquiries are resolved efficiently and effectively. Responsibilities Respond to customer inquiries via phone, email, and chat in a timely and professional manner. Provide accurate, valid, and complete information by using the right methods/tools. Identify and assess customers needs to achieve satisfaction. Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution. Maintain detailed records of customer interactions and transactions. Collaborate with team members and other departments to enhance the customer experience. Skills and Qualifications Excellent verbal and written communication skills in English. Proficient in using customer support software and tools. Strong problem-solving skills and the ability to think analytically. Ability to work in a fast-paced environment and handle multiple tasks simultaneously. Familiarity with CRM systems and practices is a plus. Patience and empathy for customers, with a passion for delivering exceptional service.

About ISG: Wanted: dynamic and creative individuals ready to connect with a like-minded team. Youll enjoy all the autonomy you need to help our clients make their digital infrastructure faster and more effective. Free reign for free spirits doesnt mean youve got to go it alone. Over 1400 teammates from around the globe are eager to help you out when things get down to wire. Their expertise will put you on the winning path and keep you there. So, get ready to kickstart your career with a team thats connected – connected by freedom.: ISG is a leader in subscription research, advisory and strategy consulting services for senior business and IT executives, technology and software vendors and business / IT services providers. Our mission is to help our clients make better business decisions and create new business value through trusted and objective insights into the key market trends and emerging technologies driving real change. Position Summary: The Client Relations Executive will be responsible for providing personalized customer service and support to both information technology outsourcing (ITO) & business process outsourcing (BPO) and telecommunications network service providers through ISG’s Research practice. This role has a formalized career path developed by the ISG Research Executive Leadership team allowing a Client Relations Executive to pursue specific areas of subject matter expertise. These areas pertain to our business, e.g. strategic account development, benchmarking, client renewal efforts, marketing, etc. The career paths may be geared towards those who seek a management or individual contributor role within ISG Research. This role is a critical one to ISG Research’s business and the firm. We seek candidates who have exceptional client facing and time management skills as well as a strong fluency with English. The candidate will be responsible for monitoring and tracking progress of all clients; conduct onboarding sessions, enable client renewals of subscription advisory services; communicate with both internal and external stakeholders, and general support of the Provider Services sales team on related opportunities/questions/issues. The candidate will be required to have knowledge of ISG Research’s products including ISG Momentum services and other related services as they become relevant Roles and Responsibilities: Manage interaction with ISG Research’s existing clients (IT, BPO and Network service providers) Liaison between provider and ISG Advisory community Identify proper usage of momentum services by scheduling advisor briefings and workshop for the clients aligned to client’s objectives of the program Consultatively work with clients to ensure they see value out of their relationship with ISG; conduct on-boarding calls and regular cadence calls Drive and manage monthly/quarterly targets of usage of services per client assigned Provide an overview on ISG Tools, services and offerings purchased and track their usage regularly. Identify concerns of the client, if any. Compile suggestions to improve our products and manage the feedback process. Track and update client activity on a proprietary CRM Tool and create reports on a monthly/quarterly basis. Skills Required: A minimum of 3-4 years ’ experience in Client relationship and account management, marketing, and sales support function. Time management skills - The ability to juggle multiple projects with aggressive deadlines Stakeholder Management - The ability to proactively troubleshoot client issues and work the client to resolve their issues in a satisfactory manner. This includes understanding the client issues, working with internal research and IT team members to resolve the issue, and communicate clearly and positively with the client throughout the process Consultative - The ability to understand the importance of reporting to client measurement programs and to be able to discuss these concepts with clients Adaptive and Collaborative - The ability to work a flexible schedule, collaborating with US and European and APAC regions. Will occasionally require evening work hours Cross Functional Teamwork - Exceptional cross-group collaboration skills with proven track record of breaking down silos and working with others to maximize impact Communication - Excellent written and verbal communication is a must, previous experience in working directly with global clients in the Americas, Europe and APAC will be helpful Education level: Bachelor’s Degree with a diploma in Marketing/Operations At ISG, we don’t just accept difference — we celebrate it, we support it, and we thrive on it for the benefit of our employees, our clients, and our communities. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. ISG is proud to be an equal opportunity workplace and we are committed to creating an inclusive environment for all employees. The more diverse and inclusive we are, the better our work will be. The duties and responsibilities described in this job description may not be a comprehensive list. Additional tasks may be assigned to the employee from time to time and/or the scope of the job may change as necessitated by business demands..

Overview: Deutsche Banks Corporate Bank (CB) a market leader incash management, trade finance & lending, securities services and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutionsacross the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions. Trust and Agency Service (TAS): With offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore and Tokyo, the Trust and Agency Services team at Deutsche Bank has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets. It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency and Depositary Receipts. Summary: The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms. This role is exciting and broad ranging: the successful candidate will have extensive interaction across the transaction value chain and will be a critical component of the end to end service delivery to the client on a day to day basis ensuring all requirements are met in an accurate and timely manner. Duties will include processing client transactions and instructions, maintaining internal systems, producing reports in support of the front office to ensure the client receives the best possible service at all times. The successful candidate will be required to cover European working hours supporting the EMEA business Corporate title will depend on the relative experience of candidate. Your key responsibilities Supporting the Corporate Trust EMEA business across a portfolio of CLO deals within Structured Finance vertical Timely completion of client & deal management system records, for record keeping, document handling and revenue management - ensuring accuracy of data at all times Processing and settlement of deal related transactions - including account opening, payments, investments and securities settlements Interacting with deal parties including swap counterparties to ensure accurate and timely maintenance of deal portfolios and facilitating all necessary payment and reporting obligations Monitor and reconcile client ledgers, bank ledger, fee billing, late payment claims and other operational MIS break reports, providing regular feedback to client services management on all outstanding items Ensuring daily accuracy of all Structured Finance deal portfolios, including loading new assets & maintain existing collateral, swap & liability data in relevant applications, enabling client services account managers to run hypothetical trading scenarios on a timely basis Assistance in the preparation of periodic cash manager, investor and payment date reports and respond to any corporate action event requirements Timely escalation of client or operational problems to team leaders / department head as relevant Supporting fellow team members, team leaders and department head on an ongoing basis Any other duties or ad-hoc projects as required Your skills and experience Relevant experience in a similar role in investment banking or corporate banking administration Experience in CLO administration and/or loan operations A good understanding of the global financial services industry, Fixed income and Debt Capital Markets Familiarity with debt capital markets transaction documentation is advantageous, but not essential A practical knowledge of banking operations and an understanding of SWIFT / payment processing Basic accounting knowledge and / or strong reconciliation skills Experience at interacting widely through a financial services organization The ability to work under pressure, handle multiple priorities and work as part of a team as well as individually Fluent written and spoken English is essential You will be: An effective and concise communicator, both verbal and written Numerate and analytical with strong attention to detail Able to interact with people from different business/disciplines acting consistently throughout the organization. A team player with strong communication skills, a proactive mind-set and a professional attitude to delivery and client-focus Able to work in a challenging and rapidly changing business environment Able to adapt to complex financial and operational matters PC literate with good working knowledge of Microsoft Office products particularly MS Excel. Parts of the role will be using internal systems for which training will be provided Educated to degree level or similar

About this role: Wells Fargo is seeking a Due diligence manager We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Supervise a team of individuals who are responsible for executing activities associated with conducting due diligence reviews of bank customers transactions Oversee a moderate degree of complexity and risk to determine appropriateness of processes to ensure timely completion, quality and compliance Own the client onboarding process and engage with clients, relationship team and third parties Mitigate risk through due diligence process Identify and recommend opportunities for process improvement and risk control development Ensure execution of due diligence programs, processes and control to identify, assess and mitigate risk Manage communication and collaboration with business heads, Legal, Audit and regulators regarding risk management of business specific risk programs Make decisions and resolve issues to mitigate risk via a thorough due diligence process functional area and team to meet business objectives Interpret and develop policies and procedures for functions with low to moderate complexity within scope of responsibility Manage implementation of procedures, controls, analytics and trend analysis to ensure comprehensive research and background investigations Utilize expertise in data collection and sourcing Collaborate and influence all levels of professionals including senior managers Lead a team to achieve objectives Manage allocation of people and financial resources for Due Diligence group Mentor and guide talent development of direct reports and assist in hiring talent Required Qualifications: 4+ years of Due Diligence experience, or equivalent (including risk management, client service, operations support, or business process management) demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Minimum 9 plus years of Banking/Regulatory Compliance industry experience of which 5 years should be as a people manager. University bachelors degree Masters. Ensures the process is in compliance with the firm's investor, legal, regulatory and/or business policies Responsible for hiring, coaching, developing and supervising production, servicing, documentation Analysts. Develops and implements operational, servicing or documentation procedures, methods and work systems. Advanced problem solving, customer service, organizational and written & verbal communications skills. Proficient in MS Office suite. Demonstrates a high degree of reliability, integrity, and trustworthiness in all areas. Candidates should have proven stability record. Proven ability to multi-task and prioritize with attention to detail. Ability to correspond with both internal & external departments, business groups and responding to their questions and concerns with detailed information, while adhering to the firm's policies and procedures. Excellent time management skills and the ability to monitor work in a fast-paced, production-oriented environment. Ability to manage multiple tasks under pressure. Experience of working across one or more geographic territories or regions especially with teams in the US. Exhibits appropriate sense of urgency in managing responsibilities. Fosters team work, maintains & improves team's morale and motivation. Good to have a Certification in AML/KYC. Identify potential show stoppers and escalate to senior management when appropriate Can adapt to changing environments and circumstances. Exhibits commitment to the company.

We are hiring For Top MNC - Designation : Sr. Process Associate Role : Voice Process Location : Bangalore Ctc Upto 4.5 Lpa Sapna-9783067123 Surbhi-78918 04721 Apply to: conversectsbangalore@gmail.com Thanks, Team Converse

We are looking for a highly skilled and experienced Tax Senior to join our team in Mumbai. The ideal candidate will have 2-4 years of experience, a strong background in tax technical knowledge, and excellent communication skills. ### Roles and Responsibility Demonstrate high proficiency in tax technical knowledge. Drive the tax return production process and review all types of tax returns and other deliverables. Develop and supervise staff on technical, client service, and engagement management skills. Assist the Manager in engagement management and communicate directly with engagement teams in other offices. Proactively identify issues and recommend solutions. Coach and mentor team members, facilitating problem-solving and coordination. Serve as a role model and spearhead by example .### Job Requirements Graduates or Post Graduates preferred. Basic MS Office knowledge is desirable. Effective communication skills, including articulation, thoughtfulness, and adapting communications to target audiences. Good systematic, numeric, and teamwork skills. Ability to lead a team and work closely with clients of People Advisory Services within and outside EY. Experience working with diverse teams and geographies, playing a vital role in delivering the EY growth strategy.

We are looking for a highly skilled and experienced professional to join our team as a Director-National-SaT-SaT in Mumbai. The ideal candidate will have 10+ years of post-MBA experience. ### Roles and Responsibility Collaborate with cross-functional teams to deliver high-quality services across multiple client departments. Develop and implement effective solutions to complex problems using practical and insightful approaches. Work closely with market-leading entrepreneurs, game-changers, disruptors, and visionaries to drive business growth. Utilize strong analytical and problem-solving skills to identify opportunities and challenges. Deliver exceptional client service while building and maintaining strong relationships with clients. Stay up-to-date with industry trends and developments to continuously improve skills and knowledge. ### Job Requirements MBA from a reputable institute. Proven track record of delivering results in a fast-paced environment. Strong understanding of financial markets and regulations. Excellent communication and interpersonal skills. Ability to work collaboratively with diverse stakeholders. Practical approach to solving issues and complex problems.

About this role: Wells Fargo is seeking a Due Diligence Associate. In this role, you will: Engage with clients directly or indirectly through relationship managers to support meeting policies or regulatory requirements and focus on client satisfaction Conduct comprehensive research and background investigations on transactions, individuals, entities, organizations or locations to identify and mitigate risks through documenting findings Review basic issues, policies or procedures for which answers can be quickly obtained related to lower risk tasks and deliverables with narrower impact Run periodic due diligence reporting supporting processes reflective of the current business environment Gather and input data utilizing resources to identify documentation required to meet policy or regulatory requirements Receive direction from supervisor and exercise judgment while developing understanding of function, policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 6+ months of experience, or equivalent (including risk management, client service, operations support, or business process management) demonstrated through one or a combination of the following: work experience, training, military experience, education

We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Own client onboarding process to mitigate risk through a due diligence process Participate in conducting less complex client due diligence processes, research and identify opportunities to mitigate risk Consult and provide support to interpret policies, guidelines and governance programs Support business in execution of due diligence reporting processes and controls Review and analyze client onboarding processes or challenges that require research, evaluation, and selection of alternatives Exercise independent judgment to guide medium risk deliverables Aggregate, evaluate and report results and escalate where necessary Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the due diligence function, policies, procedures and compliance requirements Collaborate and consult with peers, colleagues, managers and internal and external customers to resolve issues and achieve goals Required Qualifications: 2+ years of Due Diligence experience, or equivalent (including risk management, client service, operations support, or business process management) demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: ACAMS or other industry Certifications Experience as a QC / Maker / 4-eye reviewer Job Expectations: Conducts reviews of bank customers (individuals/entities), related parties (owners, board of directors, executives) and/or transactions that present a moderate degree of complexity and risk to determine appropriateness for Wells Fargo. Conducts comprehensive research and/or background investigations on individuals, entities, organizations or locations to identify and mitigate associated sanctions, credit, financial crime, and reputational risks and thoroughly documenting findings. Reviews & analyzes due diligence data from a variety of sources to determine overall risk. Screens customers, prospects and/or transactions against various regulatory reporting lists and regionally based sanctions watch lists. Evaluates risks to determine permissibility under sanctions, regulations and/or BSA/AML regulations. Reviews transactions / profiles of high risk customers (e.g. casinos, MSBs, payment processors) to understand controls and activities. Escalates confirmed PEP matches. MRB, Negative News and other risks appropriately. Ensures compliance with guidelines set forth in federal/state anti-money laundering laws and regulations including the Bank Secrecy Act and various sanctions regulations, and in accordance with policy/procedures set by the bank. Consults with peers, line of business managers & other external parties regarding due diligence findings. Develops/delivers procedures or training; or mentors less experienced consultants. Effectively manages work requests to meet performance expectations. Participates in moderate to complex project initiatives as the primary subject matter expert. Experience in Financial Crime Compliance Sanctions Screening (Customer & Transaction), PEP & Negative News Screening Knowledge & understanding of BSA & USA PATRIOT Act, OFAC Sanctions Programs Experience using screening tools like World Check, Lexis Nexis, Dow Jones & RDC Ability to identify red flags and disposition alerts using a risk based approach Eye for detail, prioritization and time management Ability to take initiative and work independently with minimal supervision Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Good customer service skills, team work and stakeholder connect Strong organizational and time management skills with the ability to manage multiple responsibilities and tasks simultaneously Graduate, preferably in Finance / Business Administration Shift time: Flexible 13 May 2025

About this role: Wells Fargo is seeking a Due Diligence Associate. In this role, you will: Engage with clients directly or indirectly through relationship managers to support meeting policies or regulatory requirements and focus on client satisfaction Conduct comprehensive research and background investigations on transactions, individuals, entities, organizations or locations to identify and mitigate risks through documenting findings Review basic issues, policies or procedures for which answers can be quickly obtained related to lower risk tasks and deliverables with narrower impact Run periodic due diligence reporting supporting processes reflective of the current business environment Gather and input data utilizing resources to identify documentation required to meet policy or regulatory requirements Receive direction from supervisor and exercise judgment while developing understanding of function, policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Required Qualifications: 6+ months of Due Diligence experience, or equivalent (including risk management, client service, operations support, or business process management) demonstrated through one or a combination of the following: work experience, training, military experience, education

About this role: Wells Fargo is seeking Due diligence consultant We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Own client onboarding process to mitigate risk through a due diligence process Participate in conducting less complex client due diligence processes, research and identify opportunities to mitigate risk Consult and provide support to interpret policies, guidelines and governance programs Support business in execution of due diligence reporting processes and controls Review and analyze client onboarding processes or challenges that require research, evaluation, and selection of alternatives Exercise independent judgment to guide medium risk deliverables Aggregate, evaluate and report results and escalate where necessary Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the due diligence function, policies, procedures and compliance requirements Collaborate and consult with peers, colleagues, managers and internal and external customers to resolve issues and achieve goals Required Qualifications: 2+ years of Due Diligence experience, or equivalent (including risk management, client service, operations support, or business process management) demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Possess good knowledge in US regulations (Bank Secrecy Act, USA PATRIOT Act and Economic Sanctions laws) Transaction monitoring, QA & QC experience in KYC & Financial crimes workstreams Excellent communication and relationship/partnership building skills. Proficiency in Office Suite (Excel, Word, PowerPoint, Outlook) and SharePoint. Bachelors degree in business, Finance or Economics

India Finance Manager Workplace Dynamics Location: Pune Position Goals Accountable for the successful delivery of a comprehensive range of financial services & support as defined in the Client Contract Manage the day-to-day financial and accounting operations with particular focus on the clients reporting requirements at a local, regional and global level To achieve KPI, financial, and other targets as established for the account Assist in managing budgetary and forecast function Provide oversight of accounts payable and receivable function A strategic partner with the JLL Operations teams as well as with the Client Duties & Responsibilities Business Partnering Support Regional Finance Lead in handling business, operational, financial decision making, risk mitigation Measuring and review of financial KPIs Identify and implement process improvements Support Operations teams to identify and implement cost reduction and quality improvements Support on audits & tax certifications in India Invoice Payments & Billing Approve Purchase Orders in JDE Work with FSC to manage Vendor Payments Work with JBS team on client invoicing Work with Regional Finance Lead to maintain all necessary guidelines and manuals associated with the accounts payable / receivable process Accountable for the timely coordination of the Jones Lang LaSalle invoice processing and monitoring the accounts receivable ensuring management of Jones Lang LaSalle cashflow Financial Planning & Analysis Manage ME process for the portfolio including the management of JDE E1, Corrigo, review ME reconciliations, monthly accruals and working with FSC and operations teams to meet client deliverables Conduct monthly finance reviews with Operation teams Assist Regional Finance Lead with annual client budget & bi-annual forecasts Controls & Compliances; Policies & Procedures & Audit Ensure that appropriate process and systems controls are in place and maintained to guarantee the integrity of all transactions Ensure that all financial accounting and reporting is audit worthy and in keeping with recognized quality management processes Ensure all operation staff are well trained on the financial systems & are effectively able to extract data Key Performance Measures Ensure compliance with all legislative requirements and client contractual obligations; Support Regional Finance Lead in achieving all relevant KPIs throughout the term of the Contract; That the Client Satisfaction review is above Satisfactory; IPMP objectives for client service, self-development, and financial targets are met. What should you be: Act as a role model for Jones Lang LaSalle by behaving consistently and ethically in accordance with the Business Conduct Guidelines; Show initiative; and be self-motivated; Is a team player, regularly contributes to team discussions and problem solving / brainstorming sessions. Able to think strategically and solve problems; Seeks innovation and actively sources opportunities to achieve best results. Listens effectively and communicates through actions and example; Promotes communications within the team and throughout the Client contract. Location: On-site Pune, MH Scheduled Weekly Hours: 48

Skill required: Next Generation Customer Operations - Customer Service Technology Designation: Delivery Operations Associate Manager Qualifications: Any Graduation Years of Experience: 10 to 14 years What would you do? "You will be aligned with our Customer Support vertical and help us in managing/ resolving customers query, handling escalations and complaints of the dissatisfied customers & giving best resolutions. You will also be responsible for closing the fault and complaints within SLA s.a transformation from a necessary function for resolving customer problems into a value- generating service that is a strategic differentiator in the market.Platform and software contact centers use to provide customer support. The quality and capabilities of the technology have a significant impact on both customer and agent experience, as well as contact center performance." What are we looking for? " Empower resources who commits to Client Service Team/Service Delivery Team to work and agrees on deliverables, budget, schedule, dependencies, service levels, other required operating metrics and scope Assign team resources to work on communicating allocated budget, schedule, macro approach and deliverables Empower to make decisions for their team and ultimately is accountable to ensure their team creates their deliverables on budget, on schedule, and with appropriate quality Manage resources to achieve these assignments Track and create/provide team status using standard templates and actively participate in appropriate internal and external status meetings Maintain team's work plan and/or annual plan (e.g. resource assignment changes, schedule changes, completion status etc.) Approve team members time sheets, identify source of any variances and drive plans to correct the same Identify and manage issues and risks and act as an escalation point within the team Work with other delivery managers and project managers to ensure Client Service Team/Service Delivery Team understands their accountabilities towards delivery and to work across the teams as neededCompetency and Skill Management Manage and develop team competency coverage through cross-training, leadership development and succession planning Monitor and manage team goals and performance and ensure team understands how they align and relate to broader business goals and strategiesPeople Development and Management Develop and mentor people, act as a career counselor and create a high performing organization (foster relationships, resolve conflicts etc.) Develop and deliver quality and timely performance feedback, collecting input from all appropriate sources Roles and Responsibilities: In this role you are required to do analysis and solving of moderately complex problems Typically creates new solutions, leveraging and, where needed, adapting existing methods and procedures The person requires understanding of the strategic direction set by senior management as it relates to team goals Primary upward interaction is with direct supervisor or team leads Generally interacts with peers and/or management levels at a client and/or within Accenture The person should require minimal guidance when determining methods and procedures on new assignments Decisions often impact the team in which they reside and occasionally impact other teams Individual would manage medium-small sized teams and/or work efforts (if in an individual contributor role) at a client or within Accenture Please note that this role may require you to work in rotational shifts" QualificationAny Graduation

RRD GO Creative is looking for Customer Service Executives ' with a good understanding of creative services - In this role you will be responsible for: Create project schedules that include Project plan, estimates and resource management Documenting project phases and creating summary reports for stakeholders Identifying project risks and issues before they arise Ability to work independently with minimal managerial supervision Demonstrated understanding of project management concepts Strong knowledge of written and digital project management tools Good communication and interpersonal skills capable of maintaining strong relationships. Strong organizational and multi-tasking skills. Excellent analytical and problem-solving abilities. Team-management and leadership skills PMP, PRINCE or any Project management certification will be an added advantage Requirements for this role include: Relevant experience of at least 5 years. Technical know-how in MS Office Suite Excellent written and verbal communication skills Project Management Client Handling If you are an immediate joiner, please walk-in to the following location - RRD, Floor 6, Prestige Polygon, 471 Anna Salai, Chennai - 35 between 1-2 PM from 14-16 May and request for HR Ritika

ZS is a place where passion changes lives. As a management consulting and technology firm focused on improving life and how we live it, our most valuable asset is our people. Here youll work side-by-side with a powerful collective of thinkers and experts shaping life-changing solutions for patients, caregivers and consumers, worldwide. ZSers drive impact by bringing a client first mentality to each and every engagement. We partner collaboratively with our clients to develop custom solutions and technology products that create value and deliver company results across critical areas of their business. Bring your curiosity for learning; bold ideas; courage and passion to drive life-changing impact to ZS. Our most valuable asset is our people . At ZS we honor the visible and invisible elements of our identities, personal experiences and belief systemsthe ones that comprise us as individuals, shape who we are and make us unique. We believe your personal interests, identities, and desire to learn are part of your success here. about our diversity, equity, and inclusion efforts and the networks ZS supports to assist our ZSers in cultivating community spaces, obtaining the resources they need to thrive, and sharing the messages they are passionate about. Insights & Analytics ZS's Insights & Analytics group partners with clients to design and deliver solutions to help them tackle a broad range of business challenges. Our teams work on multiple projects simultaneously, leveraging advanced data analytics and problem-solving techniques. Our recommendations and solutions are based on rigorous research and analysis underpinned by deep expertise and thought leadership. What Youll Do Leverage quantitative skills to derive answers to clients' ongoing business analytics and reporting questions. Work collaboratively with clients to ascertain the clients specific business information needs. Execute a specific plan for analyzing the data necessary to secure solutions to clients particular business information need(s). Discuss and determine with clients which specific data may be best utilized in order to perform the necessary analysis. Evaluate, assess and analyze the data necessary to provide solutions to the clients particular business information needs. Communicate the data results to the client, with an emphasis on answering the business question as opposed to the analytical and reporting processes used. Gain immediate familiarity with clients internal processes. Develop expertise within a client analytics area. Be available for clients during regular working hours. What Youll Bring MBA with a bachelor's (and often graduate) degree in a quantitative, analytical discipline, such as Operations Research, Applied Mathematics, Management Science, Data Science, Statistics, Econometrics, or Engineering. Alternately, candidates may possess a PhD in marketing, economics, decision sciences or related field with a business application. In lieu of an MBA or PhD, 5-8 years of relevant work experience may substitute. Up to 3 years of post-MBA relevant work experience, and 3-5 years of pre-MBA relevant work experience, with evidence of strong analytic work (including use of advanced modeling techniques and tools such as R, SAS, Tableau, or VBA High motivation, good work ethic, maturity and personal initiative Aptitude for, and enjoyment of, leading and managing teams. Effective oral and written communication skills that enable personal impact with senior-level decision makers. Strong attention to detail, with a quality-focused mindset Analytic problem-solving skills, with a creative and innovative outlook Client service orientation