Corporate Advisory Services Jobs in Mumbai

340 Jobs Found

BT

Company Secretary

Beacon Trusteeship

2-5 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Company Secretary Location: Mumbai | Qualification: CS (Company Secretary) | Experience: 2 5 years of relevant experience Job Overview We are seeking a proactive and detail-oriented Company Secretary to manage corporate governance, compliance, and secretarial functions. The ideal candidate will have experience in listed companies, SEBI compliance, and corporate legal matters, ensuring timely and accurate statutory filings and adherence to regulations. Key Responsibilities ROC Compliance: Ensure timely filing, registration, and submission of documents, forms, returns, and applications with the Registrar of Companies (ROC). Governance: Convene and manage Board Meetings and General Meetings/Postal Ballots, including all pre- and post-meeting formalities. Regulatory Oversight: Independently handle all SEBI compliances and regulatory filings for stock exchanges. Entity Management: Oversee the incorporation and formation of Companies and LLPs, and manage secretarial and compliance audits. Legal Drafting: Draft, review, and vet contracts, legal agreements, deeds, and other corporate documents. Statutory Reporting: Prepare and compile Annual Reports and other mandatory statutory documentation. Capital Markets: Manage formalities for loans against shares; experience in IPO/FPO/Private Placement is preferable. Skills & Competencies Legal Expertise: Strong knowledge of corporate laws, SEBI regulations, and stock exchange compliance. Operational Independence: Ability to work independently and manage multiple complex compliance tasks. Communication: Excellent organizational and team leadership skills with a proactive approach to problem-solving. Industry Experience: Prior experience in listed companies and public offerings is a significant plus. Qualification : CS (Company Secretary)

Company Secretary Company secretary Full-Time Corporate Governance
QA

Wealth Manager - Direct Sales

Quantum Asset Management

4+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Wealth Manager Direct Sales Location: Mumbai Experience Required: 4+ Years Industry: BFSI (Banking, Financial Services, and Insurance) Employment Type: Full Time Job Summary: We are looking for a result-driven Wealth Manager Direct Sales to join our growing team in Mumbai. The ideal candidate will have a strong track record in sales within the financial services industry and will be responsible for client acquisition, relationship management, and achieving revenue targets through direct interactions and personalized wealth solutions. Key Responsibilities: Develop and maintain strong relationships with existing clients to grow wallet share and foster client loyalty. Acquire new clients through personal network, company-generated leads, and references. Meet or exceed monthly and quarterly sales targets for: New investments/inflows Cross-sell and up-sell of financial products Reference and lead generation Regularly connect with clients via calls, meetings, and follow-ups to drive engagement and conversions. Maintain consistent daily/weekly/monthly contact goals with leads and clients. Provide accurate and timely updates on client interactions, leads status, and follow-ups using prescribed reporting formats. Maintain a deep understanding of financial products (mutual funds, insurance, fixed income, etc.) to offer customized solutions. Key Skills & Competencies: Excellent verbal and written communication skills Strong sales acumen and a passion for client servicing and relationship building Self-motivated and result-oriented with the ability to work independently Comfortable handling a wide range of client profiles and understanding their financial goals Strong time management and follow-up discipline Willingness to continuously learn and stay updated on financial products and market trends Qualifications: Graduate (any discipline) a background in Finance will be a plus NISM Certification (mandatory) preferably in Mutual Funds or Investment Advisory Preferred Experience: Minimum 4 years of proven success in direct sales within the financial services or wealth management domain Exposure to a range of investment products and advisory services

Wealth Manager Wealth manager Sales Manager sales
IF

Relationship Manager NRI

Idfc First Bank

5-10 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Job Title: Relationship Manager NRI Department: Retail Banking Location: Mumbai Experience: 5 to 10 Years (Relevant Branch Banking Experience) Education: Graduate (Any discipline); Postgraduate preferred Job Purpose: The Relationship Manager NRI is responsible for acquiring new-to-bank NRI customers and deepening existing relationships through tailored financial solutions. This role plays a key part in enhancing customer engagement, cross-selling banking products, and ensuring world-class service delivery. The role demands close coordination with internal teams like product and operations to create seamless customer experiences, aligned with the overall goals of the branch banking division. Key Responsibilities: Customer Acquisition & Relationship Building Acquire NTB (New-to-Bank) NRI customers through referrals, networking, and targeted sales efforts. Build long-term relationships by understanding customer needs and delivering personalized banking solutions. Expand existing customer relationships by penetrating group or family accounts. Sales & Product Advisory Cross-sell relevant banking and investment products based on customer profiling and financial needs. Promote new product offerings or enhancements to deepen wallet share. Ensure proactive engagement and advisory support to retain high-value NRI clients. Customer Service & Experience Provide timely resolution of customer queries and complaints, ensuring high satisfaction. Track service turnaround times and ensure all service requests are fulfilled as per SLA. Collaborate with the Senior Relationship Manager NRI to maintain a best-in-class service model. Internal Coordination Work with product, operations, and compliance teams to ensure smooth transaction processing and service delivery. Maintain accurate and updated relationship records for all assigned customer accounts. Sales Strategy & Initiatives Assist in designing and executing special sales campaigns, customer meets, and NRI engagement events. Provide market intelligence and competitor insights to enhance acquisition and retention strategies. Suggest process improvements to enhance service quality and operational efficiency across the branch. Skills & Competencies: Strong relationship management and interpersonal skills Knowledge of NRI banking products, regulatory norms, and global remittance platforms Ability to communicate effectively and persuasively Goal-oriented, self-motivated, and customer-centric High integrity and adherence to compliance guidelines Qualifications: Graduate in any discipline (mandatory) Postgraduate or MBA (preferred) Experience Required: 5 to 10 years of experience in branch banking, preferably in NRI customer management Summary: The Relationship Manager NRI plays a strategic role in acquiring, retaining, and growing NRI client relationships through superior customer service, product advisory, and process excellence. As a key driver of branch performance, the incumbent will work closely with cross-functional teams to achieve business targets while ensuring regulatory compliance and customer satisfaction. Qualification : Graduate (Any discipline); Postgraduate preferred

Relationship Manager Relationship manager NRI Full-Time
AP

Assistant Manager - Shared Services

Asian Paints

5+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Assistant Manager - Shared Services Location: Mumbai Area of Work: Corporate Finance Job Purpose The Assistant Manager - Shared Services will be responsible for ensuring the efficient management of Accounts Payable processes in compliance with applicable regulatory and statutory guidelines. This role will focus on improving operational efficiencies, automating processes, and driving commercial compliance, while also fostering team development and talent management. Key Responsibilities Operational Responsibilities Ensure compliance with Service Level Agreements (SLAs) and maintain high standards in Accounts Payable processes. Adhere to company policies and guidelines to ensure accuracy and consistency in financial operations. Ensure adherence to Indirect and Direct Taxation Laws and Accounting Standards during financial operations. Take a customer-centric, solution-oriented approach to addressing and resolving process challenges. Process Improvement & Automation Lead initiatives aimed at improving commercial compliance across the organization, ensuring efficiency in financial transactions. Identify and implement opportunities to automate processes, streamlining workflow and enhancing overall team and process efficiency. Drive process improvements to reduce operational bottlenecks and ensure smooth execution of financial processes. People Management & Development Upgrade team skills and support the ongoing development of team members to meet current and future business needs. Identify high-potential talent within the team and develop them for roles at the next level of responsibility. Foster a collaborative, high-performance team culture focused on continuous learning and improvement. Qualifications & Experience Essential Education: B.Com / M.Com Experience: Minimum of 5 years in a manufacturing industry or shared services setup for B.Com/M.Com candidates, or 3-5 years for candidates with an MBA / CA Inter / CMA. Desired Education: MBA from a tier II institute, CA Inter, or CMA Qualification : MBA from a tier institute, CA Inter, or CMA

Assistant Manager Assistant manager Manager assistant Services
CM

Manager- Taxation

Coastal Marine Construction & Engineering (comacoe)

10+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Manager Taxation Department: Finance & Accounts Division: Corporate Finance & Accounts Location: Mumbai Experience: 10+ years post-qualification Qualification: Chartered Accountant (C.A.) Job Purpose To lead and manage all aspects of direct and indirect taxation, including GST, Income Tax, TDS, and other regulatory compliance. The role involves representing the organization before tax authorities, managing assessments, returns, and ensuring tax efficiency across all registered entities and sister concerns. Key Responsibilities Indirect Taxation (GST & Service Tax): Manage timely registration, POB amendments, and monthly/annual GST returns across all registered states (currently 9 states and 5 sister concerns). Handle GST assessments, appeals, notices, and drafting of replies for all registered entities. Ensure accurate GSTR-1, GSTR-3B, ITC-04 filings, and coordinate annual returns (GSTR-9 & 9C) in collaboration with GST auditors. Advise on and manage e-way bill generation before movement of goods. Conduct test checks of invoices booked in Tally and ensure corrections are made where necessary. Analyze and implement ITC reversals (180-day rule), RCM, blocked credits, and make corresponding entries in books and GST returns. Direct Taxation: Supervise and assist subordinates appearing before Income Tax authorities for assessments, appeals, rectifications, and online responses. Oversee TDS compliance and assessments, including VAT and SEZ-related tax proceedings. Coordinate preparation and timely filing of income tax returns and other related statutory submissions. General & Strategic Tax Compliance: Ensure timely compliance with ROC, FLA, and all statutory tax filings (Income Tax, GST, etc.). Provide tax advisory to business development (BD) teams for bidding, including issuing necessary CA certifications for tenders. Review client invoices to validate tax codes (HSN/SAC), tax rates, and nature of work especially for new projects or exports/zero-rated transactions. Continuously respond to and resolve tax-related queries raised by various departments and government bodies. Coordinate with statutory auditors for quarterly audits, financial preparation, fixed asset registers, and provisional balance sheets. Drive process improvements to minimize recurring tax issues and strengthen compliance systems. Preferred Candidate Profile Qualified Chartered Accountant with 10+ years of post-qualification experience in taxation. Strong hands-on experience in GST, Direct Tax, and TDS matters. Proven track record of handling scrutiny, assessments, and appearing before tax authorities. Excellent written and verbal communication skills with strong presentation abilities. Experience in client handling and team management. In-depth knowledge of Indian tax laws and evolving compliance requirements. Proficiency in MS Office tools, Tally, and tax software platforms. Qualification : Chartered Accountan

Manager Taxation Manager taxation Taxation manager Full-Time
IN

Consulting Business Partner

Indus Net Technologies

Fresher | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Consulting Business Partner Location: Mumbai, Maharashtra Job Type: Full-Time Job Overview: We are seeking a dynamic and results-oriented Consulting Business Partner to spearhead the sales and business development of our ERP products and solutions. This role requires a professional with a strong background in ERP sales, exceptional client engagement skills, and the ability to understand and align solutions with client business needs. Key Responsibilities: Client Acquisition: Identify and pursue potential clients for ERP solutions across industries. Relationship Management: Develop and maintain long-term relationships with key decision-makers and stakeholders. Solution Selling: Conduct engaging product presentations, live demonstrations, and lead commercial negotiations. Collaboration: Work closely with technical and implementation teams to deliver customized ERP solutions. Sales Targets: Consistently achieve or exceed defined sales targets and contribute to organizational revenue growth. Requirements: Proven experience in selling ERP products/solutions (e.g., SAP, Oracle, Microsoft Dynamics, etc.). Strong understanding of ERP functionalities, modules (Finance, SCM, HR, etc.), and business processes. Excellent communication, negotiation, and presentation skills. Demonstrated ability to generate leads, manage pipelines, and close enterprise-level deals. Bachelor's degree in Business, IT, or a related field; MBA preferred. Qualification : Bachelor's degree in Business, IT, or a related field; MBA preferred.

Consulting Business Consulting business Business consulting Business partner
AT

Microsoft Service Sales Specialist

Atqor

1+ Year | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Microsoft Service Sales Specialist Full-Time | Mumbai, Maharashtra (On-Site) Location: Mumbai, Maharashtra Job Type: Full-Time | On-Site Experience Required: 1 to 7 years Notice Period: Immediate joiners preferred Salary: Based on experience and qualifications Job Overview We are looking for a driven and experienced Microsoft Service Sales Specialist to join our team in Mumbai. In this role, you will be responsible for generating new business opportunities, building strong relationships with Microsoft-managed customers (EC and SMC segments), and driving the sales of Bitscape s Microsoft cloud services, including Azure, Microsoft 365, Dynamics 365 (F&O, BC, CRM), Power Platform, and Power BI. This is a strategic, high-impact role that also involves team building, go-to-market (GTM) execution, and close collaboration with both internal stakeholders and Microsoft Account Executives (AEs) and Partner Teams. Key Responsibilities Build and manage a strong sales pipeline across Enterprise Commercial (EC) and Small & Medium Corporate (SMC) customer segments. Drive end-to-end sales of Bitscape s Microsoft service offerings, including Azure, Microsoft 365, Dynamics 365 ERP & CRM (F&O, BC), Power BI, and Power Apps. Establish and maintain trusted relationships with Microsoft teams to co-sell and align on joint go-to-market strategies. Recruit, mentor, and lead a high-performing team of account managers and solution specialists, working closely with the pre-sales and delivery leaders at our Global Engineering Center in Ahmedabad. Take ownership of business P&L, revenue goals, and customer satisfaction. Expand Bitscape s presence in the Managed Service Provider (MSP) market, identifying new growth opportunities and client needs. Collaborate with other Bitscape leaders to ensure alignment with company goals and strategic priorities. Leverage market insights and customer feedback to continuously optimize sales strategies and service offerings. Qualifications and Skills Proven track record in Microsoft services sales, account management, or business development, ideally in a cloud services or IT consulting environment. Strong understanding of Microsoft cloud solutions including Azure, Microsoft 365, Dynamics 365, and Power Platform. Ability to manage large, complex accounts and influence stakeholders at all levels. Demonstrated experience in building and leading high-performing sales teams. Familiarity with Microsoft Co-Sell motions and working with Microsoft Partner and AE teams is highly desirable. Strong communication, negotiation, and relationship-building skills. Strategic thinker with a customer-first mindset and a results-driven approach. MBA is preferred but not mandatory; relevant experience and performance are the key hiring criteria. Lead Microsoft service sales strategy for a trusted Microsoft partner in a high-growth market. Work closely with Microsoft and high-profile enterprise clients across India. Join a collaborative, innovation-led team with a strong delivery backbone. Opportunity to make a high business impact and grow into senior leadership roles. Apply now to be part of a forward-thinking Microsoft partner and accelerate your career in cloud services and Microsoft solution sales. Qualification : MBA is preferred but not mandatory; relevant experience and performance are the key hiring criteria.

Microsoft Service Sales Service sales Sales service
LT

Technical Support Specialist (japanese)

Lrn Technology Content Solutions

4+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Technical Support Specialist (Japanese) Location: Mumbai, India About LRN: LRN is a SaaS based e-Learning provider with a presence across US, EMEA, APAC and LatAm. More than 2,500 companies worldwide (including some of the world s most recognizable brands) utilize LRN services and leverage LRN e-learning courses to help navigate complex regulatory environments and foster ethical, responsible, and inclusive cultures. In partnership with LRN, companies translate their values into concrete corporate practices, training materials, and leadership behaviors that create a sustainable competitive advantage. By acting upon shared values, companies and their people find the means to out behave and outperform. About the role: LRN team develops data specifically for a set of key product domains like eLearning, Disclosures, personalization and completions. We deal in AWS technologies like Redshift, S3, Glue, and Lambda. You'll build our data lake and partner with Product and BI teams to build new behavioral events, pipelines, datasets, models, and reporting to support their initiatives. You'll also assist to develop our analytics capabilities in Quicksight and build out our real time reporting capabilities. Your responsibilities will include: Provide support to internal and external customers on all aspects of LRN s proprietary applications (functions include: campaign set up, system generated e-mails, system reporting, user data management, and customization) Using defined systems and processes, keep both internal and external stakeholders updated as to the status of call tickets, requests, projects, issues, and changes. Update necessary tracking and reporting systems to ensure that group statistics can be tracked, managed and measured. Manage expectations of internal and external customers, ensuring capabilities are not exceeded to the detriment of the customer. Escalate issues related to capabilities where appropriate. Serve as an internal advocate for field personnel, as well as external customers. Prioritize requests based on need and impact. Work with internal stakeholders to address priorities. Prepare and present (in written and verbal forms) product information that will assist customers with the capabilities of LRN's systems. Maintain quality levels for all work related to customers requests. Ensure there is an ongoing dialog between LRN and each customer with whom the Partner Assistance Center team member is working. Collaborate with peers to discuss unique solutions and to document them. Perform other duties as assigned. Requirements: Bachelor s Degree 4-6 years of L2/L3 level experience in a customer facing role in an application support environment. Proficient in Japanese language (Written and spoken) - Mandatory Excellent communication skills in English. This position requires above par skills to write and speak in English. Extensive experience in supporting enterprise customers based in US and Europe. Familiarity with HTML and CSS. Familiarity with Learning Management Systems Expertise in Microsoft Office Suite especially in Excel. Should be able to understand and handle CSV files. Ability to review a Partner request, and apply the necessary analytical skills to ensure successful delivery of the end product. This role will involve direct Partner contact; an ability to work with others who are potentially very frustrated, in a professional manner is mandatory. An inherent ability to multitask and manage customer expectations to the satisfaction of all involved parties is critical to the success of the incumbent. Ability to consistently spot and report issues before they reach a point of becoming critical. A desire to constantly examine issues, looking for the opportunity to improve processes and/or technology. Must have an inherent attention to detail Benefits: LRN is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Qualification : Bachelors Degree

Technical Support Technical support Support Technical Specialist
BC

FP&A Manager

Blenheim Chalcot It Services India Pvt. Ltd.

5+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: FP&A Manager Location: Mumbai, India (Andheri East and/or Turbhe) Division: Finance Employment Type: Full-Time, Onsite About Blenheim Chalcot Blenheim Chalcot is a leading global venture builder with over 25 years of experience creating and scaling SaaS businesses powered by Generative AI. With a portfolio of 60+ ventures across sectors such as financial services, education, health, and marketing, we leverage a global ecosystem including Scale Space in London, the Rajasthan Royals in Mumbai, and a go-to-market base in Austin. This ecosystem equips us with world-class talent, tools, and support to accelerate growth and build market-leading companies. Our Values Honesty and Integrity: Acting with transparency and trustworthiness. Resilience: Remaining optimistic and adaptable through challenges. Teamwork: Collaborating to elevate each other and deliver results. Innovation: Continuously seeking improvements and challenging norms. Deliver Results: Committing to high-quality work and keeping promises. Commercial Awareness: Driving value through smart financial decisions. Role Overview As FP&A Manager, you'll play a crucial role in driving the financial planning, analysis, and reporting functions to support strategic decision-making across the organization. This is a dynamic position requiring a proactive, data-driven mindset suited for a fast-paced, high-growth SaaS environment. You'll partner closely with business leaders to provide actionable insights, identify risks and opportunities, and enhance financial processes. Key Responsibilities Lead budgeting, forecasting, and long-range financial planning across multiple business units. Deliver insightful financial analysis, variance reporting, and performance tracking. Collaborate with business leaders to evaluate financial results and operational efficiency. Develop and maintain complex financial models to support scenario planning and investment decisions. Prepare monthly management reports, board presentations, and detailed variance commentary. Monitor KPIs and key business metrics, providing clear and actionable insights. Drive continuous improvements in FP&A tools, processes, and reporting systems. Communicate complex financial data effectively to both finance and non-finance stakeholders. About You 5+ years of experience in FP&A, corporate finance, or related roles. Professional finance qualification preferred (CIMA, ACCA, ACA, or equivalent). Expert Excel skills, including advanced formulas, pivot tables, and financial modeling. Experience with financial planning tools and SaaS/technology sector preferred. Ability to thrive in ambiguous, fast-moving environments and manage multiple stakeholders. Strong analytical skills with the ability to translate data into strategic insights. Excellent communication skills with professional written and spoken English. Self-motivated, adaptable, and able to work effectively under tight deadlines. Be part of a forward-thinking, AI-powered technology venture ecosystem. Work with senior leadership and cross-functional teams driving innovation. Competitive salary and opportunities for professional growth. Collaborative and supportive work environment focused on development. Recruitment Process We have a structured recruitment process to ensure we find the best fit for our team. This role is office-based at our Mumbai locations, fostering strong collaboration and community growth. If you are a strategic thinker passionate about finance and technology, and eager to contribute to high-impact decisions in a dynamic setting, we encourage you to apply!

Manager Full-Time Financial Planning Budgeting Forecasting
AD

Front Office & Administration Executive

Agappe Diagnostics Ltd

1+ Year | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Job Title: Front Office & Administration Executive Location: Mumbai Experience: 1 3 Years Industry: Healthcare / Diagnostics / Administration Employment Type: Full-Time Job Overview We are looking for a dynamic and professional Front Office & Admin Executive to manage daily front desk and administrative operations at our Mumbai office. This role involves coordinating communication channels, visitor management, basic clerical duties, and supporting backend operations such as travel coordination and document management. Key Responsibilities Handle all incoming and outgoing calls with professionalism and clarity. Maintain and update inward and outward registers for mail and documents. Record and track received cheques in the cheque receipt register. Sort, log, and distribute couriers and deliveries efficiently. Coordinate with the post office for timely pickup and delivery services. Organize and present documents for CMD (Chairman & Managing Director) signatures. Welcome and guide guests and visitors with courtesy and promptness. Manage front desk displays and ensure digital information boards are up to date. Provide administrative support to the travel desk for bookings and arrangements. Assist in scheduling and tracking company vehicle usage and logistics. Oversee first aid supplies and ensure availability in case of minor emergencies. Support day-to-day office administration activities and facility management. Required Qualifications and Skills Educational Qualification: Bachelor s Degree in any discipline. Experience: Minimum 1 3 years of relevant experience in front office management or administrative support, preferably in the IVD (In Vitro Diagnostics) or healthcare industry. Strong communication and interpersonal skills. Proficient in MS Office (Word, Excel, Outlook). Ability to multitask, stay organized, and maintain confidentiality. Pleasant personality with a customer-centric attitude. Opportunity to work in a fast-growing healthcare organization. Be the face of the company by managing front office operations. Collaborate with dynamic teams in administration and logistics. Growth prospects in operations and office management. Apply now if you are looking to build a career in office administration, front desk operations, and corporate support functions in the healthcare industry. Qualification : Bachelors Degree in any discipline.

Office Front Office Administration Office Administration Front Office Administration
KR

Relationship Manager (RM) Global Trade Finance (GTX)

Kredx

1+ Year | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Relationship Manager (RM) Global Trade Finance (GTX) Location: Mumbai Experience: 1 - 3 Years Reports To: Head Global Trade Finance Company: KredX About GTX GTX is an IFSCA-licensed International Trade Financing Services (ITFS) platform based out of GIFT City, designed to support exporters and importers with their cross-border working capital needs through cutting-edge technology. GTX is committed to empowering international trade with innovative financial services, advanced technology, and deep market expertise. Role Overview As a Relationship Manager for Global Trade Finance, you will be instrumental in structuring and executing trade finance transactions, managing client portfolios, coordinating with banks and financial institutions, and ensuring full regulatory and operational compliance. This role offers a unique opportunity to work closely with exporters, importers, banks, fintech platforms, and internal stakeholders to deliver seamless, secure, and scalable cross-border financing solutions. Key Responsibilities Client & Transaction Management Originate, structure, and execute trade finance solutions such as Export Factoring, Letters of Credit (LC), Standby Letters of Credit (SBLC), forfaiting, factoring, buyer s and supplier s credit. Manage and nurture a portfolio of corporate clients involved in international trade. Identify opportunities to cross-sell trade products and deepen client relationships. Operational & Risk Oversight Ensure all documentation, risk assessments, compliance (KYC/AML), and credit appraisals are properly managed. Monitor disbursals, repayments, collateral, and transaction flows. Work collaboratively with risk, compliance, and legal teams to mitigate transactional risks. Banking & Institutional Relationships Interface and negotiate with domestic and international banks, NBFCs, Export Credit Agencies (ECAs), and factoring companies for syndication and deal closures. Negotiate terms, pricing, and credit limits with funding partners. Strategic & Internal Projects Support product development, process automation, and digitization initiatives in trade finance. Provide insights into market trends, trade finance regulations (UCP, URDG, FEMA, RBI guidelines), and client behaviors. Key Requirements Education & Experience 1-3 years of experience in trade finance roles within banks, NBFCs, fintech companies, or corporate treasury. Additional certifications such as CDCS (Certified Documentary Credit Specialist) or CITF (Certificate in International Trade Finance) are advantageous. Strong understanding of trade finance instruments, regulatory environment, and global trade dynamics. Skills Strong analytical, structuring, and negotiation skills. Proficiency in trade documentation, credit analysis, and risk management. Excellent communication, relationship-building, and stakeholder management skills. Be part of a high-growth vertical with global exposure backed by institutional credibility. Work with a dynamic, innovative team focused on transforming trade finance through digital technologies. Opportunity to lead and contribute to transformative projects in an evolving ecosystem.

Relationship Manager Relationship manager Rm Global
K&

Principal Associate

Khaitan & Co.

6-10 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Key Requirements: Proven experience in managing end-to-end M&A and Private Equity (PE) transactions, including handling complex transactional documents and deal negotiations. Expertise in complex structuring of M&A/PE deals. Specialization in strategic M&A, PE, general corporate transactional work, and advisory services. Key Skills: Strong practice skills, including: Oral and written advocacy Contract drafting and negotiation Analyzing and communicating complex technical matters Ability to efficiently manage multiple assignments simultaneously while meeting deadlines and maintaining high standards of work. A solution-oriented mindset with a proven ability to close transactions independently with minimal supervision. Exceptional communication skills, both written and verbal, with the ability to effectively engage with all clients (internal and external). Solid understanding of a wide range of legal subjects, with the ability to spot issues, develop solutions, and bring in specialists when needed. A commitment to technical excellence, staying updated on legal developments, and becoming a go-to subject matter expert in the field.

Principal Associate Associate principal Full-Type Full-Time
SS

Enterprise Key Account Manager

Swan Solutions & Services

7-10 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Enterprise Key Account Manager Location: Mumbai (Andheri Saki Naka) Industry: IT Relevant Experience: Minimum 7-10 Years (at least 3+ years in relevant experience) Employment Type: Full-time Work Environment: Hybrid (office and field sales) Travel Requirement: Estimated 60-80% of the time About Swan Solutions: Swan Solutions is a rapidly growing IT infrastructure services provider, generating over 500 Crore in revenue. Headquartered in Mumbai, Swan has been successfully serving the IT hardware and networking needs of BFSI, PSU, SMB, and corporate sectors for over 33 years. The company has forged partnerships with global technology leaders like HP, Cisco, Microsoft, Ice Warp, and Fluid AI. Our major clients include SBI, SBI MF, ICICI, and more. At Swan, we embrace innovation, celebrate creativity, and encourage a collaborative environment where every idea has the potential to drive change. We are a team that is accountable, vibrant, independent, and always willing to learn and grow together. Job Overview: We are looking for a dynamic and results-driven Enterprise Key Account Manager to join our team. This role will involve managing strategic sales initiatives, building strong relationships with enterprise clients, and driving the company s growth in the competitive IT solutions and services market. Key Responsibilities: Develop and implement comprehensive sales strategies to achieve monthly, quarterly, and annual revenue targets. Create and maintain sales forecasts, pipeline reports, and performance dashboards. Identify and pursue new business opportunities in the IT solutions and services sector. Build and maintain strong relationships with existing and potential enterprise clients. Collaborate with marketing, product, and delivery teams to align sales efforts with company objectives. Analyze market trends, competitive landscape, and customer needs to inform sales strategies. Manage and optimize the sales process, including lead generation, qualification, and conversion. Represent the company at industry conferences, networking events, and client meetings. Qualifications Required: Bachelor s degree in Business Administration, Marketing, Computer Science, or a related field. 7-10 years of progressive sales experience in IT solutions, services, or technology sectors. Proven track record of consistently meeting or exceeding sales targets. Strong understanding of enterprise IT solutions, cloud services, and digital transformation technologies. Excellent communication and interpersonal skills in English and Hindi. Proficiency in CRM tools (e.g., Salesforce, HubSpot) and sales management software. Preferred Qualifications: Experience in B2B technology sales in the Indian market. Knowledge of emerging technologies like AI, cloud computing, and cybersecurity. Industry certifications in sales management or IT solutions. Key Skills: Strategic sales planning Client relationship management Negotiation and closing techniques Data-driven decision-making Solution-selling approach Cross-functional collaboration Compensation & Benefits: Variable Pay Components: Performance Bonus ranging from 100% to 400% of Fixed CTC, based on team sales performance. Opportunity to work in a dynamic and rapidly growing organization. Be a part of an innovative and vibrant culture that fosters creativity and teamwork. Competitive compensation structure with performance-based bonuses. Work in a hybrid environment with ample opportunities for travel and client interaction. If you re passionate about IT sales and eager to grow with a leading organization, we d love to hear from you! Qualification : Bachelors degree in Business Administration, Marketing, Computer Science, or a related field.

Enterprise Key Account Key account Manager
AD

Solutions Architect Expert

Adobe

12-20 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

About Adobe At Adobe, we re changing the world through digital experiences. From emerging artists to global brands, we provide the tools needed to design and deliver exceptional digital experiences. We re passionate about empowering people to create beautiful, powerful images, videos, and apps that transform how companies engage with customers across every screen. We re on a mission to hire the very best talent, fostering an inclusive culture where everyone is respected and has access to equal opportunities. We believe great ideas can come from anywhere, and the next big idea could be yours! The Opportunity We are seeking a Solutions Architect Expert to lead pre-sales efforts in our India region as part of the Professional Services team. In this role, you ll be a trusted advisor, passionate about digital transformation and customer experience (CX). You'll work closely with customers and prospects, collaborating with sales and service delivery teams to craft and present compelling solutions based on a deep understanding of customer objectives and priorities. You ll work directly with stakeholders at all levels, including C-suite executives such as CTOs, CIOs, CMOs, and CDOs, to understand their drivers and define how Adobe's technology can help them achieve their business outcomes. What You ll Do Customer Engagement: Help customers understand Adobe's capabilities and the transformative power of world-class customer experiences. Build Trust and Credibility: Work closely with customers' architects and technical/business stakeholders to establish trust and guide them toward the best outcomes. Collaborate Across Teams: Partner with account teams, delivery teams, product engineering, and professional services sales executives to drive business growth and ensure customer success. Pre-Sales Leadership: Review, prioritize, and lead strategic pre-sales engagements with large and complex customers. Lead workshops to uncover needs and develop actionable solutions. Holistic Solutioning: Create and present comprehensive services responses and proposals that include service scope, staffing, and roadmaps aligned with customer objectives. Estimation and Solutioning: Lead the presales, solutioning, and estimation for Adobe Experience Cloud projects, utilizing Adobe's estimation models and tools. Identify High-Value Use Cases: Define integrated solution architectures that deliver impactful business outcomes and drive CX transformation. Stakeholder Communication: Communicate technical solutions clearly, tailoring your message to both technical teams and business stakeholders. Team Leadership: Provide guidance and leadership to junior team members and support the progression of services opportunities. Travel: Be willing to travel up to 10-15% of the time as required. Qualifications, Experience, and Aptitude Experience: 12-20 years of experience in consulting or within a technology company or product vendor, with a focus on CX technology and pre-sales services. CX Technology Expertise: Deep experience with digital experience technologies such as UX/UI, web content management, analytics, optimization, personalization, customer data platforms, and eCommerce. Solution Architect Experience: Proven track record as an enterprise architect, solution architect, or solution lead, especially in architecting service scope and integrated architectures using Adobe Experience Cloud products. Adobe Experience Cloud Expertise: Familiarity with Adobe products such as Adobe Experience Manager, Adobe Experience Platform (RTCDP, CJA, AJO), Adobe Commerce, Adobe Analytics, Adobe Campaign, Adobe Target, and Adobe Workfront. Analytical and Problem-Solving Skills: Strong ability to analyze data, websites, architectures, and use cases to determine the best solution using Adobe technology. Communication Skills: Exceptional ability to communicate complex technical solutions in a compelling, clear, and concise manner, tailored to different stakeholders. Collaboration and Teamwork: Strong team player who can collaborate with multiple stakeholders to meet tight deadlines and deliver high-quality proposals and responses. Travel Willingness: Ability and willingness to travel up to 10-15% of the time. Education: Technical degree required, advanced degree preferred. Adobe is proud to be an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based on gender, race, ethnicity, national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other protected characteristic.

Solutions Architect Solutions Architect Expert Full-Time
BL

Full Stack Front-end Developer (web And Java)

Blackrock

3+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Overview of Technology Roles At BlackRock, technology has always been at the core of what we do. Our technologists are continually shaping the future of the industry through innovative work. We are not only curious but also collaborative, eager to embrace experimentation to solve complex challenges. We foster an environment that promotes working across teams, businesses, regions, and specialties. BlackRock is committed to supporting your growth as a technologist through curated learning opportunities, tech-specific career paths, and access to experts and leaders globally. Job Description About This Role: BlackRock Company Overview: BlackRock is a global leader in investment management, risk management, and advisory services for both institutional and retail clients. Our wide range of products including separate accounts, mutual funds, iShares (exchange-traded funds), and other pooled investment vehicles helps clients achieve their goals and overcome challenges. We also provide risk management, advisory, and enterprise investment system services to institutional investors through BlackRock Solutions . Headquartered in New York City, BlackRock manages approximately $11.5 trillion in assets (as of February 5, 2025) and has around 19,000 employees across 38 countries. Aladdin Data: When BlackRock was founded in 1988, the goal was to combine financial services with cutting-edge technology. Today, BlackRock is a leading FinTech platform for investment management globally. Data is central to our Aladdin platform, which sets us apart through our ability to consume, store, analyze, and extract insights from it. The Aladdin Data team maintains a pioneering data platform that provides high-quality data to a wide range of users including investors, operations staff, data scientists, and engineers. Our goal is to consistently deliver high-quality data while evolving our platform to support BlackRock's growth. We build high-performance data pipelines, enable data discovery and consumption, and continually enhance our data storage capabilities. Studio Self-Service Front-End Engineering: The Studio Self-Service Front-End Engineering team develops full-stack web applications for vendor data self-service, client data configuration, pipelines, and workflows. Our work supports over a thousand internal users and hundreds of clients. We manage a suite of tools, including client-facing data requests, modeling, configuration management, ETL tools, CRUD applications, customized workflows, and backend APIs. Our focus is to deliver exceptional client and user experiences through intuitive tools and an excellent user experience (UX). Job Responsibilities: Design, Build, and Maintain Applications: Develop both front-end and back-end platform components in collaboration with Product and Program Managers. Implement New Functionalities: Build new user interfaces and business functionalities to meet evolving business and customer needs, with clear documentation. Improve Application Performance: Analyze and optimize the performance of applications and workflows to improve efficiency and throughput. Diagnose and Resolve Issues: Research and resolve software defects, ensuring smooth application operations. Ensure Software Stability: Conduct documentation, code reviews, regression, unit, and user acceptance testing for smooth production operations. Lead Application Support: Lead all aspects of level 2 & 3 application support, ensuring smooth operations and addressing new business opportunities. Independent Work: Take initiative and work with minimal direction in a globally distributed team. Role Essentials: Passion for Engineering: Demonstrate a passion for engineering highly available, performant full-stack applications with a "Student of Markets and Technology" attitude. Educational Background: Bachelor s or Master s degree (or equivalent experience) in Computer Science, Engineering, or a related field with 8+ years of relevant experience. Team Experience: 3+ years of professional experience working in teams. VP-level candidates should have experience leading teams delivering critical applications. Technical Skills: Proficiency in Angular, React, JavaScript for user-facing application development. Experience with Java-based REST APIs (e.g., Spring Framework). Familiarity with Protractor, TestCafe, Jest for testing. Knowledge in relational databases and at least one NoSQL database (e.g., Apache Cassandra, MongoDB). Familiarity with software development methodologies (analysis, design, development, testing) and Agile/Scrum practices. Our Benefits: To help you stay energized, engaged, and inspired, we offer a comprehensive range of benefits, including: A strong retirement plan to ensure your financial future. Tuition reimbursement for continuous learning and development. Comprehensive healthcare to keep you and your family covered. Flexible Time Off (FTO) to relax, recharge, and spend time with loved ones. Our Hybrid Work Model: BlackRock s hybrid work model promotes collaboration and apprenticeship, enriching the experience of employees while offering flexibility. Employees are expected to work at least 4 days in the office per week, with the flexibility to work 1 day from home. Some business groups may require more office presence based on role requirements. This model fosters impactful moments when working together in person, which aligns with our commitment to performance and innovation. About BlackRock: At BlackRock, we are united by one mission: to help more people experience financial well-being. Our clients ranging from individuals saving for retirement to businesses and governments investing in infrastructure are benefiting from the investments they make through BlackRock. These investments strengthen the global economy by supporting businesses, financing cities, and facilitating innovation. We believe our success depends on the talent and diversity of our employees. That's why we are committed to creating an enviro...

Stack Full stack Front end Developer Stack developer
AI

Contract Senior Analyst

Accenture India

2-8 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Job Title: Contract Senior Analyst Location: Mumbai, India Qualifications: Any Graduation (Business Management or Law preferred) Experience Required: 5 to 8 Years About Accenture Accenture is a global professional services company specializing in digital, cloud, and security. With 699,000+ employees across 120+ countries, we offer Strategy & Consulting, Technology & Operations, and Accenture Song services leveraging innovation to drive transformation. Visit us at www.accenture.com Role Overview As a Contract Senior Analyst, you will be part of Accenture s Legal and Commercial Services, focusing on contract management throughout its lifecycle. Your responsibilities will include contract drafting, negotiation, compliance, and risk management. This role requires strong analytical skills, commercial acumen, and the ability to collaborate with global teams and clients. Key Responsibilities Contract Management & Risk Mitigation Support contract management teams across multiple projects and accounts. Work with account management, client commercial teams, and business stakeholders to understand client needs, priorities, and account strategies. Assist senior contract managers in deal shaping, contract structuring, and negotiation support. Identify, escalate, and resolve contract risks and issues. Legal & Compliance Support Ensure compliance with contracting regulations and commercial fundamentals. Draft and review contractual documents, ensuring alignment with legal requirements. Support the development of contracting policies and risk management strategies. Stakeholder & Client Engagement Build and maintain trusted relationships with client counterparts. Collaborate with cross-functional teams (legal, procurement, business, and finance). Assist in contract interpretation and dispute resolution. Team Collaboration & Mentorship Work closely with contract management staff across different geographies. Mentor junior team members and provide guidance on contract-related issues. Education: University degree required (Business Management or Law preferred). Certifications (Preferred but Not Mandatory): Membership in World Commerce and Contracting (formerly IACCM) or National Contract Management Association (NCMA). Experience & Knowledge: Minimum 2 years of post-graduation experience in a professional capacity. Strong understanding of contract lifecycle management and commercial contracting fundamentals. Ability to work with client executives at all organizational levels. Skills & Attributes: Contract Management & Risk Analysis Negotiation & Legal Compliance Understanding Ability to manage complex problems and provide strategic solutions Excellent communication & stakeholder management skills Adaptability to global cultures and work environments Team player with strong collaboration and problem-solving skills Work Environment & Scope Work Type: Individual contributor and/or oversees a small team. Decision Impact: Affects own work and may impact the work of others. Reporting Structure: Reports to senior contract managers and collaborates with client executives, legal teams, and commercial stakeholders. Travel Requirement: May be required depending on project needs. Language Requirement: Fluency in English (additional language proficiency is a plus). Work with a global legal & commercial services team. Career growth opportunities in contract management and legal advisory. Exposure to international clients and business landscapes. Collaborate with top professionals in the industry. Shift Requirement: May require rotational shifts. Qualification : University degree required (Business Management or Law preferred).

Senior Analyst Senior analyst Full-Time Contract Management
B&

Assistant Department Manager - Financial Shared Services

Burns & Mcdonnell

12+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Description The Assistant Department Manager for the Shared Services Team will lead the Accounts Payable, Payroll, Billing & Accounts Receivable team and oversee daily operations, ensure efficient and effective service delivery, and manage a team of professionals. This role involves managing section managers, team leads, and team members to ensure efficient and effective financial operations. Assistant Department Manager need to collaborate with US Corporate Financial Services to develop and implement strategic plans to achieve long-term organizational goals. This role requires strong leadership, organizational, and communication skills to drive team performance and achieve departmental goals. Key Responsibilities: Lead the formulation and execution of long-term strategic plans that align with the US Corporate Financial Services vision and goals. This includes identifying growth opportunities, assessing market trends, and driving innovation to ensure sustainable competitive advantage Collaboration with US Finance Manager to understand Finance department broader strategies and specific Shared Services strategy, and influencing these strategies based on local knowledge and experience. Lead the planning, organizing, and coordinating the activities of the Accounts Payable, Payroll, Accounts Receivable and Billing Teams. Work with Section managers and leads to support team members, providing guidance, training, and performance feedback. Monitor and evaluate team performance along with section managers, implementing improvements as needed. Mentor and develop Section Manager and leads, providing guidance and support to enhance their skills, leadership and futuristic strategic thought process. Collaboration with the US finance leaders and BMI finance leaders to streamline processes and improve service delivery. Represent the Accounts Payable, Payroll, Accounts Receivable and Billing teams in meetings and presentations, advocating for the team s goals and achievements Monitor key performance indicators (KPIs) to track progress and drive continuous improvement. Present performance reports for the Accounts payable and Billing team to management. Stay updated on industry trends and best practices to enhance team performance. Occasional travel to US may be required Other duties as assigned Qualifications Chartered Accountants (CA), CPA, MBA from prime institutions strongly preferred. Minimum 12 years of experience in a supervisory or management role, preferably in a shared services environment. An expert collaborator, who builds active strategic partnerships and mutually beneficial relationships to pre-empt sources of conflict and ensure continued collaboration that drives performance for the organization A proven track record of driving successful transformation and change Shows courage and confidence to speak up and challenge competently even when confronted with resistance or unfamiliar circumstances. Strong leadership, Strategic Thinking and team management skills. An experienced people leader, who can deliver optimal work design, development, and drive performance through their team Excellent communication and interpersonal skills. Strong problem-solving and decision-making abilities. Qualification : Chartered Accountants (CA), CPA, MBA from prime institutions strongly preferred.

Assistant Manager Assistant manager Manager assistant Department Manager
B&

Assistant Department Manager - Operational Finance

Burns & Mcdonnell

12+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Description The Assistant Department Manager - Operational Finance will lead and oversee the operational finance team, ensure compliance with company policies and drive the team towards achieving long-term goals. This role involves managing section managers, team leads, and team members to ensure efficient and effective financial analysis and operations. The Assistant Department Manager will collaborate with US Corporate Financial Services to develop and implement strategic plans to achieve long-term organizational goals. This role requires strong leadership, organizational, and communication skills to drive team performance and achieve departmental objectives. Key Responsibilities: Lead the formulation and execution of long-term strategic plans that align with the US Corporate Financial Services vision and goals. This includes identifying growth opportunities, assessing market trends, and driving innovation to ensure sustainable competitive advantage Collaborate with the US financial managers, BMI department manager to develop and implement strategic plans to achieve long-term organizational goals. Monitor key performance indicators (KPIs) to track progress and drive continuous improvement. Present performance reports for the Operational Finance team to management. Mentor and develop Section Manager and leads, providing guidance and support to enhance their skills, leadership and futuristic strategic thought process. Represent the Operational Finance Team in meetings and presentations, advocating for the team s goals and achievements. Work with Section managers and leads to support team members, providing guidance, training, and performance feedback. Collaboration with the US finance leaders and BMI finance leaders to streamline processes and improve service delivery. Ensure compliance with financial regulations and company policies. Allocate resources effectively to meet project goals. Promote continuous learning and improvement within the team. Provide training and development opportunities for team members. Occasional travel to US may be required Other duties as assigned Qualifications Chartered Accountants (CA), CPA, MBA from prime institutions strongly preferred. Minimum 12 years of experience in a supervisory or management role. An expert collaborator, who builds active strategic partnerships and mutually beneficial relationships to pre-empt sources of conflict and ensure continued collaboration that drives performance for the organization A proven track record of driving successful transformation and change Shows courage and confidence to speak up and challenge competently even when confronted with resistance or unfamiliar circumstances. Strong leadership, Strategic Thinking and team management skills. An experienced people leader, who can deliver optimal work design, development, and drive performance through their team Excellent communication and interpersonal skills. Strong problem-solving and decision-making abilities. Knowledge of industry best practices and emerging financial trends. (Preferred)

Assistant Manager Assistant manager Manager assistant Department Manager
BL

Investment Advisory Compliance - Sebi Regulations, Vice President

Blackrock

7+ Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

Position: Compliance Officer India Investment Advisory Compliance Team About the Role: The Compliance Officer will work closely with regional and global compliance counterparts to enhance and ensure a globally consistent Compliance framework for BlackRock s businesses in India. This role primarily supports the Private Markets strategy in India, providing compliance and regulatory coverage to an Indian AIF manager, and maintaining FPI regulations. We are looking for someone with strong regulatory and advisory compliance experience, preferably in asset management, a buy-side financial services firm, or a sell-side banking institution. Key Responsibilities: Regulatory Oversight: Be the main point of contact for SEBI regulations, particularly FPI and AIF regulations. Previous experience dealing with SEBI is preferred. Private Markets Strategy: Support the Private Markets strategy in India, including FPI and AIF-related initiatives. Compliance Policy and Procedures: Review and implement compliance policies and procedures. Advisory: Provide advice and guidance to business teams on: Compliance with local, regional, and global laws, regulations, best practices, and BlackRock s policies and procedures. BlackRock s fiduciary obligations and its commercial and business objectives. Collaboration: Work with Financial Crime, Legal, Risk & Quantitative Analysis, and other corporate functions to provide advice to investment teams. Global/Regional Initiatives: Participate in global/regional compliance initiatives to ensure global best practices and consistency. Information Barriers and Conflicts of Interest: Assist in maintaining the integrity of BlackRock s information barriers and conflicts of interest policy. Regulatory Monitoring: Monitor local and regional regulatory developments and evaluate their impact on the business. Stakeholder Liaison: Liaise with regional and global compliance and business colleagues on global initiatives. Development Value: This role offers significant importance due to its focus on India and Private Markets Investments. The candidate will gain exposure to global and regional initiatives, acquiring product knowledge and insights into cross-border legal and regulatory requirements. Knowledge/Experience: University degree in Law, Finance, Accounting, Business, or Economics (preferred). Strong understanding of the financial industry and financial products. Proficiency in Word, Excel, and PowerPoint. Understanding of financial industry regulations. Skills/Qualifications: Minimum of 7 years relevant working experience in investment or regulatory compliance in asset management, a buy-side financial services firm, or sell-side banking institution. Previous experience dealing with SEBI and knowledge of alternative investment regulations in India is preferred. Understanding of private market asset management compliance programs (e.g., controls around Insider Trading regulations and managing Conflicts of Interests). Knowledge of financial crimes such as AML and Anti-Bribery and Corruption in India. Proficiency in both written and spoken English. Strong attention to detail and organizational skills. Ability to interact and negotiate with key internal and external stakeholders. Excellent written/oral communication and interpersonal skills. Competencies: Ability to work with teams across different levels and geographies in a matrix-driven organization. Our Benefits: We offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents, and Flexible Time Off (FTO) to ensure you stay energized and balanced in life. Our Hybrid Work Model: BlackRock s hybrid work model encourages collaboration and flexibility, ensuring our employees' growth while maintaining a culture of performance and innovation. Employees work at least 4 days in the office, with the flexibility to work from home 1 day a week. About BlackRock: At BlackRock, our mission is to help people experience financial well-being. We strive to support businesses, strengthen the global economy, and finance projects that power cities and drive innovation. Our employees are key to our success, and we re dedicated to creating an inclusive environment where colleagues are supported with networks, benefits, and development opportunities. Qualification : University degree in Law/Finance/Accounting/Business/Economics preferred.

Investment Advisory Investment advisory Compliance Sebi
HS

Vp And Regional Wealth Coach

Hsbc

5-10 Years | Not Disclosed | Mumbai, Maharashtra, India | Full-time

About HSBC If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you're aiming to rise to the top or take your career in an exciting new direction, HSBC offers the opportunities, support, and rewards that will take you further. Wealth & Personal Banking serves more than 50 million customers globally with a comprehensive range of banking and wealth management services. Our goal is to help clients manage their finances, protect, and build their financial futures. As a global business, we integrate Retail Banking, Wealth Management, Insurance, and Asset Management, with a customer-centric focus and innovative, efficient distribution channels. The Role We are looking for a dedicated professional to join our team with extensive knowledge in holistic financial planning and a proven track record in client management and coaching. This role will see you actively contributing to the strategic direction of our Global Wealth Strategy, driving high standards of sales management, and mentoring the team to deliver exceptional financial planning solutions. Principal Responsibilities Holistic Financial Planning: Demonstrate in-depth knowledge of financial planning strategies and the application of generic financial vehicles to address client needs. Coaching Excellence: Provide advanced levels of coaching to enhance the performance of individuals and teams, displaying behavioral excellence and aligning with HSBC s values. Global Economic Outlook: Stay updated on global economic trends and how they affect financial planning, guiding clients and teams with relevant insights. Presentation & Communication Skills: Utilize superior presentation skills on multiple platforms to communicate strategies and financial plans effectively. Development Plans: Create, manage, and follow through on individual development plans, helping colleagues improve their skills and achieve goals. Client-Centric Approach: Use goal-related questioning techniques to engage clients, ensuring financial solutions are tailored to meet their personal goals. Change Management: Be a resilient change agent who can influence others to embrace change, optimizing the delivery of financial services. Activity-Based Sales Management: Demonstrate an understanding of activity-based sales management, driving successful business results through well-organized and focused efforts. Wealth Strategy Alignment: Understand the regional Global Wealth Strategy and ensure your activities align with both local and group-wide initiatives. Client and Colleague Engagement: Foster authentic relationships with clients and colleagues, delivering results with integrity and speed while protecting HSBC s interests. Decision Making: Make considered decisions that balance business objectives with protecting both HSBC and our clients. Requirements To be successful in this role, you should meet the following qualifications: Post Graduate degree with 5-10 years of relevant experience in the financial services industry. Proven track record in coaching, sales management, and client relationship management, preferably with experience as a Premier RM, Premier Sales Manager, or Wealth Coach at HSBC or a leading financial institution. In-depth expertise in portfolio planning, sales processes, and client management skills. Strong coaching and influencing abilities, with the capacity to drive results and influence team behaviors. Detailed knowledge of global anti-money laundering standards and relevant regulatory governance in the financial sector. Understanding of local and Group compliance regulations, and the ability to obtain HSBC-specific compliance knowledge if new to the company. Strong ability to multi-task and prioritize in a fast-paced, dynamic work environment. Global Presence: Work in one of the largest global financial institutions with a diverse, international team. Career Development: HSBC offers career growth and opportunities for professional advancement. Innovative Environment: Join a company that values forward-thinking and continuous innovation in wealth management. Join HSBC and achieve more in your career. Qualification : Post Graduate with 5 to 10 years of relevant experience

Vp Wealth Regional wealth coach Full-Time Wealth Management

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