Strategic Financial Consultant

1 month ago


Mumbai, Maharashtra, India Snaphunt Full time
Company Overview

Our client, a reputable Mutual Fund distributor and Insurance Service provider, has established itself as a trusted partner for a wide spectrum of financial services. This includes insurance marketing, distribution, and access to various financial products.

Salary

The estimated annual salary for this role is $120,000-$150,000, depending on experience and qualifications.

Job Description

This Strategic Financial Consultant position involves working closely with clients to understand their financial goals, risk tolerance, and investment time horizon. The consultant will analyze the client's financial situation, including income, expenses, and existing investments, to develop comprehensive financial plans tailored to individual needs and goals.

The consultant will also recommend suitable mutual funds based on the client's risk profile and investment objectives, design and manage diversified investment portfolios to optimize returns and minimize risk, and continuously monitor portfolio performance to make adjustments as needed.

This role requires strong financial expertise, communication skills, relationship building abilities, and analytical skills to provide exceptional service to clients and drive business growth.

Required Skills and Qualifications

Key Skills:

  • Financial Planning and Analysis
  • Investment Strategy and Portfolio Management
  • Client Relationship Management
  • Market Research and Education
Benefits

As a Strategic Financial Consultant, you will have access to ongoing training and professional development opportunities to enhance your skills and knowledge in the field of financial services.

Others

We are committed to fostering a collaborative and supportive work environment that encourages innovation, creativity, and teamwork. If you are a motivated and experienced financial professional looking for a challenging and rewarding career opportunity, we encourage you to apply.



  • Mumbai, Maharashtra, India Blend Financial Services Limited Full time

    Job DescriptionAt Blend Financial Services Limited, we are seeking a highly skilled Strategic Financial Relationship Manager to join our team.We are looking for an individual who is experienced in building and maintaining strong relationships with existing and prospective clients across various geographies. Our clients include governments, corporates, and...


  • Mumbai, Maharashtra, India R.S. Placement Consultant Full time

    About the Role:The Chief Financial Director of Strategic Growth is a critical leadership position that will oversee the financial management and strategic oversight for our organization. This role requires a strong financial background, exceptional leadership capabilities, and a strategic mindset to manage complex financial structures, streamline processes,...


  • Navi Mumbai, Maharashtra, India Blend Financial Services Limited Full time

    **Company Overview:**We are Blend Financial Services Limited, a leading financial services provider with a strong presence across geographies. Our clients include governments, corporates, and financial institutions.Salary: We offer an attractive salary range of $120,000 - $180,000 per annum, depending on experience and qualifications.Job Description:Key...


  • Mumbai, Maharashtra, India Blend Financial Services Ltd Full time

    **Job Summary:** We are looking for a highly skilled Financial Services Consultant to join our team at Blend Financial Services Ltd. The ideal candidate will have a strong background in project finance and be able to negotiate transactions and manage relationships with lenders.**Key Responsibilities:**Negotiate project finance transactions with international...


  • Mumbai, Maharashtra, India Mastek Full time

    Mastek is seeking a highly skilled Strategic Oracle Financial Expert Consultant to join our team.About the RoleWe are looking for an experienced professional with in-depth knowledge of Oracle applications to work with our clients on various financial solutions.ResponsibilitiesTo configure and demonstrate Oracle application capabilities to meet client...


  • Mumbai, Maharashtra, India R.S. Placement Consultant Full time

    Position Overview:We are seeking an experienced Senior Financial Director to join our organization and take charge of the financial management and strategic oversight for a listed company. The successful candidate will play a key role in ensuring the financial health of each subsidiary while aligning them with the overall goals of the parent company.Key...


  • Mumbai, Maharashtra, India Gresham Global Full time

    Gresham Global is seeking a seasoned finance professional to spearhead its financial strategy. As a key individual contributor, you will be responsible for leading all aspects of the business' financial operations, including budgeting, financial modelling, forecasting, reporting, and managing cost optimization.Key ResponsibilitiesBudgeting and Forecasting:...


  • Mumbai, Maharashtra, India The Financialist Full time

    **Company Overview**The Financialist is a leading financial advisory firm seeking an experienced investment professional to join our team as a Strategic Investment Consultant.


  • Mumbai, Maharashtra, India Novel Financial Solutions. Full time

    About the Role:We are seeking a skilled Financial Reporting Analyst to join our team at Novel Financial Solutions.Responsibilities:• Ensure data integrity and accuracy by managing data flows within finance applications, preparing financial transactions for regulatory reporting purposes.• Coordinate with a team of professionals to ensure accurate...


  • Mumbai, Maharashtra, India PayTabs Global Full time

    Company OverviewWe are a leading global payments company, PayTabs Global, seeking an exceptional Strategic Financial Planning Expert to join our team. Our company provides innovative payment solutions to businesses worldwide.Estimated Salary: $120,000 - $180,000 per annumJob DescriptionThe Strategic Financial Planning Expert will be responsible for...


  • Mumbai, Maharashtra, India myGwork Full time

    Job Overview: Amazon.com is seeking a highly skilled Financial Analyst to join the Corporate Development Finance team, partnering with senior business leaders and driving corporate transactions across the company. This high-visibility role requires an independent and intellectually-curious individual who can synthesize information through multiple lenses.Key...


  • Mumbai, Maharashtra, India C5i Full time

    Job Overview: C5i seeks a highly skilled Strategic Financial Director to lead our financial planning and analysis efforts. As a key member of our leadership team, you will be responsible for developing and executing comprehensive financial plans, including annual budgets, long-term forecasts, and strategic initiatives.The ideal candidate will have a proven...


  • Mumbai, Maharashtra, India King Deux Search & Consulting Full time

    Company OverviewKing Deux Search & Consulting is a specialized executive search firm that provides bespoke talent solutions across financial services and commerce. With a commitment to finding the right opportunity for candidates and leaving a lasting legacy beyond the hiring process, we strive for excellence in our work.We are dedicated to serving...


  • Mumbai, Maharashtra, India Remote People Full time

    Job DescriptionWe are seeking a highly skilled Strategic Financial Leader to join our team at Remote People. This role is a key executive responsible for managing the financial aspects of our company, ensuring its fiscal health, and contributing to strategic decision-making.About the RoleThe Strategic Financial Leader will be responsible for developing and...


  • Mumbai, Maharashtra, India Raise Financial Services Full time

    Job DescriptionWe are seeking an experienced Head of Strategic Partnerships to drive business growth through strategic partnerships and collaborations. This role will be responsible for identifying, developing, and maintaining relationships with key stakeholders across the financial services industry.About the RoleThe successful candidate will have a strong...


  • Mumbai, Maharashtra, India ImpactGuru Full time

    About UsCarePal Group, a leading healthcare technology company, is seeking a Strategic Financial Communications Specialist to join our team. With a focus on transforming patient care through innovative solutions, we strive to deliver exceptional value to our stakeholders.Job SummaryWe are looking for an experienced professional to develop and execute an...


  • Mumbai, Maharashtra, India El Sol Strategic Consultants Full time

    Job Description:We are seeking an experienced Strategic Communications Specialist to join our team at El Sol Strategic Consultants. As a key member of our communications team, you will play a crucial role in developing and executing strategic communications plans that drive business results.


  • Navi Mumbai, Maharashtra, India DSP Eminence Consulting Services Full time

    Company OverviewDSP Eminence Consulting Services is a reputable consulting firm specializing in transaction support and capital market transactions. SalaryWe offer an attractive annual salary of $120,000 to our successful candidate. This compensation reflects the importance of this role within our organization. Job DescriptionThe Strategic Financial...


  • Mumbai, Maharashtra, India ImpactGuru Full time

    About CarePal Group:">CarePal Group is a pioneering healthcare technology company dedicated to transforming patient care through innovative solutions. We strive to deliver exceptional value to our stakeholders by offering cutting-edge services that enhance patient outcomes and operational efficiency.">Position Overview:">The Strategic Financial...


  • Mumbai, Maharashtra, India MP Financial Advisory Services LLP Full time

    Job DescriptionThe role of an Analyst in MP Financial Advisory Services LLP is a challenging and enriching one. The successful candidate will be involved in providing solutions to the problems faced by corporates in the credit risk domain, gaining valuable insights by interacting with senior management and rating agencies.Key Responsibilities:Financial...