Senior Financial Services Strategist

2 days ago


Kollam, Kerala, India beBeeStrategy Full time ₹ 15,00,000 - ₹ 20,25,000

Key Responsibilities:

  • Maintain forecasts on key non-financial metrics and provide strategic recommendations.
  • Gather and consolidate internal and external data for projects.
  • Draft a bi-weekly industry newsletter for leadership.
  • Support thought leadership pieces for executive leadership on areas, peers, and regulations.
  • Owning workstreams in projects and expertising data visualization.
  • Analyse investment budgets and insights across themes.

About the Role

To excel, you'll need strategy or consulting experience in financial services and helping stakeholders with varied needs. You'll bring strong research skills and PowerPoint presentation abilities. Additionally, six years of strategy consulting experience with a focus on research is required, ideally in finance.

Required Skills

  • Strong academic background with BTech and MBA in Finance and 6+ years of banking experience.
  • Strategic planning and insight generation experience.
  • Experience coordinating and working with multiple stakeholders.
  • Strong Excel skills and technical mindset.
  • Solid knowledge of economic and financial markets databases.


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