Project Manager

4 days ago

Bengaluru, Karnataka, India Clearcover Insurance Full time ₹ 12,00,000 - ₹ 36,00,000 per year

About The Company :

We enable businesses and investors to make smarter financial decisions through expert advisory, innovative strategies, and actionable insights. Our team blends analytical rigor with deep market understanding to deliver solutions that drive real impact.

We're now looking for a
Project Manager

who thrives in dynamic environments, takes ownership from concept to completion, and ensures every project aligns with our strategic goals and client success standards.

Role Overview

The
Project Manager

will oversee multiple client and internal projects across financial advisory, investment, and business consulting domains. This role demands a
self-starter

with strong accountability, process orientation, and communication skills to manage timelines, teams, and client expectations seamlessly.

Key Responsibilities

  • Lead end-to-end project planning, execution, monitoring, and closure across financial advisory and consulting engagements.
  • Translate client goals into actionable project plans with clear milestones and deliverables.
  • Coordinate with advisory, research, operations, and compliance teams to ensure timely delivery.
  • Track progress using defined KPIs and proactively identify and mitigate risks.
  • Prepare and maintain project documentation, reports, and dashboards for stakeholders.
  • Drive efficiency through process improvement and automation initiatives.
  • Foster a culture of accountability and cross-functional collaboration.

Required Skills & Qualifications

  • Bachelor's degree

(Finance, Business, or related field preferred); MBA or PMP certification is a plus.
- 5–10 years

of project management experience in financial services, consulting, or related domains.
- Proven ability to manage multiple complex projects with minimal supervision.
- Strong understanding of financial concepts, advisory workflows, and client servicing.
- Excellent stakeholder management, communication, and presentation skills.
- Hands-on experience with project management tools (e.g., Asana, ClickUp, MS Project, Jira).
- Highly organized, analytical, and execution-focused mindset.

What We Value

  • Ownership:

You take charge and deliver without needing to be told twice.
- Accountability:

You meet commitments and drive results with integrity.
- Agility:

You adapt quickly to shifting priorities and evolving client needs.
- Collaboration:

You work seamlessly with cross-functional teams.

Why Join Us

  • Work with seasoned financial professionals shaping growth strategies for top clients.
  • Be part of a team that values trust, precision, and impact.
  • Opportunities to lead high-visibility projects and grow into senior leadership roles.
  • Competitive compensation and a performance-driven culture.

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