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Project Details

Consultant to support Bihar Program Team for Investment Planning

A Leading Development Sector Organisation

 Mumbai / Navi Mumbai, Delhi / NCR, Kolkata, Chennai, Bangalore, Pune

Posted on:  9/09/2020

Cinque Terre

Starts on:  14/09/2020

BROAD CATEGORY

Strategy and Business Development

SUB CATEGORY

Strategy development, Program Management Support (PMO),

INDUSTRY

Development/Not for profit

Company Details

A Leading Development Sector Organisation

Assignment Details

Key responsibilities include:
1. Gather financial objectives and data through consultative approach to develop individual client situation perspective.
2. Design centrally manufactured solution, asset allocation and investment program definition.
3.Implement financial solutions and foster positive client relationship.
4. Build and develop positive relationship with new and current clients.
5. Recommend to clients on investments and securities.
6. Prepare coherent, precise and consistent investment paperwork.
7. Manage productive management and staff relationships.

Skills Required

- Should have in-depth investment strategy expertise
- Should possess a high level of knowledge regarding financial laws and procedures in order to protect client investments
- Should have some experience with building relationships and networking to stay informed of industry trends
- Effective written and verbal communication

Assignment Duration

3 month(s)

Capacity Required

10-15 Hrs/Week

No. of Positions

1

Nature of Work

Remote

Profile Requirements

Experience: 15+ years

Qualification: Graduate

fleXpertise required

Skill DevelopmentResourcing StrategyPolicy AnalysisBusiness Intelligence Business & Financial ProjectionsBusiness PlanningBusiness PresentationsInvestment StrategiesProgram Management

ESTIMATED BUDGET

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