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Project Details

Strategy for expanding access to Financial Services in India

A Leading Development Sector Organisation

 Mumbai / Navi Mumbai, Delhi / NCR, Bangalore

Posted on:  3/07/2019

Cinque Terre

Starts on:  8/07/2019


Strategy and Business Development


Strategy development, Business planning processes, Business development, Valuations & business modelling, Data analytics, Corporate Strategy,



Company Details

A Leading Development Sector Organisation

Assignment Details

Our client, a leading development sector organization, is looking for a seasoned Financial Strategy Consultant who can support them on formulating strategy work on the financial services sector in India.

The project will entail :

*Landscaping of insurance, savings and personal investment segments in terms of
current reach and scope, especially to BOP (bottom of pyramid) households
*Identify key gaps by product segment and potential focus areas to improve access
*Engage in round table and one-on- one discussion with the key stakeholders
externally and within the foundation to identify priority areas of focus and strategies to get there
*Facilitate internal problem solving sessions to define the strategy for the
foundation's engagement in financial services in India and key approaches
*Help lay out the roles which the foundation and potential partners can
play to drive access to key financial services to the target groups
*Developing synthesised documents outlining the landscape findings and proposed strategy for discussions with senior leadership at the foundation

This is a 6-8 weeks assignment which will require a minimum of 3 days presence On-Site in Delhi

Skills Required

Skills Required :
• In-depth understanding of the Financial services sector and systems
• Strong strategy consulting experience in the Financial sector (prior experience associated with such projects is a plus)
• Ability to work collaboratively in a team environment
•Comfort with doing hands-on research & data analysis
•Ability to analyse reserach data and derive strategic recommendations
•Ability to present the findings to the senior stakeholders

Assignment Duration

2 month(s)

Capacity Required

Full Time

No. of Positions


Nature of Work

Both (On-site & Remote)

Profile Requirements

Experience: 11+ years

Qualification: Post Graduate or Higher

fleXpertise required

ConsultingPersonal InvestmentPersonal SavingsFinancial inclusionBusiness StrategyMicroFinanceFinancial PlanningInsuranceBusiness PlanningFinancial ServicesBusiness developmentStrategy Development Business & Financial ProjectionsBusiness Planning Financial StrategyPayments




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