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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


Strategy and Business Development


Strategy development, Program Management Support (PMO),


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


Nature of Work


Profile Requirements

Experience: 15+ years

Qualification: Graduate

fleXpertise required

Business Intelligence Business PresentationsProgram ManagementPolicy AnalysisInvestment StrategiesSkill DevelopmentBusiness PlanningBusiness & Financial ProjectionsResourcing Strategy




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