Financial Consultant

Role and Responsibilities:

As a Financial Consultant, you will provide expert financial advice and services to individuals, businesses, and organizations, helping them make informed decisions to achieve their financial goals. You will be responsible for analysing financial data, creating tailored financial strategies, and providing ongoing advice to ensure the optimal financial health of your clients.

Key Responsibilities:

Financial Planning and Strategy:

· Develop business & financial plans tailored to clients' specific goals, including investment management and cashflow management

· Advise on appropriate financial products and strategies to maximize clients' wealth while managing risk.

Budgeting and Forecasting:

· Work with clients to develop and manage personal or business budgets, ensuring efficient allocation of resources to meet financial objectives.

· Create financial forecasts to predict future financial trends and suggest strategic adjustments as necessary.

· Support internal budgeting, forecasting, and financial planning activities to ensure effective financial management.

Financial Risk Management:

· Assess clients' financial risks and recommend strategies to minimize exposure, including insurance, investment diversification, and emergency funds.

· Monitor market conditions and inform clients of potential risks affecting their financial plans.

· Manage and monitor internal financial controls, including payroll oversight, accounts payable, and accounts receivable.

· Support internal teams in using Zoho-based accounting and reporting tools for finance operations.

· Prepare internal financial reports and management information to support leadership decision-making.

Client Relationship Management:

· Support business development activities, including creating financial service proposals, client scoping documents, and advisory presentations

· Assist in client acquisition and expansion by providing financial analysis and proposal support

· Build and maintain strong relationships with clients, understanding their financial goals, needs, and concerns.

· Provide ongoing advice and support, regularly reviewing financial strategies and suggesting modifications when necessary.

Regulatory Compliance:

· Stay updated on financial regulations and laws, ensuring that clients’ financial strategies comply with relevant rules and regulations.

· Assist clients in financial planning and ensure compliance with tax laws, identifying tax-saving opportunities.

Advisory and Reporting:

· Prepare detailed financial reports for clients, including performance reviews, risk assessments, and investment returns.

· Offer recommendations based on financial data and trends to help clients make informed decisions.

Market Research and Trend Analysis:

· Monitor market trends, economic conditions, and industry developments to provide informed financial advice.

· Conduct thorough analysis to identify investment opportunities or areas for cost-saving.

________________________________________

Qualifications and Education Requirements:

· Bachelor’s degree in finance, accounting, economics, business, or a related field.

· Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or similar credentials are highly preferred.

· 1+ years of experience in financial consulting, financial analysis, finance manager or any other related financial advisory & operations role.

________________________________________

Preferred Skills:

· Strong proficiency in financial software and tools for analysis and reporting. Proficiency in Zoho preferred but not required

• · Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly.

· Strong analytical and problem-solving abilities to assess financial data and provide actionable insights.

· Detail-oriented with a high level of accuracy in financial calculations and reporting.

· Ability to build and maintain client relationships, offering a personalized approach to financial advisory.

· Knowledge of investment strategies, market conditions, and risk management.

Job Types: Full-time, Contract

Pay: From Rs100,000.00 per month

Education:

• Bachelor's (Required)

Work Location: In person