Financial consultant

Prolegion

2 - 5 years

4 - 7 Lacs

Kolkata

Posted:1 day ago| Platform:

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Skills Required

Relationship management Economics Compliance Financial reporting Client servicing Analytical Finance Financial planning Active directory Application software

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Description: Financial Consultant Location: Hybrid in Kolkata, West Bengal, India Roles and Responsibilities

Analyze clients financial status, risk tolerance, and investment goals to provide sound financial advice and strategies.
Prepare and interpret financial models, economic trends, and market performance for effective financial decisions.
Utilize expertise in .Net to develop and implement customized financial solutions for clients.
Harness knowledge of Active Directory to manage access and enhance security within the financial systems.
Use After Effects for creating visual content that aids in presentation materials and proposals.
Maintain relationships with clients by providing continuous financial guidance and advisory services.
Stay updated with the latest financial regulations, product offerings, and industry trends to ensure compliance and optimal service.
Collaborate with other financial professionals and departments to ensure a comprehensive approach to financial consulting.

Required Qualifications

Bachelor s degree in Finance, Business Administration, Economics, or a related field.
Proven experience in financial planning, investment advisory, or related financial consultancy role.
Proficiency in .Net with a strong understanding of financial software and applications.
Experience with Active Directory for managing secure access in financial systems.
Skills in After Effects for developing engaging presentation materials and financial visuals.
Excellent analytical, decision-making, and problem-solving skills with a strategic mindset.
Strong communication and interpersonal skills for effective client interaction and relationship management.
In-depth knowledge of financial software applications and the ability to adapt quickly to new technologies.

Key Responsibilities

Work with a diverse portfolio of clients to develop and implement personalized financial plans.
Provide detailed financial forecasts and insights to guide clients financial strategies.
Develop financial reports and dashboards that leverage .Net capabilities to track and improve client outcomes.
Implement and oversee security protocols utilizing Active Directory, ensuring compliance with industry standards.
Create engaging and informative content using After Effects to effectively communicate financial information.
Continuously monitor clients portfolios and financial strategies, making adjustments as required by changes in economics, market conditions, or client objectives.
Deliver exceptional client service and maintain positive client relationships through ongoing engagement and support.
Contribute to team projects and collaborate with colleagues to drive innovation and improve service offerings.

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