Employer Active
- India
Not Disclosed
Salary Not Disclosed
1 Vacancy
Objectives of this role
Develop longterm financial and tax plans for clients
Assess clients financial standing to determine growth opportunities
Generate indepth detailed reports on clients financial performance
Foster positive longterm working relationships with clients
Stay up to date with current events and business trends
Expand current client base
Responsibilities
Create an effective strategy that helps clients and boost revenue
Partner with clients through investment plans tax plans risk assessment and other financial services
Manage multiple clients and carefully track each of their financial goals
Ensure that clients financial procedures and policies adhere to the law
Collaborate with accountants lawyers and financial professionals
Oversee current and future tax payments
Skills and qualifications
Formal financial certification relevant to region
Excellent verbal and written communication skills
Strong understanding of accounting software
Knowledge of financial regulations and current economic trends
Interpersonal skills when networking with clients
Ability to facilitate data analysis and risk assessment
Preferred qualifications
Proven work experience in a financial institution
A degree in finance business development or economics
Sharp attention to detail
Mathematic skills
Clear understanding of business processes
Familiarity with leading clients through investment opportunities
Full Time