Financial consultants, sometimes known as financial advisors, advise customers on taxes, retirement planning, investments, and insurance selections in order to assist them to accomplish their financial goals. Financial consultants work for financial institutions or consulting businesses or are self-employed. A financial consultant is in charge of developing financial plans for both businesses and individuals. They are in charge of ensuring that the organisation meets its financial objectives through various means. A financial consultant's key responsibilities include designing financial strategies, monitoring the financial status, projecting the fiscal year, and providing clients with various options.
Phone Number: 9953776253 | Email : email@example.com | LinkedIn: linkedin.com/company/getsetresumes
FINANCIAL CONSULTANT-leveraging 6+ years of experience
High-impact Financial Consultant with a proven track record of identifying projects and facilitating action-oriented plans to help companies achieve their goals.
Financial Consultant with 6 years of experience in a wide range of investments. Maintains a track record of generating tailored financial strategies to match clients' needs. Manages various portfolios with meticulous attention and ongoing economic trend analysis to identify optimum asset allocation. Successful at assessing commercial and investment opportunities, as well as swiftly grasping companies and markets. Equally impressive results in terms of new business development, expansion, and diversification.
Greenlam Industries ltd, Noida | Jan. 2019 – Present
Sahni Natarajan & Bahl, Greater Noida | Apr. 2016 – Dec 2018
Education – MBA (Accounting and Finance) | VIPS | 2010
BBA, Indraprastha University | 2008
Languages Known: English & Hindi
~References and other documents available upon request ~