Financial Advisor

Company Description

DEB Management Consulting is an emerging financial and engineering boutique consulting organization based in Chennai, Tamil Nadu, India, with a presence across Southern India. We specialize in banking and private financing, offering innovative financial products such as offshore accounts, various forms of bank guarantees and letters of credit, and PE Funds for renewable energy and shipping. Our global connections enable us to facilitate cross-border trade, and we are trusted by investors for our expertise in project assessment and selection. We represent funds from the US and Switzerland for projects in India, MENA, and Sub-Saharan regions, focusing on large-scale investments.

Role Description

This is a Part-time, remote location for a Financial Advisor located in Chennai, India. The Financial Advisor will be responsible for providing investment advice, conducting preliminary assessments of the project, preparing a feasibility study, meeting with the project owner to understand the project overview, conducting risk assessments, and demonstrating knowledge of equity investments and cash-flow management. Day-to-day tasks include assessing clients' financial needs, preparing financial plans, advising on investments, and offering guidance on financial products and services. The role involves maintaining client relationships and staying updated on financial markets and regulations. Prior experience of Bank and NBFC in India or GCC is an added advantage.

Qualifications

• Expertise in financial planning and retirement planning
• Strong knowledge of Indian Banking, FDI, Balance Sheet reading and investment strategies
• Experience in providing financial advisory services
• Excellent analytical and communication skills
• Ability to work independently and collaboratively within a team
• Bachelor's degree in Finance, Economics, Business, or related field
• Preferably retired officials from Indian and ME Banks
• Experience in the financial consulting industry is an advantage

Please feel free to reach us at rana@debmanagement.in | shyam@debmanagement.in

Compensation will be based on our successful raising of DEBT and Equity.