Meenu Singh

How the role of a Finance Manager has changed over the years and what it will be like in the future?

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by Meenu Singh
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RE: How the role of a Finance Manager has changed over the years and what it will be like in the future?

Preeti Taneja
Preeti Taneja
Verified Career Expert
Dy. Manager Education & Counselling, Welspun India Limited
  • Chandigarh

Managing money is a tricky business, managing other people's money is not just tricky ; Its a lot challenging anddifficult Considering most people need guidance on where to invest , how to save taxes, the best insurance scheme , which fund to invest in, which stock to hold, which one to sell, how to plan children education and their own retirement. Finance experts are most sought after with a fast growing working population that earns well and needs expert handling of theirfinances.




Various roles of Financial Expert:-




Investment / Merchant Banking- Investment banking comprises two major businesses. One is the advisory/ corporate finance role which entails mergers and acquisitions. This would entail understanding valuations, finding targets, negotiation and compliance with legal regulations.



The second role is what is more popularly called equity markets role. This entails helping corporate raise funds from investors or the public. So it may entail working on IPOs or institutional offerings.



Corporate Banking- This role entails the entire plethora of banking services required by corporate. Corporate can be divided into largely two sections large corporate and MSME which is medium and small enterprises. A corporate banker would thus have companies as his clients and service them.




Fund Management- As a fund manager, one is an important decision maker typically at a mutual fund. He has a good overall understanding of the macro factors which affect the markets as well as the micro factors about which company to invest in. He invests money in stock market, debt market, directly into companies etc depending upon his fund mandate.



Equity Research & Sales- The role of equity research is to find out the correct value of the stock which is trading on the stock exchange doing various types of research namely fundamental and technical analysis.



Project Finance & Loan Syndication- His role entails arranging for long term finance for infrastructure and industrial projects which will take along time to pay back. The first step is to understand the project , conduct a feasibility study, risk assessment and a detailed financial model. This is done with the purpose to rope in equity partners and lenders.



Financial Risk Management- Financial risk management is the practice of creating economic value in a firm by using financial instruments to manage exposure to risk particularly credit risk and market risk.



Wealth Management- Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services. High net worth individuals, small business owners and families who desire the assistance of credential financial advisory specialist call upon wealth managers to coordinate retail banking, estate planing, legal resources, tax professionals and investment management

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