1,907 Cfa jobs in India

Financial Analyst (CFA Level I & II)

Location: Pune

Job Type: Full-time

Department: Finance / Investment Analysis / Corporate Strategy

About the Role:

We are seeking a highly motivated and detail-oriented Financial Analyst who has successfully completed CFA Level I and II. The ideal candidate will support investment analysis, financial modeling, and strategic decision-making initiatives. You will work closely with senior analysts and management to evaluate financial data, prepare reports, and contribute to business insights.

Key Responsibilities:

• Conduct in-depth financial analysis of companies, sectors, and investment opportunities.
• Build and maintain financial models, including DCF, comparable company analysis, and precedent transactions.
• Prepare investment memos, reports, and presentations for internal and external stakeholders.
• Assist in budgeting, forecasting, and variance analysis for corporate or client portfolios.
• Analyze macroeconomic trends, market movements, and industry developments.
• Support M&A, fundraising, or strategic planning initiatives with data-driven insights.
• Collaborate with cross-functional teams such as accounting, operations, and strategy.
• Assist in risk assessment and monitoring of portfolio performance.
• Stay updated on financial regulations, industry best practices, and CFA Institute standards.

Required Qualifications:

Bachelors degree in Finance, Economics, Accounting, or related field.

Successfully cleared CFA Level I and II.

13 years of experience in finance, investment analysis, corporate finance, or consulting.

Strong knowledge of financial statements, valuation techniques, and capital markets.

Proficiency in Excel (advanced modeling), PowerPoint, and financial databases (Bloomberg, Capital IQ, etc.).

Excellent analytical, quantitative, and problem-solving skills.

Strong communication skills both written and verbal.

High attention to detail, integrity, and a strong work ethic.

Preferred Qualifications:

Progressing towards CFA Level III is a plus.

Experience in (insert industry: e.g., investment banking, private equity, asset management, etc.).

Familiarity with Python, Power BI, or data visualization tools is an added advantage.

What We Offer:

Opportunity to work with a dynamic team of finance professionals.

Exposure to high-impact projects and senior leadership.

Competitive salary and performance-based bonuses.

Role : Chartered accountant-Financial Analyst

Location : Mumbai 

Experience : 5 to 6 Years 

Qualification : CA

Job Discription : 

 Develop and maintain complex financial models to support business planning, scenario

analysis, and support investment decisions using IRR calculations.

Evaluate upcoming government tenders to determine the floor and cap price to be used in

the auction process.

valuate M&A opportunities to expand the development pipeline of the pipeline.

uarterly valuation of all operating and under construction assets of the portfolio.

ead the Annual Asset Revaluation process of all assets as per IFRS 16.

eading the preparation of presentation with Global Leadership team, co -investors etc.

upport the preparation of the annual business plan process.

racking of covenant compliance for all financing facilities in the platform.

ead all quarterly and annual global reporting related to development portfolio.

Job Title: Academic Counsellor - CFA Program

Location:  Mumbai

Industry:  Education | CFA| Financial Certification | EdTech

About the Role:

Boston Institute of Analytics is seeking an experienced and persuasive Academic Counsellor  to drive admissions for its flagship CFA (Chartered Financial Analyst)  training program. You'll be the first point of contact for incoming leads, responsible for counseling students via phone, video calls, and face-to-face meetings , while converting inquiries into confirmed enrollments through a structured sales process.

Key Responsibilities:

Lead Calling & Qualification

• Make outbound calls  to leads generated through digital marketing, partnerships, and walk-ins.
• Understand the student’s background, goals, and eligibility for the CFA course.
• Qualify and prioritize leads based on interest, urgency, and readiness to enroll.

Follow-ups & CRM Management

• Maintain a robust follow-up schedule via calls, WhatsApp, SMS, and email .
• Use CRM tools to track lead stages, next actions, and conversion progress.
• Maintain daily records of interactions, lead updates, and closures.

Video Counseling & Campus Walk-ins

• Conduct one-on-one video counseling sessions  (Zoom/Google Meet) to explain the course roadmap, fees, batch schedules, and career outcomes.
• Handle in-person walk-in inquiries  at the campus and provide full counseling support.
• Tailor sessions to address common student objections (fees, timing, relevance) and guide them to a confident decision.

End-to-End Sales Closure

• Drive prospects through the full B2C sales funnel - from inquiry to counseling to enrollment and payment.
• Collaborate with internal teams to process admissions, collect documents, and confirm course onboarding.
• Meet and exceed monthly admission and revenue targets .

Career & Academic Guidance

• Educate students about the CFA curriculum, level-wise exams, and how it maps to roles in investment banking, equity research, portfolio management, and financial consulting.
• Provide realistic expectations on timelines, job outcomes, and future upskilling needs.

What We’re Looking For:

Experience:

• Minimum 1 year of experience in academic counseling, inside sales, or education B2C sales  preferably CFA test prep courses (CFA/finance/edtech background preferred).

Skills & Traits:

• Strong English and communication skills
• Target-driven, persuasive, and relationship-focused.
• Excellent objection handling, follow-up discipline, and closing skills .
• Comfort with CRM and lead management systems.

Qualification:

• Bachelor's degree in Business, Finance, Marketing, or related fields.
• Additional certifications in sales or finance education are a plus.

Job Title: Academic Counsellor - CFA Program

Location: Mumbai

Industry: Education | CFA| Financial Certification | EdTech

About the Role:

Boston Institute of Analytics is seeking an experienced and persuasive Academic Counsellor to drive admissions for its flagship CFA (Chartered Financial Analyst) training program. You'll be the first point of contact for incoming leads, responsible for counseling students via phone, video calls, and face-to-face meetings, while converting inquiries into confirmed enrollments through a structured sales process.

Key Responsibilities:

Lead Calling & Qualification

• Make outbound calls to leads generated through digital marketing, partnerships, and walk-ins.
• Understand the student’s background, goals, and eligibility for the CFA course.
• Qualify and prioritize leads based on interest, urgency, and readiness to enroll.

Follow-ups & CRM Management

• Maintain a robust follow-up schedule via calls, WhatsApp, SMS, and email.
• Use CRM tools to track lead stages, next actions, and conversion progress.
• Maintain daily records of interactions, lead updates, and closures.

Video Counseling & Campus Walk-ins

• Conduct one-on-one video counseling sessions (Zoom/Google Meet) to explain the course roadmap, fees, batch schedules, and career outcomes.
• Handle in-person walk-in inquiries at the campus and provide full counseling support.
• Tailor sessions to address common student objections (fees, timing, relevance) and guide them to a confident decision.

End-to-End Sales Closure

• Drive prospects through the full B2C sales funnel - from inquiry to counseling to enrollment and payment.
• Collaborate with internal teams to process admissions, collect documents, and confirm course onboarding.
• Meet and exceed monthly admission and revenue targets.

Career & Academic Guidance

• Educate students about the CFA curriculum, level-wise exams, and how it maps to roles in investment banking, equity research, portfolio management, and financial consulting.
• Provide realistic expectations on timelines, job outcomes, and future upskilling needs.

What We’re Looking For:

Experience:

• Minimum 1 year of experience in academic counseling, inside sales, or education B2C sales preferably CFA test prep courses (CFA/finance/edtech background preferred).

Skills & Traits:

• Strong English and communication skills
• Target-driven, persuasive, and relationship-focused.
• Excellent objection handling, follow-up discipline, and closing skills.
• Comfort with CRM and lead management systems.

Qualification:

• Bachelor's degree in Business, Finance, Marketing, or related fields.
• Additional certifications in sales or finance education are a plus.

Job Title: Academic Counsellor - CFA Program

Location:  Mumbai

Industry:  Education | CFA| Financial Certification | EdTech

About the Role:

Boston Institute of Analytics is seeking an experienced and persuasive Academic Counsellor  to drive admissions for its flagship CFA (Chartered Financial Analyst)  training program. You'll be the first point of contact for incoming leads, responsible for counseling students via phone, video calls, and face-to-face meetings , while converting inquiries into confirmed enrollments through a structured sales process.

Key Responsibilities:

Lead Calling & Qualification

• Make outbound calls  to leads generated through digital marketing, partnerships, and walk-ins.
• Understand the student’s background, goals, and eligibility for the CFA course.
• Qualify and prioritize leads based on interest, urgency, and readiness to enroll.

Follow-ups & CRM Management

• Maintain a robust follow-up schedule via calls, WhatsApp, SMS, and email .
• Use CRM tools to track lead stages, next actions, and conversion progress.
• Maintain daily records of interactions, lead updates, and closures.

Video Counseling & Campus Walk-ins

• Conduct one-on-one video counseling sessions  (Zoom/Google Meet) to explain the course roadmap, fees, batch schedules, and career outcomes.
• Handle in-person walk-in inquiries  at the campus and provide full counseling support.
• Tailor sessions to address common student objections (fees, timing, relevance) and guide them to a confident decision.

End-to-End Sales Closure

• Drive prospects through the full B2C sales funnel - from inquiry to counseling to enrollment and payment.
• Collaborate with internal teams to process admissions, collect documents, and confirm course onboarding.
• Meet and exceed monthly admission and revenue targets .

Career & Academic Guidance

• Educate students about the CFA curriculum, level-wise exams, and how it maps to roles in investment banking, equity research, portfolio management, and financial consulting.
• Provide realistic expectations on timelines, job outcomes, and future upskilling needs.

What We’re Looking For:

Experience:

• Minimum 1 year of experience in academic counseling, inside sales, or education B2C sales  preferably CFA test prep courses (CFA/finance/edtech background preferred).

Skills & Traits:

• Strong English and communication skills
• Target-driven, persuasive, and relationship-focused.
• Excellent objection handling, follow-up discipline, and closing skills .
• Comfort with CRM and lead management systems.

Qualification:

• Bachelor's degree in Business, Finance, Marketing, or related fields.
• Additional certifications in sales or finance education are a plus.