1,639 Financial Consultant jobs in India

Job Description:

Responsibilities range based on project type and Client requirements, and could include:

• Developing bespoke financial models to suit the needs of projects – this includes assessment of financial performance of various assets, phases, plots or zones etc. as needed.
• Identifying, evaluating and testing alternative development and operating models – with flexibility within the model to test multiple options.
• Preparing financial feasibility reports/ presentations to summarise and present results, and provide strategic recommendations.
• Ensuring compliance with all quality assurance/ control requirements in line with internal processes.
• Contributing to project proposals and other business development activities as required.

Minimum Requirements

• Strong first degree in relevant discipline (Finance, Business or similar). Post graduate qualification (MSc. or MBA) an advantage.
• Experience in conducting excel-based discounted cash flow analyses and investment appraisal
• 8+ years of experience in a similar/ relevant field (consulting, real estate and infrastructure financing etc.)
• Team player, strong communication skills, self-motivated, problem-solving skills, able to manage time and resources and work under tight timeframes.

Core Competencies:

• Communication: Good communication skills (verbal and written)
• Analytical Skills: Demonstrable qualitative and quantitative abilities to inform strongly evidenced recommendations and advice
• Technical Skills: Good technical capabilities and experience in providing professional economic advice across a range of projects
• Resource Management: Experience in managing time and resources to meet project deadlines within budget
• Management / Leadership: Demonstrable experience in leading teams in the delivery of projects

Should have 7 to 10 Yrs. Of overall experience.

Exposure of working in IT Consulting Projects

Exposure of working in IT Application Development

Should have worked at least 3Yrs. On Government Projects

Should have given at least 3 Years In projects related to Finance Domain

Should have Excellent Verbal and Written Communication Skills.

Qualification: CA or CS or MBA in Finance.

Benefits

For Deloitte- We’re hiring for one of the world’s leading professional services organizations — part of the prestigious “Big 4” — known for setting global standards in consulting, advisory, audit, risk, tax, and technology services.

This firm works with some of the biggest brands and governments worldwide, helping them solve complex challenges, drive innovation, and build sustainable futures.

If you’re passionate about working in a fast-paced environment, love solving problems, and are excited about learning from the best minds in the industry, this is your opportunity.

Join a culture that values collaboration, continuous growth, diversity, and making a real-world impact across industries.

As a Financial Consultant at Talent Worx, you will play a vital role in providing expert financial advice and strategic guidance to our clients. You will work closely with organizations to assess their financial health, develop comprehensive financial plans, and implement strategies to drive profitability and growth. The ideal candidate should possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve their financial goals.

Requirements

Key Responsibilities:

• Analyze clients' financial status and identify opportunities for improvement.
• Develop and implement financial strategies tailored to clients' unique needs.
• Provide ongoing support and advice on financial management, investment opportunities, and risk assessment.
• Prepare detailed financial reports and presentations for clients.
• Stay updated on financial trends, market conditions, and regulatory changes.
• Build and maintain strong relationships with clients to ensure their satisfaction and loyalty.
• Collaborate with other professionals to enhance service offerings and meet clients' needs.

Required Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field; a master's degree or professional certification (CFA/CPA) is a plus.
• 3-5 years of experience in financial consulting, accounting, or related fields.
• Strong understanding of financial analysis, budgeting, and forecasting techniques.
• Excellent proficiency in financial software and Microsoft Office Suite.
• Outstanding analytical and problem-solving skills.
• Exceptional communication and interpersonal skills to effectively engage with clients.
• Ability to work independently as well as part of a team.

Benefits

Work with one of the Big 4's in India

Healthy work Environment

Work Life Balance

Geojit Financial Service Company

Des : Financial Consultant

Ctc 5 lpa

Job Describtion :

Expand the customer base by actively prospecting for new clients through diverse methods

including cold-calling, appointment scheduling, and harnessing references/leads.

 Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt

Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds

(SGB's) etc. and any other products which may be launched in the future based on the needs of

the customer.

Execute cross & up-selling aimed at providing third-party products to optimize engagement with

current clientele, thereby enhancing revenue generation for the company without any form of

mis-selling.

nsure the maintenance and growth of Assets under Management (AUM) within the branch.

aintain consistent communication with clients who are mapped to him/her via telephone calls

and in-person meetings.

ducate potential prospects about the company, its products, and services.

rovide regular updates to clients through research reports on equity, new mutual fund schemes,

New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.

ssist clients with investment application forms and guide them through the completion process.

eliver after-sales service, conduct follow-ups, and ensure client retention.

repare daily sales reports and submit them to the reporting officer.

Job Description:

Responsibilities range based on project type and Client requirements, and could include:

• Developing bespoke financial models to suit the needs of projects – this includes assessment of financial performance of various assets, phases, plots or zones etc. as needed.
• Identifying, evaluating and testing alternative development and operating models – with flexibility within the model to test multiple options.
• Preparing financial feasibility reports/ presentations to summarise and present results, and provide strategic recommendations.
• Ensuring compliance with all quality assurance/ control requirements in line with internal processes.
• Contributing to project proposals and other business development activities as required.

Minimum Requirements

• Strong first degree in relevant discipline (Finance, Business or similar). Post graduate qualification (MSc. or MBA) an advantage.
• Experience in conducting excel-based discounted cash flow analyses and investment appraisal
• 8+ years of experience in a similar/ relevant field (consulting, real estate and infrastructure financing etc.)
• Team player, strong communication skills, self-motivated, problem-solving skills, able to manage time and resources and work under tight timeframes.

Core Competencies:

• Communication: Good communication skills (verbal and written)
• Analytical Skills: Demonstrable qualitative and quantitative abilities to inform strongly evidenced recommendations and advice
• Technical Skills: Good technical capabilities and experience in providing professional economic advice across a range of projects
• Resource Management: Experience in managing time and resources to meet project deadlines within budget
• Management / Leadership: Demonstrable experience in leading teams in the delivery of projects

Are you a senior citizen looking for a meaningful and flexible work opportunity We are hiring Financial Consultants across PAN India for a light in-office role, ideally suited for retired professionals or individuals aged 55+ who wish to stay active and contribute their experience.

Location: PAN India (In-office role)

Interview Mode: Zoom (1st Round)

• Guide customers with basic financial planning and investment options
• Educate clients on savings plans, insurance, or retirement schemes
• Handle queries and explain financial products in a simplified manner
• Maintain basic records of client interaction
• Follow up on interested leads and assist in onboarding

• Basic understanding of personal finance, savings, and investment options
• Experience or interest in financial advisory, banking, insurance, or customer handling
• Good communication skills in Hindi or English
• Comfortable using a smartphone or basic digital tools
• Willingness to work from a nearby office location

• Senior citizens (Age 55+ preferred)
• Retired individuals from finance, banking, insurance, or similar backgrounds
• Anyone with the ability to communicate clearly and guide others patiently
• Individuals seeking part-time, low-pressure work close to home

If you or someone you know is interested, WhatsApp us at to express interest.

The first round of interviews will be conducted over Zoom .

.

We are seeking a Financial Consultant to provide expert financial advice and strategies to our clients. The ideal candidate will have a strong background in finance and demonstrate the ability to analyze financial data effectively. You will work closely with clients to help them achieve their financial goals.

• Conduct financial analysis and prepare financial reports for clients.
• Develop and implement financial plans and investment strategies tailored to client needs.
• Monitor and evaluate financial performance, making recommendations for improvements.
• Assist clients in understanding financial products and services available to them.
• Provide expert advice on taxation, estate planning, and risk management.
• Stay updated on financial regulations and market trends to offer informed guidance.

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 1-3 years of experience in financial consulting, advising, or a related field.
• Strong analytical and quantitative skills with attention to detail.
• Excellent communication and interpersonal skills to build client relationships.
• Proficiency in financial modeling and forecasting techniques.
• Understanding of investment products, financial markets, and regulatory requirements.
• Ability to work independently and as part of a team, managing multiple client accounts.