462 Financial Consulting Services jobs in India
Financial Services Consulting Professional
Posted today
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Hiring Location- Indore, Nagpur
Who are we?
Infosys (NYSE:
INFY) is a global leader in consulting, technology and outsourcing solutions with annual revenues of $19.3B as of March 2025. We enable clients, in more than 56 countries, to stay a step ahead of emerging business trends and outperform the competition.
- Infosys Consulting partners with clients to transform their businesses in areas such as strategy, processes, organization, systems, and risk. Infosys Consulting has offices across the US, Europe, APAC, and India.
- We are Value Integrators – we deliver realized business value by managing transformations from strategy through execution, including operating and optimizing delivered solutions.
- The Consulting team in India works with its overseas counterparts to provide business consulting services to clients in the US, Europe, Asia Pacific and Middle East markets.
- At Infosys Consulting, we recognize the need for greater Diversity and Inclusion at the workplace, and on this journey, we place special emphasis on enabling gender diversity. Women form an integral part of our company and we do all that we can to build an inclusive, supportive and safe workplace.
What are we looking for?
We are looking for smart, self-driven, high-energy people with top notch communication skills, intellectual curiosity and passion for excellence. Our consultants have a blend of in-depth domain expertise , strong business consulting skills and excellent soft skills .
We are looking for people with a deep understanding of financial services and in-depth expertise in Financial Services and Insurance , with experience in one or more of the following areas:
- Business Strategy, IT Strategy, Digital Transformation, Process Consulting, Service Blueprinting, Customer Experience, Cost Optimization, Program Management, Change Management, Product Implementation, Business Analysis and Post-merger Integration.
- Consulting & advisory experience with top-tier consulting organizations strongly preferred.
- Full time MBA from top-tier business schools.
- Driving digital strategy for FSI clients using key emerging technologies likes Artificial Intelligence, Advanced Analytics, Omni/Conversational Channels, Cloud, Blockchain, Social & Mobility.
- Domain Expertise in one or more of the following areas:
- Banking:
Retail banking, commercial banking, trade finance, core banking transformation. - Banking Payments:
International payments, cards, real time payments, payment channels, engines, hubs and gateways. - Channels and Distribution:
E-Banking, Omni-channel, Open Banking and Conversational Banking. - Governance, Risk and Compliance:
AML, KYC, client onboarding, regulatory change management, regulatory reporting, anti-financial crime, risk management. - Capital Markets:
Investment Banking, Private Banking, Wealth Management, Market Infra, Retirement Services - Insurance:
Life, property & casualty, annuities and retirement services, PAS transformation.
What will you do?
At Infosys Consulting, you will:
- Work on business consulting engagements as part of a cross-cultural team across regions.
- Take up a range of roles in the areas of process consulting, functional consulting, tech strategy, program management and change management.
- Analyze problems and come up with solutions, often creative and out-of-the-box.
- Apply business consulting frameworks and methodologies to address business problems.
- Be responsible for the delivery of business results to clients.
- Lead workshops to collaborate with client stakeholders and educate them throughout the process.
- Lead / contribute to sales pursuits, consulting offerings and internal initiatives.
- Participate in a variety of Firm building events and the consultant referral program.
What do we require?
We are seeking success-oriented people who have a consulting mindset, strong analytical skills, a competitive drive, and an entrepreneurial spirit that will help propel the continued growth of the firm. We look for candidates that have prior relevant work experience, excel in ambiguous situations and possess a passion for helping companies become more competitive. Business acumen combined with a comfort with technology is a must as well as strong verbal and written communication skills. Candidates must be able to quickly frame complex business problems and prioritize root causes with confidence.
We pride ourselves on hiring consultants that immediately fit into the fun yet professional atmosphere of Infosys Consulting. We value intellectual curiosity, initiative, and entrepreneurial drive!
Financial Consulting Manager - Fund Services+
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We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
Qualifications:
RSM seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior endeavors.
Specific Responsibilities:
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .
RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the in the Indian Armed Forces; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at .
Financial Consulting Supervisor - Fund Services+
Posted today
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We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
About this role: RSM is actively seeking talented Property accounting professionals who are characterized by high motivation, self-direction, strong analytical skills, and a track record of excellence in their previous roles.Are you an experienced property accounting professional on the hunt for an exciting career opportunity with a leading fund service provider that boasts a best-in-class technology platform and an end-to-end fund service model tailored for the private markets?
Do you aspire to deepen your technical expertise in intricate fund terminologies, address complex accounting challenges, and navigate the intricacies of fund structures within the private markets? Are you enthusiastic about engaging with and collaborating alongside a diverse range of clients? Are you in pursuit of a career that promises stimulating and diverse avenues for professional growth?
If so, RSM's Fund Services + is the right fit for you!
Specific Responsibilities:
Qualifications:
RSM seeks to hire individuals who are highly motivated, self-driven, analytical and have demonstrated excellence in prior endeavors.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .
RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the in the Indian Armed Forces; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at .
Financial Advisory
Posted today
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Company Profile:
Money Honey Financial Services Pvt Ltd Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai. The Money Honey is a one-stop shop for information, advice as well as transaction execution of financial services. Money Honey along-with its subsidiaries caters to entire gamut of financial services including equities and commodities broking, portfolio management, distribution of mutual funds, Commodities, Govt Bonds, IPO, Fixed Deposit, etc. A specialized and trained team facilitates the smooth acquisition and servicing of a large customer base.
Job Overview:
1.Investment Specialist role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc).
2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix
Qualifications and Skills:
Knowledge or interest in Mutual Funds and Finance
Good communication skills
Basic computer skills
Recent graduates with a degree in Finance or related field
Freshers with a passion for the financial services industry
Please forward your resume, salary history and other pertinent information to the following
person in order to be considered for this position:
or
Financial Advisory
Posted 9 days ago
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Job Description
Company Profile:
Money Honey Financial Services Pvt Ltd Money Honey Financial Services Pvt Ltd, incorporated in 8th May of the year 2008 at Mumbai. The Money Honey is a one-stop shop for information, advice as well as transaction execution of financial services. Money Honey along-with its subsidiaries caters to entire gamut of financial services including equities and commodities broking, portfolio management, distribution of mutual funds, Commodities, Govt Bonds, IPO, Fixed Deposit, etc. A specialized and trained team facilitates the smooth acquisition and servicing of a large customer base.
Job Overview:
1.Investment Specialist role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc).
2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance matrix
Qualifications and Skills:
Knowledge or interest in Mutual Funds and Finance
Good communication skills
Basic computer skills
Recent graduates with a degree in Finance or related field
Freshers with a passion for the financial services industry
Please forward your resume, salary history and other pertinent information to the following
person in order to be considered for this position:
or
Financial Advisory Specialist
Posted today
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Job Description
About us:
Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.
Founded by a team with deep experience across finance, product, and technology, we’re backed by world-class investors including Y Combinator, Kunal Shah, and Harvard Management Company. Since our inception, over 1 lakh clients have trusted Stack Wealth with ₹100+ crores in assets, a testament to the trust we’re building in India’s next generation of investors.
We're not here to follow the playbook—we’re here to write a new one. If you're excited about transforming how Indians build wealth, you're in the right place.
About the Role:
We’re looking for a smart, driven Wealth Manager who thrives on building relationships and closing deals. You’ll be the face of our personalised wealth management platform—helping clients make smarter investment decisions while growing their wealth (and ours).
If you're great at building trust, explaining markets in plain English, and following through till the deal is done, you’ll fit right in.
What You’ll Do:
- Be the first point of contact for prospects—understand their profile, explain our advisory model, and onboard them into Stack’s personalised stock portfolios.
- Manage your sales pipeline like a pro. Follow up, close deals, hit your acquisition targets.
- Run quarterly video reviews with each client—break down portfolio performance, compare it to benchmarks, answer queries, build trust.
- Keep the communication flowing—emails, calls, nudges, updates—ensure clients always feel informed and taken care of.
- Spot opportunities to grow each portfolio—cross-sell PMS, upsell allocations, deepen wallet share.
- Dive into client portfolios and suggest smart improvements, all in line with Stack’s core investment philosophy.
What We’re Looking For:
- 2+ years of experience in sales or advisory roles in financial services (banks, AMCs, wealth firms, etc.)
- Strong academic background
- Exceptional communication skills—clear, confident, and convincing
- Deep knowledge of financial markets, MFs, stocks, and investment strategies
- High sales ownership and strong relationship-building instincts
- Ability to explain complex investment methodology to clients in simple terms
Why Join Us:
We're rethinking how India invests. You'll be part of a fast-moving startup, working with passionate folks who genuinely care about building something valuable. If you love sales, markets, and helping people grow their wealth—you’ll love it here.
Financial Advisory Professional
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Company Description
With over 25 years of dedicated service, we are a leading Chartered Accountant and Business Advisory firm committed to delivering exceptional, high-quality services to clients across the globe. Our firm specializes in providing sound financial advice, risk mitigation strategies, and tailored business solutions, ensuring that your financial needs are met with the highest standards of professionalism and integrity.
Role Description
This is a full-time on-site role for a Chartered Accountant located in Bengaluru. The Chartered Accountant will be responsible for managing financial records, preparing financial statements, performing audits, and ensuring compliance with accounting regulations. The role also involves tax planning and advising on financial strategies, liaising with clients and managing accounts, as well as conducting financial analyses and risk assessments to support business decisions.
Qualifications
- Financial record management, financial statement preparation, and auditing skills
- Expertise in tax planning and financial strategy advising
- Client liaison, account management, and financial analysis skills
- Risk assessment and regulatory compliance expertise
- Excellent written and verbal communication skills
- Proficiency in accounting software and Microsoft Office suite
- Bachelor's degree in Accounting, Finance, or related field
- Qualified Chartered Accountant certification
- Experience in an insolvency practitioner firm is a plus
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Financial Advisory Services
Posted 1 day ago
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**Education**: CA/ CFA (USA)/ MBA (Finance)
- At least 3 to 5 years of valuation/ financial modelling experience. The person should have worked on complex company forecast and valuation models;
- Should have excellent spreadsheet modelling skills, with good analytical skills and an ability to analyse and solve problems. Should enjoy working in a challenging and professional environment;
- Ability to manage engagements for valuation and financial advisory transactions (mergers and acquisitions), financial feasibility of projects and corporate and debt restructuring;
- Should have good team management and project management skills;
- Mentor professionals at the junior level;
- Must have a flexible approach and an ability to develop the role as organization continues to grow and presents new opportunities;
- Perform detailed reviews of financial models, arrive at preliminary conclusions and present the findings in a report format to clients;
- Use current technology and tools to enhance the effectiveness of services provided (including MS office - Power point, Excel, Word, Databases such as CapIq, Capitaline, Bloomberg etc.);
- Excellent communication, writing and presentation skills;
- Experience in working with strategy and corporate teams in the past will be an added advantage.
**Benefits**:
- Cell phone reimbursement
- Health insurance
- Leave encashment
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Application Question(s):
- Are you a Chartered Accountant (CA)?
**Education**:
- Master's (preferred)
**Experience**:
- total work: 4 years (preferred)
Analyst Financial Advisory Support
Posted today
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emphasis on creating and delivering a unique client experience that defines and differentiates advisors’
practices. This position will consistently follow high standards of business and professional ethics and legal
and regulatory requirements when dealing with others and/or performing work activities.Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,
State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added
advantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeTimings
(8:00p-4:30a)India Business Unit
AWMPO AWMP&S President's OfficeJob Family Group
Business Support & OperationsAnalyst Financial Advisory Support
Posted today
Job Viewed
Job Description
emphasis on creating and delivering a unique client experience that defines and differentiates advisors’
practices. This position will consistently follow high standards of business and professional ethics and legal
and regulatory requirements when dealing with others and/or performing work activities.Key Responsibilities
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools
Required Qualifications
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,
State IAR, State Insurance)
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)
o Good communication skills
o Basic understanding of MS power point, MS Excel and MS Word
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added
advantage
o Must have an eye to detail with high accuracy levels
o Ability to meet strict timelines per the agreed SLAs for advisor practices
Preferred Qualifications
Experience of interacting with advisors or U.S business partners will be preferred
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full timeTimings
(8:00p-4:30a)India Business Unit
AWMPO AWMP&S President's OfficeJob Family Group
Business Support & Operations