Is this position remote or on-site?

This Financial Consultant role is based in Delhi and is not remote.

What type of employment is this job?

This is a freelance contract position with Kotak Mahindra.

How much does this role pay?

The compensation for this role is INR 500,000 per year.

What qualifications do I need to apply?

You should have a Bachelor's Degree in Finance or a related field, along with skills in sales, financial planning, and client relationship management.

What kind of experience is preferred for this job?

1-3 years of experience in a similar financial consulting role is preferred.

What will my main responsibilities be?

You will conduct financial assessments, develop tailored plans, maintain client relationships, promote financial products, and collaborate with your team to improve client outcomes.

Financial Consultant – Delhi, India

Published on CazVidat Jasmeet Kaur

Explore a freelance Financial Consultant opportunity in Delhi with Jasmeet Kaur. Advise clients, build financial plans, and earn INR 500,000 per year.

Verified by CazVid5 months agoOpen until: Nov 16, 2026

Apply now

Salary

₹500,000 per year

Location

Delhi, Delhi, India

Employment type

Contract

Workplace

Not provided

Financial Consultant – Delhi, India

₹500,000 per year

Apply now

Job description

Jasmeet Kaur is seeking a freelance Financial Consultant for an opportunity with Kotak Mahindra in Delhi, India. In this client-facing role, you will provide financial guidance, develop personalized plans, and help clients make informed decisions about their financial goals. This is an on-site position.

Key Responsibilities

Assess clients’ financial needs, goals, and risk tolerance.
Develop tailored financial plans aligned with clients’ circumstances and aspirations.
Build and maintain strong client relationships through regular communication.
Review and adjust financial plans as clients’ goals and market conditions change.
Promote relevant financial products and services using effective sales strategies.
Stay informed about financial regulations, products, and industry trends.
Collaborate with colleagues to support client outcomes.

Required and Preferred Qualifications

Bachelor’s degree in finance or a related field.
Skills in sales, financial planning, and client relationship management.
Knowledge of financial products and investment strategies.
Proficiency with financial analysis and client management software.
One to three years of experience in a similar role preferred.

Compensation and Work Arrangement

This freelance position is based in Delhi, Delhi, India, and offers compensation of INR 500,000 per year. The role is described as an opportunity with Kotak Mahindra; the listed employer is Jasmeet Kaur.

Frequently asked questions

Is this position remote or on-site?
This Financial Consultant role is based in Delhi and is not remote.
What type of employment is this job?
This is a freelance contract position with Kotak Mahindra.
How much does this role pay?
The compensation for this role is INR 500,000 per year.
What qualifications do I need to apply?
You should have a Bachelor's Degree in Finance or a related field, along with skills in sales, financial planning, and client relationship management.
What kind of experience is preferred for this job?
1-3 years of experience in a similar financial consulting role is preferred.
What will my main responsibilities be?
You will conduct financial assessments, develop tailored plans, maintain client relationships, promote financial products, and collaborate with your team to improve client outcomes.