Personal Financial Consultant

4 days ago


Delhi, Delhi, India 1CR Club Full time

Company Description

1CR Club is a comprehensive wealth management and financial advisory platform that helps individuals and families plan, invest, and prosper with confidence. We create personalized roadmaps for financial independence and execute investments seamlessly through secure online transactions. Our proven strategies and expert guidance help track growth effortlessly and navigate market cycles. We provide end-to-end financial solutions, catering to both personal and business needs, including business and personal financial planning, investment advisory, insurance planning, and tax & estate planning.

Role Description

This is a full-time on-site role for a Personal Financial Consultant located in New Delhi. The Personal Financial Consultant will be responsible for developing personalized financial plans, offering financial advice and services, conducting financial needs analysis, and managing client portfolios. Daily tasks also include consulting with clients, understanding their financial goals, recommending investment options, and providing regular reviews of financial plans. The role will also involve maintaining records, monitoring market trends, and staying updated with financial products and services.

Qualifications

  • Skills in Financial Planning, Finance, and Financial Services
  • Experience in Consulting and Sales
  • Strong communication and interpersonal skills
  • Ability to analyze and interpret financial data
  • Relevant certifications such as CFP (Certified Financial Planner) or other financial planning certifications
  • Bachelor's degree in Finance, Economics, Business, or related field


  • Delhi, Delhi, India Bandhu4U Services Private Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionBandhu4U Services Private Limited, based in the vibrant heart of Delhi, is a leading financial planning company dedicated to empowering individuals and businesses with expert guidance and personalized solutions. Specializing in a comprehensive range of financial services, Bandhu4U offers trading services, investment solutions, insurance...


  • Delhi, Delhi, India Talent Worx Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    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...


  • Delhi, Delhi, India HR Consultant to Snapdeal Full time ₹ 1,50,000 per year

    Job Title: Financial Modelling (FM) Trainer – Freelance (Remote)Location: RemoteCompensation: Up to ₹1,500/hourPOC : PUSHKIN | About the Role:IIM Skills is looking for an experienced Financial Modelling Trainer to deliver practical, engaging training to aspiring finance professionals. This is a freelance, weekend-only remote opportunity.Key...


  • Delhi, Delhi, India Talent Worx Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Should have 7 to 10 Yrs. Of overall experience.Exposure of working in IT Consulting ProjectsExposure of working in IT Application DevelopmentShould have worked at least 3Yrs. On Government ProjectsShould have given at least 3 Years In projects related to Finance DomainShould have Excellent Verbal and Written Communication Skills.Qualification: CA or CS or...

  • Financial Analyst

    3 days ago


    Delhi, Delhi, India Explore Abroad Edu Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Company DescriptionExplore Abroad Edu is a New Delhi–based overseas education consultancy, committed to guiding Indian students toward globally recognized medical careers through structured, transparent, and affordable pathways. We specialize in facilitating direct admission to top medical universities in countries such as Russia, Georgia, Cyprus, Armenia,...


  • Delhi, Delhi, India Genesis Head Hunters Full time ₹ 20,00,000 - ₹ 24,00,000 per year

    An experienced Financial Controller to undertake all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget, and forecast preparation, as well as development of internal control policies and procedures.Detailed role would include:Oversee all financial control activities and financial operations across...


  • Delhi, Delhi, India Deloitte Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job requisition ID :: 91832Date: Nov 6, 2025Location: DelhiDesignation: ConsultantEntity: Deloitte Touche Tohmatsu India LLPYour potential, unleashed.India's impact on the global economy has increased at an exponential rate and Deloitte presents an opportunity to unleash and realize your potential amongst cutting edge leaders, and organizations shaping the...

  • Consultant

    2 weeks ago


    Delhi, Delhi, India Next Horizon Consulting Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionNext Horizon Consulting is a distinguished student-run finance and consulting firm, bringing together exceptional talent from renowned institutions such as IIMs, IITs, and DU. Specialising in pro bono consulting, the firm serves a diverse clientele, including corporations, start-ups, and non-profits, across strategy, finance, and...


  • Delhi, Delhi, India Pro Integrate Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionPro Integrate is a specialized IT consulting and staff augmentation firm delivering expert technology solutions and talent acquisition services across key global markets. With an operational presence in the United States, India, Malaysia, Indonesia, and the Philippines, we combine global reach with local expertise to deliver tailored...

  • State Consultant

    2 weeks ago


    Delhi, Delhi, India UNICEF Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Individual Consultant:State Consultant - Digital Content Management (Part time)- (Open to National Consultants only) Office BasedDuty Station:Lucknow, Uttar PradeshContract Duration:6 monthsClosing Date:10 November 2025UNICEF works in some of the world's toughest places, to reach the world's most disadvantaged children. Across 190 countries and territories...