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Consultant - Financial Services

  • Full Time
  • Remote - India
  • 6 months
  • Project posted on: 31/07/2026
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Consultant - Financial Services

  • Finance
  • Financial planning and analysis
  • Investor relations
  • Valuations & business modelling

Remote - India
tooltip_icon_dark Open to consultants anywhere in India

Full Time

6 months

 31/07/2026

Assignment Details

Key Responsibilities

  • Source and identify new investment and business opportunities within the financial services ecosystem.
  • Build and maintain a strong pipeline of potential investment opportunities and deals.
  • Leverage existing relationships and networks across fintech, lending, NBFCs, banking, and financial services to identify prospective opportunities.
  • Evaluate companies and opportunities from a commercial, financial, strategic, and investment perspective.
  • Conduct preliminary assessment of business models, market opportunities, financial performance, growth potential, and key risks.
  • Engage with founders, senior management teams, investors, lenders, and ecosystem stakeholders to develop and qualify opportunities.
  • Support the investment team through market research, industry analysis, financial analysis, due diligence, and preparation of investment materials.
  • Track developments and emerging opportunities across the financial services and fintech ecosystem.
  • Build strong relationships with relevant founders, entrepreneurs, investors, banks, NBFCs, and financial institutions.
  • Work closely with senior stakeholders to take opportunities from initial sourcing through evaluation and investment/deal discussions.

Skills Required

Skills and Qualification

  • 7–10 years of relevant professional experience.
  • Strong understanding of the financial services ecosystem, particularly lending, NBFCs and fintech.
  • Proven experience in deal sourcing, investment sourcing, business development, partnerships, or transaction origination.
  • Strong existing network among financial services companies, founders, investors, lenders, and ecosystem stakeholders.
  • Ability to identify and assess attractive business/investment opportunities.
  • Strong commercial and financial acumen with the ability to understand business models and financial statements.
  • Excellent relationship management, communication, negotiation, and stakeholder management skills.
  • Ability to work independently, build a pipeline, and take ownership of opportunities from sourcing to evaluation.

About the Client

A Leading Global Impact Investment Fund

Industry

Professional services - Finance & Accounting

Experience Required:

8+ years

Additional Skills:

  • Venture Capital / VC
  • Impact Investing
  • SME Lending
  • Wealth Management
  • Credit Risk Management
  • Investment Associate
  • Investment Banking
  • Investment Sourcing
  • Credit Underwriting
  • FinTech
  • Asset Management
  • Private Equity / PE

No of open positions:

1

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