Field of work · India

Careers in Financial Services

Banking, markets, insurance and analysis — with and without the CA route.

Finance in India hires from commerce, economics, maths and increasingly from engineering. The CA route is the best-known path but not the only one: banking, markets, insurance underwriting and financial analysis all have their own qualifications. Expect quantitative work under scrutiny, with compliance and accuracy carrying real consequences.

How students usually enter this field in India

  • Commerce after Class 10, then B.Com/BBA with CA, CMA, CS or CFA in parallel
  • Economics, statistics or maths degrees, then MBA Finance or FRM/CFA
  • NISM and IIBF certifications for markets, banking and insurance operations

The kind of work this field asks for

  • Observation and Analysis 6
  • Enterprising 2

8 occupations, by industry

Banks

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Credit Risk Analyst

Credit Risk Analyst is a financial services career in India. Typical entry is through B.Com/Economics with risk certification. This atlas entry covers the education path, the skills that matter most, and what the first few years of the work actually involve.

Salary data not yet sourced

Investment Banking Analyst

Investment Banking Analyst is a financial services career in India. Typical entry is through B.Com/BBA followed by CFA or MBA (Finance). This atlas entry covers the education path, the skills that matter most, and what the first few years of the work actually involve.

Salary data not yet sourced

Treasury Analyst

Treasury Analyst is a financial services career in India. Typical entry is through B.Com/MBA Finance. This atlas entry covers the education path, the skills that matter most, and what the first few years of the work actually involve.

Salary data not yet sourced

Financial Services (Non-Bank)

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Equity Research Associate

Equity Research Associate is a financial services career in India. Typical entry is through B.Com/Economics with CFA progress. This atlas entry covers the education path, the skills that matter most, and what the first few years of the work actually involve.

Salary data not yet sourced

Financial Analyst

Evaluate investment opportunities, financial performance, and market trends to guide corporate and institutional decisions.

Salary data not yet sourcedHigh

Wealth Manager

Wealth Manager is a financial services career in India. Typical entry is through B.Com/BBA with NISM certification. This atlas entry covers the education path, the skills that matter most, and what the first few years of the work actually involve.

Salary data not yet sourced

Insurance

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Actuarial Analyst

Actuarial Analyst is a financial services career in India. Typical entry is through B.Sc/B.Com with actuarial exams (IAI/IFoA). This atlas entry covers the education path, the skills that matter most, and what the first few years of the work actually involve.

Salary data not yet sourced

Insurance Underwriter

Insurance Underwriter is a financial services career in India. Typical entry is through Graduation with III certification. This atlas entry covers the education path, the skills that matter most, and what the first few years of the work actually involve.

Salary data not yet sourced

Related fields of work

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