Delhi Planning consultant Jobs – 412 Open Jobs Today

Implementation Consultant
Morningstar —Delhi, Delhi
- Full-time
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Microsoft Excel
7d
Socioeconomic Consultant
ERM Group —Delhi, Delhi
- Full-time
- Research
- Master's degree
- Bachelor's degree
4d
Technology & Transformation- OIDS- Planning, Monitoring & Evaluation Expert - Consultant | EDUT
Deloitte —Delhi
- Master's degree
- Bachelor's degree
- Business Administration
3d
PR Consultant
Vintage Solution —Delhi, Delhi
- ₹4,00,000 - ₹6,50,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
- Flexible schedule
Quick apply
Consultant – Public Health System Specialist
PATH —Delhi, Delhi
- Full-time
- Remote
- Medicine
- Master's degree
- Bachelor's degree
15h
Land Revenue Manager
Signature Global Comtrade —Delhi
- ₹6,00,000 - ₹12,00,000 a year
- Full-time
- Master's degree
- In-person
Quick apply
13d
Senior Consultant | BA - PMO | Delhi | Operations, Industry & Domain Solutions | DigiGov
Deloitte —Delhi
- Computer Science
- Engineering
- Master's degree
5d
T&T- Customer -CS&D-Business transformation and strategy | Delhi -Senior Consultant
Deloitte —Delhi
- Master's degree
- Bachelor's degree
- Communication skills
20h
Consultant | S&P - Cost TakeOut | Delhi | Supply Chain & Network Operations
Deloitte —Delhi
- Oracle
- ERP systems
- Microsoft Office
Technology & Transformation - OIDS- Tourism Sector Expert- Consultant | EDUT
Deloitte —Delhi
- Master's degree
- Business Administration
3d
Consultant | Infrastructrue | Delhi | Operations, Industry & Domain Solutions | GPS Industry Solutio
Deloitte —Delhi
- Microsoft Powerpoint
- Microsoft Word
- AutoCAD
1d
Consultant - PR
Archetype —Delhi, Delhi
- Hybrid work
- English
- Organisational skills
- Training & development
Tender Manager
C S Direkt Events and Exhibitions Pvt ltd —Delhi
- ₹9,00,000 - ₹15,00,000 a month
- Full-time
- Microsoft Office
- Master's degree
- Business development
Quick apply
IT Sales Consultant
XTRIBUTOR PRIME PRIVATE LIMITED —Delhi, Delhi
- ₹3,50,000 - ₹6,00,000 a month
- Full-time
- Azure
- Engineering
- Microsoft Office
- Paid time off
- Flexible schedule
Quick apply
6d
Analyst- Management Consulting
VMC Management Consulting Pvt Ltd —Jasola, Delhi, Delhi
- ₹30,000 - ₹35,000 a month
- Full-time
- Microsoft Office
- Finance
- Master's degree
Quick apply
Communications Consultant (Media)
Council on Energy, Environment and Water —Delhi, Delhi
- English
- Research
- Master's degree
6d
Project Execution Partner
The Home Construction —Delhi, Delhi
- ₹35,000 - ₹50,000 a month
- Part-time
- Quality control
- Construction experience
- In-person
- Commuter assistance
- Paid time off
Quick apply
6d
Int'l Franchise Bus. Consultant - India
CKE Restaurants Holdings, Inc —Delhi, Delhi
- Windows
- Analysis skills
- Bachelor's degree
Quick apply
Managing Consultant, Audit
ERM Group —Delhi, Delhi
- Full-time
- Doctoral degree
- Master's degree
- Mentoring
11d
Consultant, Transaction Advisory Services
Kroll —Delhi, Delhi
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office

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Implementation Consultant

Morningstar -
Delhi, Delhi

Apply Now

Job details

Full-time
7 days ago

Qualifications

Microsoft Powerpoint
CRM software
Financial planning
Microsoft Excel
Microsoft Outlook
Salesforce
Microsoft Office
Finance
Master's degree
Smartsheet
Morningstar
Agile
SaaS
MBA
Communication skills

Full job description

Job Description: Implementation Consultant

Morningstar is committed to empowering investor success. One way we accomplish this is by offering independent research and great software products to financial advisers and individual investors. We believe that when the investor wins, we all win.

At Morningstar, your contributions have meaning and can drive change. We offer a place where talented, driven people can grow. Our differences are our strength; the fact that we don’t all think the same way and encourage unique perspectives helps create great products and services for our clients.

The Opportunity

We’re a data, research, technology and investment company seeking an Implementation Consultant.

Your primary role will be to ensure the successful onboarding of new clients to Morningstar technology, driving an engaging user experience and adoption in line with business objectives. Day to day, you will develop a deep understanding of our clients, ensuring user confidence in Morningstar solutions.

You will be a significant contributor to the success of our users’ businesses by ensuring that they’re able to operate efficiently. Ideally, you will have familiarity with the wealth and financial they can advice industry with an emphasis on CRM implementation, client engagement and data dissemination.

Key Responsibilities:

Manage and own the client relationship throughout the onboarding journey ensuring all implementation requirements are clearly understood, documented, and aligned to client business objectives.
Build strong professional relationships with client, including key decision-makers.
Conduct onboarding training sessions, and implementation discussions to support user adoption of AdviserLogic.
Understand the business processes, operational workflows, technology requirements, and financial planning needs to ensure the implementation is fit for purpose.
Act as a key conduit between clients and internal teams, including Database, Support, Customer Success, and Product Teams.
Work closely with the Professional Services (Data) team to coordinate data migration requirements, clarify client expectations, and support the resolution of migration-related queries.
Proactively manage onboarding timelines, milestones, risks, dependencies, and client expectations to ensure a smooth and seamless onboarding experience.
Identify risks, blockers, or potential delays early and develop appropriate mitigation or escalation plans.
Provide clear documentation, including onboarding updates, meeting notes, client requirements, implementation status, and handover summaries.
Maintain accurate records and updates in relevant internal systems such as Salesforce, Smartsheet, Jira, or other operational tools.
Contribute to the continuous improvement of onboarding tools, templates, documentation, and processes to increase team efficiency and client experience.
Support clients in understanding product functionality, workflows, and best practices to encourage adoption and confidence.
Ensure a structured and timely handover to Customer Success and Support teams at the completion of onboarding.
Proactively manage client satisfaction throughout the implementation journey and contribute to positive client outcomes.

Qualifications and Experience:

MBA (Finance)
2–3 years of experience in software implementation, client onboarding, professional services, consulting, or customer-facing project delivery.
Experience with SaaS platforms, CRM systems, financial planning software, wealth management technology, or similar business applications is preferred.
Experience managing the full lifecycle of software implementation, onboarding, upgrades, or client transition projects.
Demonstrated ability to manage project scope, timelines, client expectations, risks, and dependencies.
Strong client-facing experience with the ability to build credibility and trusted relationships across different stakeholder levels.
Proven ability to follow through on actions, resolve issues, and coordinate outcomes across multiple internal teams.
Strong written and verbal communication skills.
Strong problem-solving, analytical, planning, and organisational skills.
Attention to detail and the ability to manage multiple client implementations at the same time.
Ability to work effectively in a fast-paced, collaborative, and agile environment.

Morningstar is an equal opportunity employer.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Apply Now

Refine Your Search

planning consultant jobs in delhi

Implementation Consultant

Socioeconomic Consultant

Technology & Transformation- OIDS- Planning, Monitoring & Evaluation Expert - Consultant | EDUT

PR Consultant

Consultant – Public Health System Specialist

Land Revenue Manager

Senior Consultant | BA - PMO | Delhi | Operations, Industry & Domain Solutions | DigiGov

T&T- Customer -CS&D-Business transformation and strategy | Delhi -Senior Consultant

Consultant | S&P - Cost TakeOut | Delhi | Supply Chain & Network Operations

Technology & Transformation - OIDS- Tourism Sector Expert- Consultant | EDUT

Consultant | Infrastructrue | Delhi | Operations, Industry & Domain Solutions | GPS Industry Solutio

Consultant - PR

Tender Manager

IT Sales Consultant

Analyst- Management Consulting

Communications Consultant (Media)

Project Execution Partner

Int'l Franchise Bus. Consultant - India

Managing Consultant, Audit

Consultant, Transaction Advisory Services

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