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<p>Indias 1st Financial Platform for Women providing community-driven uncomplicated approach to financial planning & Investing is urgently hiring for Investment Coach.</p><p><br></p><p>Job Location - Lower Parel, Mumbai</p><p><br></p><p>Role and Responsibilities:</p><p> Provide financial planning guidance online.</p><p> Mentor, guide, and drive engagement by researching and creating financial content for the community</p><p> Present well-researched content on various financial planning aspects for community members including investment across asset classes, insurance, debt management, tax planning, loans, etc.</p><p> Host small events/webinars for the community on topics across Financial Planning</p><p> Manage member relationships. Engage with members constantly with a problem-solving and empathetic mindset</p><p> Create financial guides and tools for effective financial planning</p><p> Handle operational tasks with the Community team and monitor the performance of various IPs</p><p>Requirement:</p><p> Bachelors degree in Finance or related field</p><p> Preference to candidates holding Financial Planning/ Capital Market certifications</p><p> Comprehensive knowledge of topics related to Financial Planning (MUST)</p><p> In-depth understanding of the securities industry, including investment (all asset classes) and insurance products and services</p><p> Self-starter with an entrepreneurial spirit</p><p> Results-oriented mindset</p><p> Exemplary written and verbal communication skills</p><p> Strong interpersonal aptitude</p><p> Ability to maintain confidentiality</p><p> Advanced Microsoft Excel skills</p>
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