Job Description

Company Name - FinMate Educa4on Pvt Ltd
About Us:
FinMate is an EdTech company which is commi9ed to provide Financial Literacy to the Students.
We provide a video based immersive course structure to students according to their age and the class they are studying in. We take care of the onboarding, sharing knowledge, scripEng and content creaEon.

Here at FinMate we believe in having a start-up eco system where employees are given opportuniEes to innovate, evolve & grow themselves and the company. We promote an open work culture where all employees get together to make the financial literacy to reach everyone.
Being creative, constructive, out-of-the-box thinking and bringing new ideas into our business is the most crucial skills.

Company's growth cannot happen without our employees growing at a personal level; hence company is seen striving hard for an all-round growth of all our employees.

Job Title: Financial Mentor

:
As a Financial Mentor, you will play a crucial role in empowering individuals and communiEes to achieve their financial goals. You will be a trusted guide, providing personalized guidance and support on money management, budgeting, debt reduction, investing, and overall financial wellness. This is a highly rewarding opportunity to make a positive impact on people's lives, helping them build a secure and prosperous futu

EDUCATIONAL QUALIFICATION

Bachelor's or Master's degree in Finance, Accounting, Business
Administration, or related field preferred.

• Proven experience in personal finance planning, budgeEng, debt management, or financial coaching.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with diverse clients.
• Strong analytical and problem-solving skills to assess individual situaEons and develop effective financial strategies.
• Ability to clearly explain complex financial concepts in a simple and understandable way.
• Strong time management and organizational skills to handle multiple clients and manage workload effectively.
• Commitment to ethical conduct and adherence to relevant financial regulaEons.

Language:
Very Good vocabulary in English Experience

Roles and responsibiliEes:

• Conduct initial assessments to understand clients' financial situaEons, goals, and challenges.
• Develop personalized financial plans and strategies aligned with individual needs and risk tolerance.
• Educate and empower clients on key financial concepts like budgeEng, saving, debt management, and invesEng.
• Guide clients in selecEng appropriate financial products and services.
• Monitor progress and track milestones, making adjustments to the plan as needed.
• Provide ongoing coaching and support through regular meeEngs, workshops, and resources.
• Build trust and rapport with clients, creaEng a safe and supporEve environment for open communicaEon.
• Maintain accurate records and documentaEon of client interacEons and progress.
• May also parEcipate in outreach and community engagement acEviEes to promote financial literacy.

Minimum requirement:
Additonal Desirable Skills:

• Certifications in financial planning, coaching, or counseling.
• Experience working with specific populaEons, such as young adults, or students
• Bilingual language skills.
• Strong presentation and workshop facilitation skills.

Benefits:

• CompeEEve salary and benefits package.
• Opportunity to make a real difference in people's lives.
• Flexible work arrangements (may vary depending on employer).
• Continiuous learning and professional development opportunites.
• Personal satisfication from helping others achieve financial success.

Additional Information:

• The salary ranges from 4 to 7 LPA , plus performance based incenEves.
• Some financial mentor position may require licensing or certification.
• Financial mentors may work in a variety of sedngs, such as community organizaEons, non- profit agencies, government programs, financial insEtuEons, or private pracEce. The work can be both rewarding and challenging, requiring paEence, dedicaEon, and a passion for helping others achieve their financial goals.

Job Types: Full-time, Permanent

Pay: ?400,000.00 - ?700,000.00 per year

Benefits:

• Cell phone reimbursement
• Health insurance
• Paid sick time
• Provident Fund

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Performance bonus

Experience:

• total work: 1 year (Preferred)

Work Location: In person