Financial Coach

About the job

Job Title - Financial Coach Job Location - Mumbai Company Profile - PlantRich Consultancy LLP is a distinguished boutique investment solutions firm dedicated to empowering individuals, families, and businesses in their wealth-creation journey. We focus on simplifying investments through investment solutions, disciplined execution, and ongoing portfolio support. By combining expertise with a strong client-centric approach, we ensure that our strategies are practical, transparent, and sustainable. Our aim is to help clients stay financially disciplined, make informed investment choices, and work confidently towards their long-term goals. The scope of work: • Understand clients’ financial profiles, including income, expenses, assets, liabilities, and goals. • Suggest suitable investment opportunities (e.g., equity and debt mutual funds, insurance products, and other regulated financial instruments) in line with client needs and risk appetite. • Assist clients in implementing investments and carrying out transactions seamlessly. • Conduct periodic portfolio reviews to ensure alignment with long-term objectives. • Share timely updates on investment options, regulations, and market developments. • Provide compliance support and ensure smooth documentation. • Build and nurture strong, long-term client relationships through consistent engagement and trust. Desired Qualifications & Skill Required: • B. Com., MBA Finance. • Financial Planning / Wealth Management Experience of 2+ Years • Excellent Communication Skill (both written/oral) • Advanced Knowledge of Excel, Power point, Word • Additional Qualification CFP / CWM / QPFP Remuneration - As Per Industry Standards (to be discussed with selected candidates)

Requirements

• Financial Planning
• Wealth Management
• Communication Skills

Qualifications

• B. Com.
• MBA Finance

Preferred Technologies

• Financial Planning
• Wealth Management
• Communication Skills

About the company

PlantRich Consultancy LLP is a distinguished boutique investment solutions firm dedicated to empowering individuals, families, and businesses in their wealth-creation journey.