50 Financial Literacy Jobs - Page 2

Note: Only applicants who are available to start immediately and willing to work on a contractual, session-based basis will be considered. Please apply only if you meet these criteria. About Us CredMinded is a future-focused learning initiative committed to equipping young minds with one of the most essential capabilities of the 21st century: financial literacy . In an era of rapid change and rising complexity, we view financial literacy as a foundation for lifelong confidence, decision-making, and personal agency. Our Financial Literacy Workshops are designed to integrate this skill into a students formative yearsenabling them to think critically, lead responsibly, and act with purpose. With cross-sector expertise in finance, education, and social innovation, our team creates immersive, values-driven learning experiences that connect classroom concepts with real-world application. At CredMinded, we believe: Financial literacy isn’t about numbers—it’s about navigating life with clarity, confidence, and character.” Role Overview We are looking to empanel experienced trainers in Srinagar who can conduct interactive, student-centered workshops on financial literacy and professional development for college and university audiences (primarily MBA and postgraduate students). This is a project-based trainer role with flexible engagement (3-4 sessions/month), offering the opportunity to share your domain knowledge while shaping Indias next generation of financially empowered, career-ready citizens. Key Responsibilities Facilitate interactive financial literacy workshops covering topics such as: Budgeting, saving, and investing Banking systems and credit behavior Tax basics and regulatory awareness Financial goal-setting and money values Real-world financial decision-making Integrate professional development elements like: Career planning and workplace skills Business communication and confidence building Entrepreneurship and personal branding Share personal insights, industry stories, and case studies from the banking, finance, or business world Collaborate with the CredMinded team on session design, delivery, and student engagement Represent CredMinded in a professional, inclusive, and inspiring manner during all workshops Preferred candidate profile We are looking for experienced professionals with a deep understanding of financial systems and a passion for shaping young minds. Ideal candidates include: Banking and Financial Services Professionals with 10 to 15+ years of experience in public or private sector roles Retired Bankers who bring wisdom, authenticity, and mentorship-oriented presence to the classroom Chartered Accountants (CA) with an interest in teaching, advisory, or youth engagement Entrepreneurs or Finance Founders with hands-on experience in business, funding, and strategy You should also bring: Exposure to mentoring, training, or outreach programs (formal or informal) Strong communication and storytelling skills Ability to simplify complex financial concepts for non-expert audiences Comfort with interactive formats: group discussion, case studies, live Q&A Availability for in-person sessions in Srinagar (travel/honorarium covered as applicable) Language fluency: English and Hindi (local language proficiency is a plus) Why Join Us? Opportunity to shape financial thinking among Indias youth Be part of a mission-led, socially conscious startup Flexibility to design and deliver in your unique teaching style Collaborate with educators, innovators, and changemakers Receive a CredMinded Trainer Certificate and formal empanelment Contribute to nation-building through education and empowerment

About the job: The primary purpose of this role is to contribute to the success of the vision of FWCA Wealth Management. This role provides sales support to the assigned Investment Advisors in managing their client's portfolios and maximizing their productivity by providing sales support and high-quality customer service to clients/prospects. You need to schedule appointments and understand the process of Client Acquisition and Risk Profiling process. Key responsibilities: 1. New Client Acquisition: Connecting with HNIs/SHNIs, understand their financial needs, coordinate their transactional needs and help resolve their issues/concerns. Follow the process of contacting prospective clients, booking client appointments, and preparing Client investment portfolios & their Risk Profiling. 2. Portfolio Analysis: After getting the investment portfolio from the clients or prospects, preparing various kinds of risk and returns comparison of the existing portfolio and giving recommendations based on client risk appetite, suitability & time horizon etc. 3. Execution & follow-ups: Execute the Portfolio suggestions with the help of prospects/clients. 4. Servicing: Assist with servicing existing clients and prospecting for new clients. Explain new products and services and answer their general queries. Process and follow-up on client documentation for proper maintenance of records. Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Delhi only Salary: ₹ 2,00,000 - 2,80,000 /year Experience: 1 year(s) Deadline: 2025-07-21 23:59:59 Skills required: Time Management, Coordination, Teamwork, Interpersonal skills, Financial literacy, Effective Communication and Prioritization Other Requirements: 1. Min. Qualification: Graduate 2. Maintain current knowledge of the Financial Service Industry and trends. 3. Basic knowledge of Macro Economic Indicators for India & the World. 4. Excellent communication and interpersonal skills. 5. Strong initiative and ability to work effectively with minimum supervision 6. Ability to prioritize, and manage multiple deadlines and tasks 7. Ability to work well within a team environment 8. Inherently demonstrate a high level of integrity and trustworthiness About Company: Foundation Wealth Capital Avenues is a comprehensive financial services firm committed to helping people pursue their financial goals. FWCA is formed by a group of senior professionals and likeminded people with a significant experience in Wealth Management, Private Banking and Financial services. The time trust and reliability are scarce in the financial services business and that has lead this group to start this venture help investors to navigate this journey. We offer a wide range of financial services to individuals and business owners. We are here to help you build and maintain a solid financial foundation based on your goals and your best interest. As your life and these goals change we are here to help you make sure that you objectively see all of the opportunities and challenges that you may encounter. Foundation Wealth is a committed partner in this journey to help and serve you with all that is required in the process of Wealth Accumulation, Preservation and Transmission.

About the job: Key responsibilities: 1. Brainstorm, research, and write engaging finance-related content for target audiences 2. Maintain a deep understanding of stock market trends and developments 3. Conduct a financial analysis of companies under coverage 4. Demonstrate strong knowledge of financial markets 5. Create insightful marketing content on finance topics 6. Collaborate with the design team to align content with visuals 7. Write stock-specific news articles and market updates Note: This Job comes with a probation period. (3 months) Who can apply: Only those candidates can apply who: Salary: ₹ 3,60,000 - 4,00,000 /year Experience: 0 year(s) Deadline: 2025-07-18 23:59:59 Other perks: 5 days a week, Health Insurance Skills required: Financial Modeling, Financial Analysis, Stock Trading, Financial literacy and Data Analysis Other Requirements: Certificates such as NISM-series and CFA L1 candidates will be given preference. About Company: Trade Brains is a financial website helping readers learn the art of stock investing, trading, portfolio management, financial planning, money management, and more. At FinGrad (an initiative by Trade Brains), we offer the best online courses, webinars, and resources from various top experts who have real skin in the financial game. FinGrad has been built in the mind to deliver end-to-end financial education at our best standard to our novice investors & traders.

1. Oversee and edit financial news articles, and reports to ensure accuracy, clarity, and compliance 2. Work closely with financial analysts to develop compelling and insightful financial content 3. Monitor stock market trends, and economic events to guide news coverage 4. Ensure content is fact-checked, well-researched, and aligned with industry standards 5. Manage deadlines and ensure the timely publication of financial news and reports 6. Collaborate with the social media team to enhance financial news storytelling through digital formats Requirements: 1. Strong understanding of financial markets, economic trends & stocks 2. Excellent writing, editing, and proofreading skills with keen attention to detail 3. Ability to work under tight deadlines in a fast-paced news environment 4. Strong communication skills to coordinate with writers and analysts

About the job: Key responsibilities: 1. Oversee and edit financial news articles, and reports to ensure accuracy, clarity, and compliance 2. Work closely with financial analysts to develop compelling and insightful financial content 3. Monitor stock market trends, and economic events to guide news coverage 4. Ensure content is fact-checked, well-researched, and aligned with industry standards 5. Manage deadlines and ensure the timely publication of financial news and reports 6. Collaborate with the social media team to enhance financial news storytelling through digital formats Requirements: 1. Strong understanding of financial markets, economic trends & stocks 2. Excellent writing, editing, and proofreading skills with keen attention to detail 3. Ability to work under tight deadlines in a fast-paced news environment 4. Strong communication skills to coordinate with writers and analysts Who can apply: Only those candidates can apply who: Salary: ₹ 3,60,000 - 4,00,000 /year Experience: 0 year(s) Deadline: 2025-07-12 23:59:59 Other perks: Informal dress code, 5 days a week, Health Insurance Skills required: Creative Writing, Report Writing, Stock Trading and Financial literacy About Company: Trade Brains is a financial website helping readers learn the art of stock investing, trading, portfolio management, financial planning, money management, and more. At FinGrad (an initiative by Trade Brains), we offer the best online courses, webinars, and resources from various top experts who have real skin in the financial game. FinGrad has been built in the mind to deliver end-to-end financial education at our best standard to our novice investors & traders.

Role/Job Title: Associate Customer Service Manager Function/Department: Rural Banking Job Purpose: The role entails managing and scaling up the retail banking business for the branch managing operations and resources in the most cost efficient and technology effective manner. The role bearer would lead customer service and branch operations for a designated branch and be responsible for the daily branch upkeep. This role is the central custodian of all Rural Banking documents for the branch and provides operational support for Rural and semi urban Retail products. The role bearer is primarily accountable for ensuring seamless maintaining of customer life cycle, fulfilling customer requests and providing best-in class service. Roles & Responsibilities: Responsible for day-to-day operations and administration of the Branch, ensuring strict compliance with Bank's policies and procedures. Responsible for branch operations and service delivery to the customers of a designated branch in our rural network. Data entry of application forms, creation of customer IDs, accounts, etc. File / document checking including KYC checking, application forms and loan document verification. Handling cash and clearing transactions. Maintaining good audit rating for the branch. Work towards ensuring best in class service delivery at the branch for external and internal customers. Work as an effective business partner in strategizing and driving the implementation of critical operational and regulatory practices for the branch such as compliance, Lending operations and operational risk. Oversee quality initiatives across operations team for optimization of processes in order to improve TAT and upgradation of SLAs. Employ tools such as automation and digitization to increase process efficiency. Education Qualification: Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate Experience: 2 to 5 years of relevant experience in Banking or allied Business.

About the job: Key responsibilities: 1. Working on strategic financial leadership, financial reporting & compliance, budgeting & forecasting 2. Working on cash flow & working capital management 3. Working on internal controls & audit readiness 4. Working on client communication & advisory 5. Working on technology & automation support 6. Working on team oversight (optional/client dependent) 7. Working with 3-5 clients simultaneously in a retainer or hourly model. 8. Coordinating with internal Auditorsaab.com teams (Tax, GST, Audit) for integrated services. 9. Maintaining confidentiality and data integrity for each client's financials. 10. Preparing dashboards and board reports on a monthly or quarterly basis. 11. Actively support fundraising, valuation, and due diligence when required. Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Pondicherry only Salary: ₹ 2,00,000 - 4,00,000 /year Experience: 1 year(s) Deadline: 2025-07-31 23:59:59 Other perks: Informal dress code Skills required: MS-Office, Accounting, Tally, Taxation, MS-Excel, Auditing, Financial Analysis, English Proficiency (Spoken), English Proficiency (Written), Financial literacy, Bank Reconciliation, Income Tax, Budget Management and GST About Company: V Advis Private Limited provides hassle-free company registrations, tax preparation & filing services. We help you manage and grow your business. V Advis provides audit, tax, consulting, business analysis, and financial advisory services to public and private clients spanning multiple industries. V Advis professionals are unified by a collaborative culture that fosters integrity, outstanding value to markets and clients, commitment to each other, and strength from cultural diversity. They enjoy an environment of continuous learning, challenging experiences, and enriching career opportunities. V Advis professionals are dedicated to strengthening corporate responsibility, building public trust, and making a positive impact in their communities. V Advis has been operating in Villupuram, Mumbai, since 2006. V Advis was established to deliver measurable value to particular demands of increasingly inter-regional and fast-growing companies and enterprises.

About the job: Are you a go-getter with a passion for financial services and a knack for effective communication? Greenmint Finserve is looking for a dynamic Business Development Associate to join our team! As a key player in driving growth and revenue for our company, you will utilize your financial planning skills and knowledge of investing to identify new business opportunities and build lasting relationships with clients. Your expertise in MS-Excel and financial literacy will be crucial in analyzing data and creating financial strategies. Strong English proficiency, both spoken and written, will be essential in communicating with clients and stakeholders. Additionally, your knowledge of digital marketing and social media marketing will be instrumental in promoting our services and expanding our reach. Key responsibilities: 1. Develop and implement strategic business development plans to drive growth and enhance revenue streams. 2. Identify and cultivate relationships with potential clients and partners to expand our client base. 3. Utilize financial planning skills to analyze data and create tailored financial strategies for clients. 4. Stay updated on market trends and industry developments to provide informed recommendations to clients. 5. Collaborate with the marketing team to execute digital marketing and social media campaigns to promote our services. 6. Provide excellent customer service and support to clients, addressing any inquiries or concerns promptly and professionally. 7. Contribute to the overall success and growth of Greenmint Finserve through proactive leadership and teamwork. Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 3,50,000 - 5,00,000 /year Experience: 1 year(s) Deadline: 2025-07-09 23:59:59 Skills required: Social Media Marketing, Digital Marketing, MS-Excel, English Proficiency (Spoken), English Proficiency (Written), Interpersonal skills, Investing, Financial literacy, Effective Communication, Financial planning and Financial Services Other Requirements: Must have skills: 1. Excellent communication and interpersonal skills. 2. Strong presentation skills and confidence to speak in public forums. 3. Good understanding of mutual funds, insurance, and financial planning. 4. Proficiency in MS Excel and CRM tools. Preferred Qualifications: 1. MBA/CFP/NISM Series V - A/NISM XA & XB (preferred or willing to pursue). 2. Entrepreneurial mindset with a strong drive to build relationships and generate revenue. About Company: At Greenmint Finserve, we are dedicated to providing exceptional financial solutions to our clients while fostering a culture of innovation, teamwork, and professional growth. Joining our team means contributing to a dynamic and rewarding environment where your skills and expertise will make a meaningful impact.

About the job: Key responsibilities: 1. Brainstorm, research, and write engaging finance-related content for target audiences 2. Maintain a deep understanding of stock market trends and developments 3. Conduct a financial analysis of companies under coverage 4. Demonstrate strong knowledge of financial markets 5. Create insightful marketing content on finance topics 6. Collaborate with the design team to align content with visuals 7. Write stock-specific news articles and market updates Note: This Job comes with a probation period. (3 months) Who can apply: Only those candidates can apply who: Salary: ₹ 3,60,000 - 4,00,000 /year Experience: 0 year(s) Deadline: 2025-07-04 23:59:59 Other perks: 5 days a week, Health Insurance Skills required: Financial Modeling, Financial Analysis, Stock Trading, Financial literacy and Data Analysis Other Requirements: Certificates such as NISM-series and CFA L1 candidates will be given preference. About Company: Trade Brains is a financial website helping readers learn the art of stock investing, trading, portfolio management, financial planning, money management, and more. At FinGrad (an initiative by Trade Brains), we offer the best online courses, webinars, and resources from various top experts who have real skin in the financial game. FinGrad has been built in the mind to deliver end-to-end financial education at our best standard to our novice investors & traders.

Financial Literacy Team Lead Overview: The position requires the candidate to lead a team of curriculum planners to make finance fun and accessible to students of Grades 1 to 8. Responsibilities and Duties: Teach complex, theoretical financial topics in fun and interactive ways Plan age-appropriate topics to be taught Write, design and review textbooks/workbooks. Review lesson plans and teaching resources. Design and conduct training programs Observe teachers when executing classes and resolve doubts and queries. Teach whenever required to test new methodologies. Qualifications: Preferably school teaching experience/ investment banking/ portfolio management/ banking experience/pursuing CA An entrepreneur with startup experience in brand building, marketing and sales experience in leading and managing a team both onsite and remotely A Bachelors/Masters in Commerce/Economics/Finance, Humanities, Education Technologically Savvy Should be a team player and have a passion for learning and teaching Excellent communication skills Additional: Willing to guide and interact with students and parents Research-oriented and experienced in experiential learning Interested in games and activities

Responsibilities: Conduct live financial literacy classes for Class 1 to 12 in schools. Use interactive, fun activities to make learning enjoyable. Explain money concepts, encourage smart habits and conduct sessions ending with student certification

Position: Company Secretary Location: Surat Job Type: Full-time About the Role: We are seeking a dedicated and detail-oriented Company Secretary to ensure our organization's compliance with statutory and regulatory requirements. The ideal candidate will possess a strong understanding of corporate governance, excellent organisational skills, and the ability to manage multiple responsibilities with minimal supervision. Key Responsibilities: Corporate Governance: Ensure the company adheres to legal and statutory requirements, maintaining high standards of corporate governance. Board Support: Organise and manage board meetings, including preparing agendas, distributing board papers, taking minutes, and ensuring follow-up on action items. Regulatory Compliance: Monitor changes in relevant legislation and the regulatory environment and take appropriate action to ensure compliance. Company Records: Maintain and update the company's statutory books and records, including the register of members, directors, and secretaries. Legal Documentation: Prepare and file statutory returns and other documents required by regulatory bodies. Stakeholder Communication: Act as a liaison between the company and its stakeholders, ensuring transparent and effective communication. Qualifications: Bachelor's degree in Law, Business Administration, or a related field. Membership in a recognised professional body, such as the Institute of Company Secretaries of India (ICSI). Proven experience in a company secretarial role, preferably within pancaking industry Key Skills: Strong understanding of corporate law and governance. Excellent organisational and time-management abilities. Effective communication and interpersonal skills. Attention to detail and problem-solving capabilities. Proficiency in handling confidential information with integrity. Interested candidates are requested to send their updated CV on recruitment@shishgroup.com or 922789823

About the job: Key Responsibilities: 1. Edit financial news articles and reports for accuracy and clarity & compliance 2. Collaborate closely with financial analysts to develop compelling content related to finance & stocks 3. Strategically monitoring stock market and economic events to guide news coverage 4. Ensure content is fact-checked, well-researched, and aligned with industry standards 5. Ensuring thorough fact-checking and research, managing publication timelines 6. Collaborate with the social media team to enhance financial news storytelling through digital formats Requirements: 1. Background in financial news editing or in a related field 2. A strong grasp of financial markets, economic trends & stocks 3. Excellent writing, editing, and proofreading skills with keen attention to detail 4. Ability to work under tight deadlines in a fast-paced news environment 5. Strong leadership and communication skills to coordinate with writers and analysts Who can apply: Only those candidates can apply who: Salary: ₹ 3,60,000 - 4,00,000 /year Experience: 0 year(s) Deadline: 2025-06-27 23:59:59 Other perks: Informal dress code, 5 days a week, Health Insurance Skills required: Creative Writing, Report Writing, Stock Trading and Financial literacy About Company: Trade Brains is a financial website helping readers learn the art of stock investing, trading, portfolio management, financial planning, money management, and more. At FinGrad (an initiative by Trade Brains), we offer the best online courses, webinars, and resources from various top experts who have real skin in the financial game. FinGrad has been built in the mind to deliver end-to-end financial education at our best standard to our novice investors & traders.

About the job: Key Responsibilities: 1. Oversee and edit financial news articles, and reports to ensure accuracy, clarity, and compliance 2. Work closely with financial analysts to develop compelling and insightful financial content 3. Monitor stock market trends, and economic events to guide news coverage 4. Ensure content is fact-checked, well-researched, and aligned with industry standards 5. Manage deadlines and ensure the timely publication of financial news and reports 6. Collaborate with the social media team to enhance financial news storytelling through digital formats Requirements: 1. Strong understanding of financial markets, economic trends & stocks 2. Excellent writing, editing, and proofreading skills with keen attention to detail 3. Ability to work under tight deadlines in a fast-paced news environment 4. Strong communication skills to coordinate with writers and analysts Who can apply: Only those candidates can apply who: Salary: ₹ 3,60,000 - 4,00,000 /year Experience: 0 year(s) Deadline: 2025-06-27 23:59:59 Other perks: Informal dress code, 5 days a week, Health Insurance Skills required: Creative Writing, Report Writing, Stock Trading and Financial literacy About Company: Trade Brains is a financial website helping readers learn the art of stock investing, trading, portfolio management, financial planning, money management, and more. At FinGrad (an initiative by Trade Brains), we offer the best online courses, webinars, and resources from various top experts who have real skin in the financial game. FinGrad has been built in the mind to deliver end-to-end financial education at our best standard to our novice investors & traders.

Description The Retail Partners Life Insurance position is ideal for freshers or entry-level candidates looking to start their career in the insurance industry. The role involves engaging with retail partners to promote life insurance products, providing them with the necessary training and support to enhance sales performance. Responsibilities Build and maintain strong relationships with retail partners to drive sales and customer satisfaction. Educate partners about life insurance products and services, ensuring they understand the benefits and features. Assist in the development of marketing strategies and promotional activities to enhance partner engagement. Provide ongoing support and training to retail partners to improve their sales skills and product knowledge. Monitor partner performance and sales metrics, providing feedback and recommendations for improvement. Skills and Qualifications Strong communication and interpersonal skills to effectively engage with retail partners. Basic knowledge of life insurance products and services is preferred but not mandatory. Ability to work collaboratively in a team environment and build positive relationships with partners. Strong analytical skills to assess performance metrics and identify areas for improvement. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) for reporting and presentations.

Job description Key responsibilities: Take online finance classes for kids and teens (6-16 years) on Zoom Share class feedback with the team. Skills & requirements: Bachelor's degree in finance, economics, business, or other related fields Comfortable using Zoom and conducting live online 1:1 class Excellent communication skills to engage and teach students High-speed internet, modern laptop/PC with a microphone and camera Prior experience in online teaching in school/ed-tech companies will be preferred IELTS/TOEFL or similar course tutors can also apply Candidates from CA, CS, M. Com or finance backgrounds will have an added advantage. Note: Shift timings are - Night shift (8pm to 2am, IST or 2am to 9am, IST) Candidates can pick up as many slots within the given time frame Weekends mandatory Daily 4-5 hours of availability required i.e. monthly 120 hours. Curriculum and supporting resources will be provided beforehand Chance to interact and teach global students Job Types: Part-time, Freelance Pay: 30,000.00 - 40,000.00 per month Benefits: Flexible schedule Work from home

About the job: Join our Noida team as a business analyst and be responsible for monthly forecasting, annual budgeting, and financial modeling. You will also prepare and publish monthly reports, interpret data, and use statistical techniques to analyze results. Key Responsibilities: 1. Assist with modeling scenario-based business plans, annual budgeting, and monthly forecasting processes 2. Perform financial analysis and financial modeling 3. Help prepare and publish monthly reports and analytics for the business 4. Interpret data, analyze results using statistical techniques, and provide ongoing reports 5. Develop and implement databases, data collection systems, data analytics of business process, and other strategies that optimize statistical efficiency and quality 6. Identify, analyze, and interpret trends or patterns in financial data sets 7. Work with management to prioritize business and information needs 8. Develop and track cross-company efforts to improve gross margin and cash flow Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 5,00,000 - 5,10,000 /year Experience: 1 year(s) Deadline: 2025-06-22 23:59:59 Other perks: Informal dress code, 5 days a week, Free snacks & beverages, Health Insurance Skills required: MS-Office, Python, MS-PowerPoint, MS-Excel, Financial Modeling, Business Analysis, Financial Analysis, English Proficiency (Spoken), English Proficiency (Written), Power BI, Financial literacy and Effective Communication Other Requirements: 1. Candidate to be especially from a finance background and to be proficient in Power BI and Advanced Excel. 2. Must be good in English communication. Note: We will only consider candidates who has relevant financial experiences. About Company: At MH London, we represent everything stylish & modern yet simple and refined. We are a young company based in the UK, US, India, and soon, across the globe. Our passion for creating world-class products with a touch of modern design and affordability is what unites our amazing team of innovators and thinkers. For us, aesthetics, utility & simplicity are at the core of everything. We pride ourselves in our attention to detail to create designer & modern products making your home a better place to live happily & better every day. Most of our products are handcrafted, so there is a story behind every product we sell.

About the job: Key Responsibilities: 1. Brainstorm, research and write engaging content for target audiences 2. Maintain deep understanding of stock market trends and developments 3. Conduct financial analysis of companies under coverage 4. Demonstrate strong knowledge of financial markets 5. Create insightful marketing content on finance topics 6. Collaborate with design team to align content with visuals 7. Write stock-specific news articles and market updates Who can apply: Only those candidates can apply who: Salary: ₹ 3,60,000 - 4,00,000 /year Experience: 0 year(s) Deadline: 2025-06-22 23:59:59 Other perks: 5 days a week Skills required: Financial Modeling, Inventory Management, Stock Trading, Financial literacy and Data Analysis Other Requirements: Certificates such as NISM-series and CFA L1 candidates will be given preference. About Company: Trade Brains is a financial website helping readers learn the art of stock investing, trading, portfolio management, financial planning, money management, and more. At FinGrad (an initiative by Trade Brains), we offer the best online courses, webinars, and resources from various top experts who have real skin in the financial game. FinGrad has been built in the mind to deliver end-to-end financial education at our best standard to our novice investors & traders.

About the job: Key responsibilities: 1. Build and send proposals from MoM for prospects 2. Summarize key points from MoM for existing clients 3. Update the latest details of clients' finances on Google Keep based on MoM 4. Set and manage follow-ups and reminders for clients/prospects from MoM 5. Map client goals mentioned in MoM on NJ Wealth Software 6. Update monthly figures for top clients on Google Sheets 7. Prepare a PowerPoint presentation summarizing the monthly data 8. Develop a deeper understanding of mutual funds, insurance, and other alternative investment products 9. Maintain monthly data for each of these products 10. Research and suggest new product offerings as they emerge in the market 11. Analyze existing products and recommend changes or continuation 12. Gain expertise in software tools such as Excel, PowerPoint, email composition and replies, NJ Wealth Partner Desk, Bond Bazaar, PMS back-office portals, and other relevant platforms 13. Call clients to remind them about missed SIPs 14. Invite clients to webinars and events 15. Educate clients on trending investment concepts 16. Interact with clients to understand their requirements and assist in fulfilling them 17. Coordinate with new clients for the onboarding process and assist in account opening 18. Be available for in-person visits to clients' residences/offices when necessary for tasks that cannot be completed online or over calls 19. Explore and research new software tools as suggested by the firm's owner 20. Work closely with the back-office team to execute activities mentioned in MoM 21. Develop a strong understanding of investments 22. Suggest portfolio upgrades or changes to the Chief Planner based on client requirements and market trends 23. Take full responsibility for updating and maintaining Google Drive for the Customer Relationship Department 24. Handle any client-facing, portfolio-related, or research-related tasks as required based on market conditions Who can apply: Only those candidates can apply who: are from Thane only Salary: ₹ 2,00,000 - 3,00,000 /year Experience: 0 year(s) Deadline: 2025-06-18 23:59:59 Skills required: MS-Office, Client Interaction, Client Relationship Management (CRM), Client Relationship, Sales Support, Research and Analytics, Financial literacy, Effective Communication and Customer Support Other Requirements: Finance Graduate/CFP would be preferred About Company: Aspire Financial Services is a 19-year-old Thane-based mutual fund distribution firm that specializes in providing investment solutions to grow our clients' finances and build wealth. Siddharth, being the second generation in this business, has been vital in providing research insights, enhancing service quality, and heading client relationship management. He is a certified financial planner and manages over 200 client portfolios.

About the job: Key responsibilities: 1. Lead Generation & Outreach Proactively identify and qualify prospects via cold calls, referrals, and digital channels. Build and maintain a pipeline of potential clients interested in share market investments, loans, credit cards, insurance, and other financial solutions. 2. Needs Assessment & Solution Design Engage clients in discovery conversations to understand their financial objectives and constraints. Recommend customized portfolios and financial products (mutual funds, equities, insurance plans, credit facilities) that align with their goals. 3. Sales Targets & Performance Tracking Consistently achieve or exceed monthly and quarterly sales quotas, both for new acquisitions and upsell/cross sell opportunities. Log all activities and results in the CRM system, analyze your own performance metrics, and identify areas for improvement. Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 2,02,000 - 3,80,000 /year Experience: 1 year(s) Deadline: 2025-06-18 23:59:59 Skills required: MS-Office, MS-Excel, Problem Solving, Coordination, English Proficiency (Spoken), Financial literacy and Effective Communication About Company: Wealth Fragma, based in Ghansoli, Maharashtra, operates in the share market and offers comprehensive financial solutions including investment planning, insurance, credit products, and tax saving strategies through a client first approach grounded in transparency and regulatory compliance; our dedicated advisors assess each client's unique needs and risk profile to craft tailored recommendations, while competitive salary and incentive structures, ongoing training programs, and a secure, technology enabled portal ensure both team performance and client satisfaction.

About the job: Key responsibilities: 1. Analyze financials 2. Prepare a financial model 3. Perform industry research 4. Coordinate with clients and gather information Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Navi Mumbai only Salary: ₹ 2,40,000 - 4,00,000 /year Experience: 1 year(s) Deadline: 2025-06-14 23:59:59 Skills required: Accounting, Financial Modeling and Financial literacy Other Requirements: 1. Excel literacy 2. Fluent with financial terms About Company: Easemint is a boutique management consulting firm that serves small & medium size organizations. At Easemint, we work with companies on both organic and inorganic growth opportunities including due diligence support, MIS development, process improvement, dummy due diligence (D3), supply chain management, and equity fundraising support. Our leadership team at Easemint, brings in a diversified experience of around 40 years in transaction advisory, supply chain, corporate finance, and strategic consulting, from their prior stint with globally reputed consulting firms (Alvarez and Marsal, EY, and PwC) and large multinationals such as Unilever, Dabur, Mondelez, and General Mills among others.

Identify schools Take appointments Visit daily Present courses Explain modules Tie-up with schools Schedule sessions Enroll students Collect payments Record data Follow up Close calls Sales incentives

About the job: Key responsibilities: 1. Collaborate with global clients on consultative projects 2. Contribute to Girl Power USA mandates 3. Conduct market research for clients and strategic initiatives 4. Design financial literacy education curriculum, presentations and courses 5. Support Girl Power Talk's social entrepreneurship ventures 6. Develop innovative solutions and create opportunities for Girl Power Talk and Blue Ocean Global Technology with Sameer Somal directly 7. Demonstrate a keen interest in finance and basic knowledge of investment-related subjects 8. Exhibit strong research skills in private equity, venture capital, fintech, AI, big data and other technology mandates 9. Maintain high attention to detail as a self-starter with strong accuracy and precision 10. Lead research projects proactively 11. Display strong interpersonal skills with a focus on improving leadership and communication abilities 12. Manage time and tasks efficiently while handling multiple projects with shifting deadlines 13. Operate independently and collaborate effectively with team members 14. Embrace an entrepreneurial mindset to thrive in a fast-paced startup culture with innovative thinking and out-of-the-box solutions Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 3,20,000 - 5,00,000 /year Experience: 1 year(s) Deadline: 2025-06-07 23:59:59 Other perks: Informal dress code, Free snacks & beverages, Health Insurance Skills required: Finance, Attention to Detail, Time Management, Accounting, Financial Analysis, Research and Analytics, Financial literacy, Effective Communication, Financial planning and Financial Reporting Other Requirements: 1. Commitment to becoming a CFA Charterholder (https://www.cfainstitute.org) (Preferred) 2. Candidates will be evaluated on a case by case basis 3. Interest in executive fast-track and assuming responsibility at Girl Power Talk, Blue Ocean Global Technology and other key client relationships 4. Professional maturity and a foundationally strong work ethic 5. Ability to earn the trust and respect of leaders and key team members across global departments 6. Willingness to work across various departments and master diverse skills 7. An approachable attitude and a commitment to building a healthy and happy workplace and a desire to invest time in networking with teammates About Company: Girl Power Talk strives to inspire and empower youth with persistence, empathy, and confidence. We specialize in business consulting, online reputation management, public relations, digital marketing, content creation, and social impact. We offer young women, men, and nonbinary individuals merit-based opportunities to learn, feel confident, and live a life full of purpose. We develop students into tomorrow's global leaders through our innovative and progressive culture built by youth for youth. We work in collaboration with our sister company, Blue Ocean Global Technology, a technology company headquartered in New York, USA, to provide extraordinary opportunities for our team to unlock their full potential. Our mission is to engage the most talented young leaders. We are constantly expanding our team of A-players. We seek young, passionate, energetic, and determined young adults to join our Global Girl Power Talk family.

About the job: Key responsibilities: 1. Maintain daily cash register, petty cash, and reconcile balances 2. Record all transactions in Tally (Prime) accurately and timely 3. Assist with GST filing, purchase entries, and expense tracking 4. Manage vendor payments, invoice records, and follow up on receivables 5. Prepare basic monthly financial reports for review 6. Maintain employee attendance, leave records, and prepare salary sheets 7. Manage employee onboarding and exit formalities 8. Address basic HR grievances or factory floor concerns 9. Coordinate with the factory operator and helpers for smooth daily production 10. Track raw material inward/outward register and maintain stock logs 11. Assist with dispatch, logistics updates, and coordination with the driver 12. Ensure factory premises upkeep, cleanliness, and compliance standards Requirements: 1. Hold a graduate degree in B.Com/BBA or related field (Tally certification a plus) 2. Have experience in accounts or admin role (factory/industrial setup preferred) 3. Be proficient in Tally, Excel, MS Office 4. Understand HR processes and attendance systems 5. Demonstrate good communication skills in English and Kannada/local language 6. Be trustworthy, detail-oriented, and organized Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 4,00,000 /year Experience: 1 year(s) Deadline: 2025-06-06 23:59:59 Other perks: Informal dress code, 5 days a week Skills required: Accounting, Tally, English Proficiency (Spoken), English Proficiency (Written), Hindi Proficiency (Spoken), Kannada Proficiency (Spoken), Financial literacy and Financial Reporting About Company: PAS Ventures Private Limited is a young company founded in 2019. We define, design, and deliver technology-enabled business solutions that help our clients succeed. We offer the right combination of services and consulting through our on-site and offshore locations. We also plan to invest in startups and expand into various business sectors. As part of this vision, we have already invested in a couple of startups.

About the job: Key responsibilities: 1. Work on startup valuations 2. Work on ESOP and sweat equity 3. Work on valuation of brands 4. Work on securities & financial assets valuation 5. Work on valuation of corporate restructuring - mergers/demergers/acquisitions 6. Conduct valuation of businesses/companies 7. Undertake investment analysis 8. Evaluate industrial assets, plant & machinery, and real estate valuation 9. Estimate ESOPs, sweat equity, financial securities, and instruments valuation 10. Work on valuation for tax, transfer pricing, and company law matters Who can apply: Only those candidates can apply who: are from Mumbai only Salary: ₹ 2,00,000 - 3,00,000 /year Experience: 0 year(s) Deadline: 2025-06-02 23:59:59 Other perks: Informal dress code Skills required: MS-Word, MS-Excel, Financial Modeling and Financial literacy Other Requirements: 1. Preferably graduated from a finance background 2. Age above 20 3. Education completed 4. The location must be within an hour of Malad West About Company: Heramb Finserv is specialized in business advisory and consultancy services with a cumulative of 12+ years of experience across various industries and sectors. We are working as a complete powerhouse catering to all financial requirements and to provide all financial solutions.