finance coach

2 weeks ago


Alappuzha, India Tazen Full time

Company Description Tazen is a comprehensive platform designed to connect users with verified professionals across 30+ categories, including fitness coaches, therapists, and financial mentors. The platform offers seamless interaction by allowing users to chat, call, or book sessions instantly while accessing real reviews, transparent pricing, and service details. Tazen eliminates the need to switch between multiple apps, ensuring a smooth experience for finding the right expert. For professionals, Tazen simplifies business growth by streamlining bookings, payments, and client discovery, all via a single platform. Visit www.tazen.in to learn more. Role Description This is an on-site role for a Finance Coach based in Mumbai. The Finance Coach will be responsible for providing personalized financial coaching, conducting financial planning sessions, and offering practical education on topics like saving, budgeting, and investments. They will work closely with individuals or groups to assess financial situations and create actionable plans to achieve financial goals. Responsibilities also include staying updated on financial trends and providing tailored advice to clients. Qualifications Strong expertise in Financial Coaching and Personal Finance to provide tailored guidance and mentorshipProficiency in Financial Planning and Financial Education to design personalized strategies and share valuable knowledgeIn-depth understanding of Finance, including investment and budgeting principlesExcellent communication and interpersonal skills to build trust and engage effectively with clientsRelevant certifications such as CFP, CFA, or similar are preferredBachelor’s degree in Finance, Economics, Accounting, or a related fieldStrong analytical and problem-solving skills to assess clients’ financial situations and develop strategies



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