Personal Finance Expert

2 days ago


Mumbai, Maharashtra, India Network FP Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Role:
 Personal Finance Expert (
Knowledge Management)

Company:
 Network FP Knowledge Solutions Pvt. Ltd.

Location:
 Mumbai (Hybrid) or Anywhere in India (Remote for non-Mumbai)

Work Mode:
 Remote/WFH option for non-Mumbai candidates

Experience:
 1–10 years in investments/insurance/banking/finance

Education:
 Graduate + NISM courses; bonus if QPFP/CFP/other certifications

About Network FP



Network FP is India's leading education & community platform for Personal Finance Professionals —financial advisors, wealth managers and financial planners.



Founded in 2011, we currently serve over 13,500+ users & members across 200+ cities helping them grow with 
Competency + Credibility
 via certification, membership, conferences, and training.



Supported by leading industry stakeholders like
HDFC, SBI, ICICI, Nippon, Axis, Kotak and 50+
organisations, Network FP is backed by India's topmost financial advisory firms.



Our mission is to build a community of 
10,000+ trusted professionals by 2030
 who help families achieve complete financial well-being.

What You'll Do


• Research & Create
: Build high-quality content for NFP programs (courses, workshops, conferences, Pro tools).


• Co-create with Leaders
: Collaborate with senior industry experts to turn know-how into structured learning.


• Host & Moderate
: Run live sessions, webinars, and cohort courses; ensure great learner experience.


• Assess for Mastery
: Design quizzes, tests, case studies, and rubrics.


• Build Tools
: Create practical templates, calculators, and checklists for advisors.


• Ship with Quality
: Work with design/ops to publish on time with zero defects.

What Success looks like (first 3 months)



Ship One course/modules with learner ratings ≥ 4.5/5



Publish 6–8 tools/templates with documented use-cases



Create question banks (100+ items) aligned to learning outcomes



Run live sessions with on-time starts & strong engagement

You'll thrive here if you have



Strong grasp of 
personal finance
 (products, suitability, regulations, ethics)


• Research + Instructional
 skills (structure, clarity, examples, assessment)



Working fluency in 
Excel/Google Sheets
 and 
AI tools
 (ChatGPT, Notion AI, etc.)



Clear 
communication
 (written & on-camera) and comfort with hosting sessions


• Learning mindset
, reliability, and bias for action

Nice to have:
 QPFP/CFP, RIA/MFD background, curriculum design, webinar moderation, basic video editing/canva, LMS familiarity.

Why Join Network FP


• Purpose with scale
: Impact India's PFP ecosystem and end-investor outcomes


• Learn every week
: Real-world exposure to top leaders & practitioners


• Great culture
: Ownership, speed, humility, and teamwork


• Balance & flexibility
: Remote-friendly with clear deliverables


• Right pay
: Compensation aligned with industry standards + growth path

Apply:
 Fill the form → 

Questions?
 Neha — | 



  • Navi Mumbai, Maharashtra, India Gfg Corporate Services Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Title: Personal Finance ExecutiveLocation: Vashi, Navi MumbaiExperience Required: yearsQualification: B.Com / M.Com / CA (Inter) / MBA (Finance) or equivalentJob SummaryWe are looking for a proactive and self-driven Personal Finance & Investment Strategist to manage the end-to-end financial portfolio of the promoter and family office. The ideal candidate...

  • Personal Secretary

    2 weeks ago


    Mumbai, Maharashtra, India SBFC Finance Full time ₹ 45,000 - ₹ 65,000 per year

    Dear Candidate,Greetings from SBFC Ltd We have opening for the Personal SecretaryLocation - Andheri (JB Nagar)Salary - 20 to 25k in handRoles and ResponsibilitiesManage the personal schedule of a senior executive, ensuring efficient use of time and resources.Coordinate meetings, appointments, and travel arrangements to ensure timely execution.Prepare meeting...


  • Mumbai, Maharashtra, India 1 Finance Full time

    Responsibilities:- Help define content IPs and formats (episodic, explainers, interviews, etc.)- Recommend topics based on audience needs and market trends (demographics)- Review scripts for accuracy, clarity, and simplicity- Ensure messaging aligns with financial regulations and channel goals- Set the tone of voice (e.g. conversational, expert yet...

  • Social Media Manager

    4 weeks ago


    Mumbai, Maharashtra, India 1 Finance Full time

    Responsibilities: Help define content IPs and formats (episodic, explainers, interviews, etc.) Recommend topics based on audience needs and market trends (demographics) Review scripts for accuracy, clarity, and simplicity Ensure messaging aligns with financial regulations and channel goals Set the tone of voice (e.g. conversational, expert yet friendly)...

  • Social Media Manager

    3 weeks ago


    Mumbai, Maharashtra, India 1 Finance Full time

    Responsibilities:Help define content IPs and formats (episodic, explainers, interviews, etc.)Recommend topics based on audience needs and market trends (demographics)Review scripts for accuracy, clarity, and simplicityEnsure messaging aligns with financial regulations and channel goalsSet the tone of voice (e.g. conversational, expert yet friendly)Help...

  • SAP-B1 finance Expert

    2 weeks ago


    Mumbai, Maharashtra, India Geekay Full time

    Job DescriptionNeed SAP-B1 finance module implementation expert for a fast-growing consumer good company. SAP-B1 is already implemented 4 years back in the company, and the candidate will work on a regular basis with finance and business teams to understand business flow, processes, reports and other wants and help transcend the same into requirements and...


  • Mumbai, Maharashtra, India Abans Finance Full time ₹ 6,00,000 - ₹ 8,00,000 per year

    Company Name Abans Group.Job Title: Personal Assistant (PA)Location: [Grant Road ]Job Summary:We are seeking a highly organized and proactive Personal Assistant to support [Executive/Manager Name or Title] with administrative tasks, time management, and daily operations. The ideal candidate is a detail-oriented professional with excellent communication and...


  • Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Your skills and experienceDesired background: Graduate/ Post graduate/ MBA Finance / CAs with more than 3-6 years experience in Trade Finance roles (across LC, BG, Import Export docs, Financing, structured products, supplier finance, etc.)Comprehensive knowledge of FEMA & RBI Master Directions.Extremely strong written and verbal communication skillsDriven...

  • Finance Intern

    4 weeks ago


    Mumbai, Maharashtra, India Snackible Full time

    Company DescriptionSnackible was founded in 2015 to revolutionize the snacks market by offering a premium range of nutritious, flavorful, and competitively priced snacks. We provide over 75 innovative and unique healthy snacking options to customers across 400 cities in India through our website and retail partnerships. Our product line includes Dosa...

  • Finance Intern

    4 weeks ago


    Mumbai, Maharashtra, India Snackible Full time

    Company Description Snackible was founded in 2015 to revolutionize the snacks market by offering a premium range of nutritious, flavorful, and competitively priced snacks.We provide over 75 innovative and unique healthy snacking options to customers across 400 cities in India through our website and retail partnerships.Our product line includes Dosa Khakras,...