
Personal Finance Expert
2 days ago
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 — |
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