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 — |
-
Personal Finance Executive
6 days ago
Navi Mumbai, Maharashtra, India Gfg Corporate Services Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob 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 yearDear 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...
-
Finance Expert
9 hours ago
Mumbai, Maharashtra, India XEAM VENTURES PRIVATE LIMITED Full time ₹ 6,24,000 per yearDesired QualificationCA / CMA / MBA(Fin.)/M.Sc. (Fin.)/M.Com./M.Fin with finance.5 Years Post Qualification experience in Financial Management & analysis02 Years Experience of working in Power SectorPreferences for local resident of Mumbai (MAH)DescriptionWork related to bank account management, bank guarantee verification and management, Payroll management,...
-
Expert-Finance
1 week ago
Navi Mumbai, Maharashtra, India R2R Consults Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesFinancial Accounting & Reporting:• Oversee and execute the accurate and timely monthly, quarterly, and annual closureof books, including expense provisioning, GL scrutiny, and reconciliations.• Ensure the accuracy and completeness of books of accounts in strict alignment withcompany policies and Indian Accounting Standards (Ind...
-
Customer Support Specialist
4 days ago
Mumbai, Maharashtra, India RV FINANCE Full time ₹ 2,00,000 - ₹ 6,00,000 per yearCompany DescriptionRV FINANCE is an investment banking company based out of Luneville, Grandest, France. The company is committed to providing top-tier financial services and investment solutions. Situated at 81 Rue D'Alsace, RV FINANCE enjoys a strong presence in the finance sector, delivering reliable and expert support to its clients globally.Role...
-
Content Writer
1 week ago
Mumbai, Maharashtra, India, Maharashtra 1 Finance Full timeResponsibilities:Write compelling long-form articles (1200-2500 words) and research-based articles on finance-related topics.Incorporate SEO and GEO best practices, including keyword research and content optimization, to enhance visibility and drive organic traffic. Stay updated on social media trends.Tailor content tone and style to suit diverse audiences,...
-
Personal Assistant To Managing Director
2 days ago
Mumbai, Maharashtra, India Abans Finance Full time ₹ 6,00,000 - ₹ 8,00,000 per yearCompany 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...
-
Trade Finance Operations
2 days ago
Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 1,04,000 - ₹ 1,30,878 per yearYour 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...
-
Operations Expert, AS
2 days ago
Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 1,20,000 - ₹ 3,60,000 per yearOperations Expert, ASJob ID: R0397357Full/Part-Time: Full-timeRegular/Temporary: RegularListed: Location: MumbaiPosition OverviewJob Title: Operations Expert, ASLocation: Mumbai, IndiaRole DescriptionPositive Impact- It's what drives us. More than a claim, this describes the way we do business.Our purpose as a business is to enable economic growth and...
-
Entry Level
8 hours ago
Mumbai, Maharashtra, India COLIFT Expert Network Full time ₹ 6,00,000 - ₹ 10,00,000 per yearAbout COLIFTCOLIFT is a leading European expert network platform that connects businesses with a vast network of pre-vetted consultants and freelance experts. We help our clients provide on-demand primary insights from a global professional network. COLIFT experts and our clients include phone consultations, expert webinars and in-person meetings.About the...