Independent Financial Mentor

Mumbai – 15/04/2024

Job Title

Independent Financial Mentor

Job Location – Mumbai

Company Overview:

Background: Make My Wealth LLP is an AMFI registered “Individual Financial Advisors” LLP firm offering research based advisory to help an individual build risk adjusted sustainable wealth and grow their investments.


Job Description:
We are currently seeking an Independent Finance Mentor to join our team. As a Finance Mentor, you will be responsible for providing expert guidance and support to individuals seeking to improve their financial knowledge and skills. In this role, you will have the opportunity to make a positive impact on the lives of those you mentor by helping them gain confidence in their financial decisionmaking and achieving their long-term financial goals.

• Mentor individuals on various aspects of personal finance, including budgeting, saving, investment strategies, and debt management.
• Assess individual financial situations and develop personalized financial plans to help clients achieve their financial goals.
• Educate clients on financial principles, concepts, and best practices through one-on-one sessions and group workshops.
• Provide guidance on financial products and services, helping clients make informed decisions regarding banking, investments, insurance, and retirement accounts.
• Monitor and evaluate clients’ progress towards their financial goals, providing ongoing support and making necessary adjustments to the financial plans as needed.
• Stay updated on the latest trends, regulations, and developments in personal finance to ensure the advice provided is accurate and up-to-date.
• Promote financial literacy and awareness by participating in community outreach programs, delivering presentations, and contributing to financial education materials.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Proven experience in personal finance, financial planning, or investment management.
• Strong understanding of financial principles, financial markets, and investment strategies.
• Excellent interpersonal and communication skills, with the ability to effectively explain complex financial concepts to individuals with varying levels of financial literacy.
• Demonstrated ability to develop and implement personalized financial plans based on individual needs and goals.
• Strong analytical and problem-solving skills, with the ability to identify financial challenges and provide practical solutions.
• Professional certifications such as Certified Financial Planner (CFP) or Chartered Investment Counselor (CIC) preferred.


Freshers Required

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