finance coach

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 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 mentorship
• Proficiency in Financial Planning and Financial Education to design personalized strategies and share valuable knowledge
• In-depth understanding of Finance, including investment and budgeting principles
• Excellent communication and interpersonal skills to build trust and engage effectively with clients
• Relevant certifications such as CFP, CFA, or similar are preferred
• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• Strong analytical and problem-solving skills to assess clients’ financial situations and develop strategies