11 Personal Finance Jobs

As an integral part of LXME, you will be instrumental in transforming the way women in India interact with finances. We are dedicated to empowering Indian women through education, access, and community support. Your role as a woman financial advisor will involve leading a team that caters to a diverse range of women investors, including young professionals, homemakers, mompreneurs, and retiring women. This position goes beyond traditional financial advisory; it is about inspiring financial confidence in every Indian woman. Your primary responsibilities will include guiding and nurturing a team of financial advisors to provide personalized financial planning that is easy to understand and tailored to women across different life stages and income brackets. You will need to grasp the distinct financial requirements of various groups, such as Gen Z, millennials, gig workers, salaried professionals, entrepreneurs, and homemakers. Crafting engagement strategies specific to each cohort, including personalized investment paths, content, webinars, and resources, will be crucial. Staying abreast of investment products, market trends, tax regulations, and compliance updates to deliver informed and relevant advice is essential. Collaborating with the marketing and product teams to develop offerings and campaigns tailored to different cohorts will be part of your role. Upholding high standards of customer trust, empathy, and compliance is paramount. As an ideal candidate, you are a dedicated female finance professional with 7-10 years of experience in wealth management, investment advisory, or personal finance. Possessing certifications like CFP, CFA, or SEBI RIA is a plus. Your proven ability in leading teams and providing customer-centric financial planning is essential. Understanding the financial behaviors, obstacles, and motivations of women is a key strength. Effective communication, coaching, and relationship-building skills are necessary. You are driven by a sense of purpose, yet you are also analytical and results-oriented. Comfort with digital tools and platforms is expected. Join us in our mission to revolutionize the financial landscape for Indian women. You will be part of a supportive and inclusive environment that fosters learning, leadership, and growth. Working with a passionate team, you will have the opportunity to make a tangible impact and drive positive change. If you are a woman who believes in the power of money and is ready to empower other women in claiming it, we invite you to be a part of our team.,

As a Content Writer specializing in Personal Finance, you will collaborate with our Communication team to enhance our blog content. Your primary responsibilities will involve creating engaging articles on topics such as personal loans, home loans, tax savings, insurance, investments, and other financial products related to savings and credit. We are seeking an individual who possesses a deep understanding of the Personal Finance requirements of the Indian consumer market. The ideal candidate should have a proven track record of developing innovative solutions to assist Indian consumers in saving money. Previous experience in a personal finance role within a newspaper, website, or magazine is highly desirable. A high-energy individual with a company-first and team-first mentality, along with a positive attitude, would thrive in this role. Your proficiency in conducting thorough research, financial planning, and crafting compelling content within the personal finance domain is crucial. Additionally, familiarity with information graphics would be advantageous. In terms of compensation, we offer a competitive salary package that aligns with industry standards. This role presents a unique opportunity for you to make a tangible impact on people's lives and drive positive change within the banking services sector.,

As a Creative/Content Strategist for WA, you will be responsible for developing innovative strategies for digital campaigns. Your primary focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. You will be tasked with producing original and visually appealing content that demonstrates a high level of accuracy in grammar, brevity, and syntax across various corporate marketing and communications materials. In this role, you will also be expected to craft compelling press releases highlighting WA's achievements, new clients, client news, and employee accomplishments. Your responsibilities will encompass a wide range of content production areas, including web pages, blogs, Q&As, FAQs, invitations, emailers, case studies, outreach articles, reports, and white papers. To excel in this position, you must possess excellent research skills and a deep understanding of the target audience's needs. This involves analyzing existing content, conducting online research, and engaging in interviews and collaborations with financial advisors. You will also be required to ensure the accuracy, timeliness, and quality of the content you produce while adhering to strict deadlines. If you are a detail-oriented individual with a passion for creating impactful content and can deliver flawless work consistently, this role offers an exciting opportunity to showcase your skills and contribute to WA's digital presence effectively.,

You will be joining Goldman Sachs, a renowned global investment banking, securities, and investment management firm established in 1869. Headquartered in New York, with offices worldwide, we are dedicated to leveraging our people, resources, and innovative ideas to facilitate the growth of our clients, shareholders, and the communities we engage with. Goldman Sachs values diversity and inclusion, understanding that who you are enhances what you bring to the table. We are deeply committed to promoting a culture of diversity and inclusion within our organization and beyond. We ensure that every individual within our firm is provided with numerous opportunities for professional and personal growth. This includes access to training and development programs, firmwide networks, benefits, wellness initiatives, personal finance offerings, and mindfulness programs. To learn more about our culture, benefits, and the people at Goldman Sachs, visit GS.com/careers. As part of our commitment to equality and accessibility, we are dedicated to accommodating candidates with special needs or disabilities throughout our recruitment process. To find out more about the accommodations we offer, please visit: https://www.goldmansachs.com/careers/footer/disability-statement.html Join us at Goldman Sachs and be part of a dynamic and inclusive environment that is focused on driving success for our clients, our firm, and the communities we serve.,

As a Creative/Content Strategist for WA, you will be responsible for developing innovative digital campaigns. Your main focus will be on creating engaging content related to personal finance, retirement planning, investment advisory, portfolio management, robo advisory, and financial advisory tools. It is crucial to ensure that all content is not only eye-catching and original but also accurate in terms of grammar, brevity, and syntax. Your role will involve crafting press releases that highlight WA's achievements, new clients, client news, and employee accomplishments. Additionally, you will be involved in various aspects of content production such as creating web pages, blogs, Q&As, FAQs, invitations, emailers, case studies, outreach articles, reports, and white papers. To excel in this position, you must conduct thorough research to understand the needs of the target audience. This includes analyzing existing content, performing online research, and engaging in interviews or collaborations with financial advisors. You will also be responsible for ensuring the accuracy, timeliness, and overall quality of the content you produce. Furthermore, you will be expected to work efficiently under tight deadlines without compromising the quality of your work. Your ability to deliver flawless content within specified timelines will be essential in meeting the demands of this role.,

Role & responsibilities Relevant experience in SME banking or relationship management Client Acquisition and Relationship Management . Strong interpersonal and communication skills Financial analysis and credit appraisal skills Sales and business development skills Product knowledge Proficiency in Microsoft Office Preferred candidate profile

Note: Only applicants who are available to start immediately and willing to work on a contractual, session-based basis will be considered. Please apply only if you meet these criteria. About Us CredMinded is a future-focused learning initiative committed to equipping young minds with one of the most essential capabilities of the 21st century: financial literacy . In an era of rapid change and rising complexity, we view financial literacy as a foundation for lifelong confidence, decision-making, and personal agency. Our Financial Literacy Workshops are designed to integrate this skill into a students formative yearsenabling them to think critically, lead responsibly, and act with purpose. With cross-sector expertise in finance, education, and social innovation, our team creates immersive, values-driven learning experiences that connect classroom concepts with real-world application. At CredMinded, we believe: Financial literacy isn’t about numbers—it’s about navigating life with clarity, confidence, and character.” Role Overview We are looking to empanel experienced trainers in Srinagar who can conduct interactive, student-centered workshops on financial literacy and professional development for college and university audiences (primarily MBA and postgraduate students). This is a project-based trainer role with flexible engagement (3-4 sessions/month), offering the opportunity to share your domain knowledge while shaping Indias next generation of financially empowered, career-ready citizens. Key Responsibilities Facilitate interactive financial literacy workshops covering topics such as: Budgeting, saving, and investing Banking systems and credit behavior Tax basics and regulatory awareness Financial goal-setting and money values Real-world financial decision-making Integrate professional development elements like: Career planning and workplace skills Business communication and confidence building Entrepreneurship and personal branding Share personal insights, industry stories, and case studies from the banking, finance, or business world Collaborate with the CredMinded team on session design, delivery, and student engagement Represent CredMinded in a professional, inclusive, and inspiring manner during all workshops Preferred candidate profile We are looking for experienced professionals with a deep understanding of financial systems and a passion for shaping young minds. Ideal candidates include: Banking and Financial Services Professionals with 10 to 15+ years of experience in public or private sector roles Retired Bankers who bring wisdom, authenticity, and mentorship-oriented presence to the classroom Chartered Accountants (CA) with an interest in teaching, advisory, or youth engagement Entrepreneurs or Finance Founders with hands-on experience in business, funding, and strategy You should also bring: Exposure to mentoring, training, or outreach programs (formal or informal) Strong communication and storytelling skills Ability to simplify complex financial concepts for non-expert audiences Comfort with interactive formats: group discussion, case studies, live Q&A Availability for in-person sessions in Srinagar (travel/honorarium covered as applicable) Language fluency: English and Hindi (local language proficiency is a plus) Why Join Us? Opportunity to shape financial thinking among Indias youth Be part of a mission-led, socially conscious startup Flexibility to design and deliver in your unique teaching style Collaborate with educators, innovators, and changemakers Receive a CredMinded Trainer Certificate and formal empanelment Contribute to nation-building through education and empowerment

About AssetPlus We at AssetPlus aim to bring about a paradigm shift in the Fin-Tech market with our wealth management platform for distributors and end-users. Our vision is twofold - to educate people, particularly those in rural areas, about the variety of products available for wealth expansion, and to become a hub of all things investment. We are working towards making wealth management accessible to financial experts from all walks of life and support their journey in creating millions of retail investors. What will you do? Engage with partners to understand their requirements and help them leverage the AssetPlus platform and its benefits Establish and nurture value-based relationships with partners and ensure alignment with their key business goals Provide consultation to partners on leveraging the AssetPlus platform to grow their business Guide partners through the onboarding process, ensuring a seamless activation experience Drive partner participation in webinars, contests, and other engagement initiatives Work towards activating the partners after onboarding, which contributes to the business growth Why AssetPlus? Exponential career growth in a sport span Lucrative role and immense exposure to the industry High scope for learning and knowledge development Team engagement and culture-building activities Young and vibrant team Informal dress code Well-stocked pantry & daily lunch Regular team outingsculture-building What we are looking for? Enterprising and adaptive to the culture Interest in financial markets and products Self-driven and motivated Creative and Solution oriented Fluent in English and Hindi Preferrably Freshers

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations. -Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile. -Conduct thorough analysis of client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. -The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs and providing holistic solutions. -Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. -Offer continous support to the clients throughout the year, addressing any questions. Work experience: -Relevant work experience with wealth/financial planning products or in client-facing wealth management -Ability to operate in a team-oriented and collaborative environment -Self motivated, flexible and adaptable in an ever-changing environment -Excellent interpersonal and communication skills Commitment to personal and professional development Academic background: Chartered Accountant or Top Tier MBA (Optional) CFP/ CWM or CFA Level 2 cleared/ CFA Level 3 candidates

PhonePe is Indias leading digital payments platform with 400 million registered users and 32 million registered Merchants. Using PhonePe, users can send and receive money, recharge mobile, DTH, and data cards, pay at stores, make utility payments, buy gold, and make investments. PhonePe went live for customers in August 2016 and was the first non-banking UPI app, and offered money transfers to individuals and merchants, recharges, and bill payments to begin with. In 2017, PhonePe forayed into financial services with the launch of digital gold, providing users with a safe and convenient option to buy 24-karat gold securely on its platform. PhonePe has since launched Mutual Funds and Insurance products like tax-saving funds, liquid funds, international travel insurance, and Corona Care, a dedicated insurance product for the COVID-19 pandemic, among others. At PhonePe, we take extra care to make sure you give your best at work, every day! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about technology is a big part of being at PhonePe. Share. Market is the stock broking initiative launched by PhonePe in 2023. It is an online investment & trading app where users can explore and invest in stocks, ETFs, WealthBaskets, Mutual Funds, Derivatives and more. Share. The market is here to revolutionize how India invests in the share market. We focus on intelligent investing, thereby enabling our customers to make informed decisions using technology-driven tools, enhancing their awareness through education-focused rich content, and ever ever-evolving product landscape Role Overview We are seeking a dynamic and experienced Head of Content and Education to lead our content strategy and educational initiatives. This individual will play a pivotal role in shaping the narrative of Share.Market, working closely with various teams including Growth, Research, Product, Public Relations, Compliance, etc. The ideal candidate will have deep expertise in finance, a flair for content creation, and the ability to translate complex financial concepts into engaging and accessible content across multiple channels. Key Responsibilities Content Strategy and Development Develop and execute a comprehensive content strategy that aligns with the company's business goals and enhances the firms brand presence Create and curate high-quality content across various platforms, including blogs, newsletters, social media, webinars, videos, and educational modules Identify trending topics and emerging themes in finance and the stock market to keep content relevant and timely Educational Initiatives: Develop educational materials, such as e-books, online courses, and video tutorials, to support investor education Produce in-depth research, write scripts for videos, and market analyses that provide actionable insights Impart finance-based training to internal teams like customer success, QA, engineers, etc, for their better understanding and functionality Collaboration and Coordination Work closely with the research team to ensure content is data-driven and reflects the latest market trends and insights Partner with the product team to understand existing and upcoming features and hence create content that markets them Liaise with compliance to ensure all content adheres to regulatory guidelines and standards Collaborate with the PR team to promote content and educational initiatives through various media outlets Content Creation and Editing Lead content creation efforts, including writing, editing, and producing written, visual, and video content Oversee the design and production of videos, infographics, and other multimedia content that enhances user engagement Ensure all content is consistent with the companys brand voice, tone, and style Market Monitoring and Analysis Stay abreast of developments in the Indian stock market and global financial markets, using this knowledge to inform content and educational strategies Analyze financial news and market data to provide timely and insightful commentary across Sharedotmarkets platforms Team Leadership Manage a team of content creators, designers, and video editors, providing mentorship and guidance to drive quality and innovation Foster a culture of continuous learning and improvement within the content and education team Key Requirements 8+ years of experience in content creation, financial education, or a related field within the finance industry In-depth knowledge of finance, particularly in areas like equity research, personal finance, and market analysis Strong writing, editing, and storytelling skills, with the ability to simplify complex financial concepts Proficiency in multimedia content creation, including text-based, video production and graphic design Ability to collaborate cross-functionally and work with diverse teams to achieve business objectives Up-to-date with financial markets, regulatory changes, and industry trends, particularly in the Indian context Excellent leadership and project management skills CFA Charterholder / Level 3 candidate or MBA from a Tier-1 College in India PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy

About PhonePe Group: PhonePe is Indias leading digital payments company with 50 crore (500 Million) registered users and 3.7 crore (37 Million) merchants covering over 99% of the postal codes across India. On the back of its leadership in digital payments, PhonePe has expanded into financial services (Insurance, Mutual Funds, Stock Broking, and Lending) as well as adjacent tech-enabled businesses such as Pincode for hyperlocal shopping and Indus App Store which is India's first localized App Store. The PhonePe Group is a portfolio of businesses aligned with the company's vision to offer every Indian an equal opportunity to accelerate their progress by unlocking the flow of money and access to services. Culture At PhonePe, we take extra care to make sure you give your best at work, Everyday! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about tech is a big part of being at PhonePe. If you like building technology that impacts millions, ideating with some of the best minds in the country and executing on your dreams with purpose and speed, join us! PhonePe is Indias leading digital payments platform with 400 million registered users and 32 million registered Merchants. Using PhonePe, users can send and receive money, recharge mobile, DTH, and data cards, pay at stores, make utility payments, buy gold, and make investments. PhonePe went live for customers in August 2016 and was the first non-banking UPI app, and offered money transfers to individuals and merchants, recharges, and bill payments to begin with. In 2017, PhonePe forayed into financial services with the launch of digital gold, providing users with a safe and convenient option to buy 24-karat gold securely on its platform. PhonePe has since launched Mutual Funds and Insurance products like tax-saving funds, liquid funds, international travel insurance, and Corona Care, a dedicated insurance product for the COVID-19 pandemic, among others. At PhonePe, we take extra care to make sure you give your best at work, every day! And creating the right environment for you is just one of the things we do. We empower people and trust them to do the right thing. Here, you own your work from start to finish, right from day one. Being enthusiastic about technology is a big part of being at PhonePe. Share. Market is the stock broking initiative launched by PhonePe in 2023. It is an online investment & trading app where users can explore and invest in stocks, ETFs, WealthBaskets, Mutual Funds, Derivatives and more. Share. The market is here to revolutionize how India invests in the share market. We focus on intelligent investing, thereby enabling our customers to make informed decisions using technology-driven tools, enhancing their awareness through education-focused rich content, and ever ever-evolving product landscape Role Overview We are seeking a dynamic and experienced Head of Content and Education to lead our content strategy and educational initiatives. This individual will play a pivotal role in shaping the narrative of Share.Market, working closely with various teams including Growth, Research, Product, Public Relations, Compliance, etc. The ideal candidate will have deep expertise in finance, a flair for content creation, and the ability to translate complex financial concepts into engaging and accessible content across multiple channels. Key Responsibilities Content Strategy and Development Develop and execute a comprehensive content strategy that aligns with the company's business goals and enhances the firms brand presence Create and curate high-quality content across various platforms, including blogs, newsletters, social media, webinars, videos, and educational modules Identify trending topics and emerging themes in finance and the stock market to keep content relevant and timely Educational Initiatives: Develop educational materials, such as e-books, online courses, and video tutorials, to support investor education Produce in-depth research, write scripts for videos, and market analyses that provide actionable insights Impart finance-based training to internal teams like customer success, QA, engineers, etc, for their better understanding and functionality Collaboration and Coordination Work closely with the research team to ensure content is data-driven and reflects the latest market trends and insights Partner with the product team to understand existing and upcoming features and hence create content that markets them Liaise with compliance to ensure all content adheres to regulatory guidelines and standards Collaborate with the PR team to promote content and educational initiatives through various media outlets Content Creation and Editing Lead content creation efforts, including writing, editing, and producing written, visual, and video content Oversee the design and production of videos, infographics, and other multimedia content that enhances user engagement Ensure all content is consistent with the companys brand voice, tone, and style Market Monitoring and Analysis Stay abreast of developments in the Indian stock market and global financial markets, using this knowledge to inform content and educational strategies Analyze financial news and market data to provide timely and insightful commentary across Sharedotmarkets platforms Team Leadership Manage a team of content creators, designers, and video editors, providing mentorship and guidance to drive quality and innovation Foster a culture of continuous learning and improvement within the content and education team Key Requirements 8+ years of experience in content creation, financial education, or a related field within the finance industry In-depth knowledge of finance, particularly in areas like equity research, personal finance, and market analysis Strong writing, editing, and storytelling skills, with the ability to simplify complex financial concepts Proficiency in multimedia content creation, including text-based, video production and graphic design Ability to collaborate cross-functionally and work with diverse teams to achieve business objectives Up-to-date with financial markets, regulatory changes, and industry trends, particularly in the Indian context Excellent leadership and project management skills CFA Charterholder / Level 3 candidate or MBA from a Tier-1 College in India PhonePe Full Time Employee Benefits (Not applicable for Intern or Contract Roles) Insurance Benefits - Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance Wellness Program - Employee Assistance Program, Onsite Medical Center, Emergency Support System Parental Support - Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program Mobility Benefits - Relocation benefits, Transfer Support Policy, Travel Policy Retirement Benefits - Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment Other Benefits - Higher Education Assistance, Car Lease, Salary Advance Policy Working at PhonePe is a rewarding experience! Great people, a work environment that thrives on creativity, the opportunity to take on roles beyond a defined job description are just some of the reasons you should work with us. Read more about PhonePe .