Junior Financial Coach – Client Support

Company: Triovest Finance Advisory Private Limited Location: WeWork, Krishe Emerald, Kothaguda, Hyderabad Employment type: Full-time, work from office Salary: ₹18,000–₹25,000 per month plus performance incentives Experience: Freshers to two years Training: 30 days of structured training provided About the role Triovest Finance Advisory Private Limited is looking for a Junior Financial Coach to support clients in understanding their loans, cash flow, budgeting and financial goals. This is an entrepreneurial role that requires strong communication skills, attention to detail, and ability to work independently. The ideal candidate should have a passion for finance, be comfortable with numbers, and have excellent interpersonal skills. Key responsibilities: • Provide exceptional client support by explaining loan options, cash flow management, budgeting, and financial goal setting. • Conduct thorough analysis of clients' financial situations to identify areas for improvement. • Develop personalized financial plans for clients based on their goals and objectives. • Collaborate with the team to ensure seamless delivery of services to clients. • Stay updated with industry trends, regulations, and best practices in finance. • Participate in training sessions to enhance knowledge and skills. What we offer: • Competitive salary range of ₹18,000–₹25,000 per month plus performance incentives. • 30 days of structured training provided to ensure a strong foundation in financial coaching. • Opportunities for professional growth and development. • Collaborative and dynamic work environment. • Flexible working hours with the option to work from home.