coach

Role Description This is a full-time, on-site Coach role based in Jaipur. The Coach will guide clients through financial concepts, helping them understand asset protection, tax-efficient strategies, and long-term planning in simple, actionable terms. Daily responsibilities include conducting one-on-one and group coaching sessions, preparing learning materials, and following up with clients to track progress against their financial goals. The role involves collaborating with advisors and internal teams to ensure coaching aligns with the firm’s solutions and standards, as well as maintaining accurate documentation of client interactions. The Coach is expected to stay current with basic financial and tax-related trends, uphold high ethical standards, and contribute to a supportive learning environment.

Qualifications
• Strong communication, presentation, and interpersonal skills to explain financial concepts clearly and build trust with clients.
• Coaching, mentoring, or training experience, ideally in financial services, education, or a client-facing professional setting.
• Basic understanding of personal finance, asset protection, and tax-aware strategies, with willingness to learn firm-specific solutions.
• Organizational and time management skills to handle multiple coaching sessions, follow-ups, and documentation efficiently.
• Ability to work on-site in Jaipur, collaborate with cross-functional teams, and adapt to a structured yet client-focused environment.
• Commitment to integrity, professionalism, and confidentiality in all client interactions and internal processes.
• Bachelor’s degree in finance, business, economics, education, or a related field is preferred; relevant certifications are an advantage.