Job Description
Company Description
MantraCare is a global digital healthcare and wellness platform offering mental health, legal assistance, and financial wellbeing services. Our AI-powered ecosystem connects individuals and organizations with certified professionals to improve overall wellbeing and financial stability.
Job Summary
We are seeking a qualified Financial Advisor India to provide professional financial guidance, planning support, and financial wellbeing advisory services. The role focuses on helping clients manage finances effectively, reduce financial stress, and achieve long-term financial security in compliance with Indian financial regulations.
Key Responsibilities
Provide financial planning and advisory services to individuals and organizations
Guide clients on budgeting, savings, investment basics, and debt management
Offer awareness on insurance, retirement planning, and tax-saving strategies
Ensure compliance with Indian financial regulations and advisory standards
Assess financial risks and recommend suitable financial strategies
Conduct financial literacy sessions and workshops
Maintain client confidentiality and ethical advisory practices
Stay updated on Indian financial market and regulatory developments
Qualifications
Bachelor's degree in Finance, Commerce, Economics, or related field
Certification in financial planning (preferred)
Knowledge of Indian financial markets and regulatory frameworks
13 years of experience in financial advisory or planning roles
Strong analytical, communication, and client-handling skills
Interested candidates may send their CV to
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