Teams at Finnovate

Develop and execute finance-focused content strategy across blogs, social media, newsletters, PR, video scripts, websites, and product materials. Research audiences and financial industry trends, simplify complex investment topics, collaborate with experts and cross-functional teams, maintain content calendars, ensure SEO and brand consistency, and analyze performance to optimize content. The role also requires proofreading, factual accuracy, and compliance with financial communications standards.

Lead client acquisition, financial needs assessments, investment and wealth planning, and relationship management. Manage and mentor financial advisors, monitor client portfolios, refine financial plans, and provide customized investment guidance. Represent Finnovate at client meetings, conferences, and industry forums while staying current on market and regulatory developments.

Manage daily wealth management operations across mutual fund purchases, redemptions, switches, SIPs, BSE transactions, KYC, onboarding, documentation, reconciliation, and client servicing. Resolve client and internal queries, coordinate with AMCs, BSE, RTAs, and other partners, track pending issues, maintain records and audit trails, prepare MIS reports, and ensure transactions comply with internal processes and regulatory requirements.