Acquire new clients, assess financial needs, present investment and financial planning solutions, and build long-term wealth advisory relationships. Advise clients on financial decisions, monitor portfolios, refine financial plans, and stay current on market and regulatory developments. Represent Finnovate at client meetings, conferences, and industry forums while promoting financial literacy and the company’s services.
Job Title:
Financial Planning Specialist / Financial Planning Expert (Digital)
Reporting To:
Branch Manager
About Finnovate:
Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.
Location:
Mumbai
Employment Type:
Full time
Key Responsibilities:
•Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
•Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions.
•Advise individuals on informed financial decisions to support long-term financial security and growth.
•Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to client needs.
•Remain updated on market trends, regulatory developments, and industry best practices to provide timely and relevant advice.
•Evaluate financial data, monitor client portfolios, and refine financial plans to enhance outcomes.
•Represent Finnovate at conferences, client meetings, and industry forums to promote financial literacy and brand visibility.
Qualification & Skills:
•Bachelor’s degree in finance, economics, or a related field
•CFP certification is preferred
•Should have a NISM XA – XB qualification
•Strong knowledge of financial planning, investment strategies, and wealth management.
•Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.
•Analytical mindset with the ability to assess financial data and provide strategic recommendations.
•Self-driven, goal-oriented, and passionate about helping others achieve financial success.
Years of Experience:
Minimum of 3 years of experience in financial advisory or related fields
Finnovate Mumbai, Maharashtra, IND Office
Mumbai, Maharashtra, India, 400066
Similar Jobs
Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Leads multiple software engineering teams through new product development from concept to implementation. Provides technical and strategic leadership across architecture, Java and Spring-based applications, cloud-native systems, microservices, CI/CD, quality initiatives, automation, and real-time platforms. Manages stakeholders, project metrics, cross-location coordination, business execution, team development, and strategic technology direction while ensuring consistent delivery and security practices.
Top Skills:
AICi/CdDigital Native ArchitectureJavaMicroservicesPivotal Cloud FoundryReal-Time Online SystemsScaled Agile FrameworkSpring BootSpring Framework
Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Designs, develops, tests, deploys, and maintains secure software solutions across the full SDLC. Leads technical solution planning, production support, incident remediation, technology evaluations, and proof-of-concept initiatives. Creates technical documentation, ensures testing and quality compliance, coordinates offshore development, supports vendor collaboration, and mentors team members through training and knowledge transfer.
Blockchain • Fintech • Payments • Consulting • Cryptocurrency • Cybersecurity • Quantum Computing
Develop and maintain scalable cloud-based applications using Java and Spring Boot. Collaborate with product and engineering teams, implement microservices and APIs, ensure security and code quality, and support testing, deployment, monitoring, and incident remediation. Contribute to CI/CD automation, Agile ceremonies, technical documentation, proof-of-concepts, and AI-assisted software development practices. Work with relational and NoSQL databases, containers, DevOps tools, and emerging AI technologies.
Top Skills:
Ai AgentsAnsibleAWSAzureBddCassandraChatgptCi/CdClaudeCursorDatabricksDockerETLGCPGitGithub CopilotHadoopJavaJava 8JenkinsJunitKubernetesLangchainLarge Language ModelsMicroservicesMicrosoft CopilotMockitoMongoDBMySQLOraclePostgresRestful ApisRetrieval-Augmented GenerationSemantic KernelSnowflakeSparkSpring BootSQLTddTerraform
What you need to know about the Mumbai Tech Scene
From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.
