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
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