Manage and grow relationships with UHNI clients through personalized financial advisory, portfolio reviews, investment and insurance recommendations, client acquisition, and cross-selling. Conduct market and regulatory research, ensure SEBI compliance, coordinate transactions with back-office teams, maintain CRM records, achieve acquisition and revenue targets, and mentor junior advisors.
Job Title:
Senior Advisor
Reporting To:
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:
- Maintain
and strengthen relationships with clients after onboarding, ensuring
long-term engagement and satisfaction.
- Manage
and nurture relationships with existing UHNI clients while actively
acquiring new UHNI clients through meetings, referrals, and networking.
- Conduct
client meetings to understand financial goals, provide personalized
advisory solutions, and build long-term trust.
- Convert
existing and prospective clients by identifying their financial needs
and presenting suitable advisory solutions.
- Review
client portfolios and provide expert recommendations to optimize
financial outcomes.
- Present
research reports, mutual fund updates, and life and health insurance
solutions to clients.
- Drive
revenue through cross-selling and upselling of financial products and
advisory services.
- Coordinate
with the Back Office team to ensure smooth execution of Mutual Fund and
Health Insurance transactions.
- Conduct
research on financial markets, investment products, tax regulations, and
SEBI circulars impacting advisory services.
- Collaborate
with the Research and Advisory teams to develop comprehensive,
client-centric financial strategies.
- Act
as the primary point of contact for clients, ensuring exceptional
service and timely resolution of queries and concerns.
- Gather
client feedback and identify opportunities to enhance the overall client
experience.
- Mentor
and guide junior advisors by sharing best practices and supporting their
professional development.
- Ensure
all advisory activities comply with SEBI (Investment Advisers)
Regulations and subsequent amendments.
- Assist
in client risk profiling and ensure all recommendations align with the
client's risk appetite and financial goals.
- Maintain
accurate and timely updates of all client interactions, meetings, and
transactions in the CRM on a daily basis.
- Achieve
individual client acquisition, conversion, revenue, and retention
targets while contributing to the overall team performance.
Qualification & Skills:
· Strong relationship
management and client servicing skills.
· Excellent communication and presentation abilities.
· Analytical mindset to assess client needs, analyze market trends, and offer strategic
financial solutions.
· Ability to thrive in a fast-paced environment, manage multiple priorities, and achieve
targets.
· Bachelor’s degree in Commerce, Marketing, or a related field (MBA in
Finance preferred).
· CFP certification is preferred
· Should have a NISM XA – XB qualification
Years of Experience:
10 years of relevant experience preferred.
Finnovate Mumbai, Maharashtra, IND Office
Mumbai, Maharashtra, India, 400066
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