Acquire and advise clients on financial planning, investment, and wealth management solutions. Build client relationships, monitor portfolios, assess financial data, and provide tailored recommendations. Drive branch revenue targets, analyze sales and conversion metrics, prepare management reports and forecasts, and identify growth opportunities. Lead and coach sales teams and channel partners while overseeing branch operations, regulatory compliance, and client-facing representation at meetings and industry events.
Job Title: Senior Financial Planning Specialist / Financial Planning Expert (Digital)
Reporting
To: Branch Manager/CEO
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.
• Own and drive branch-level revenue targets, ensuring consistent
achievement of business goals.
• Analyze sales performance, lead conversion metrics, product
effectiveness, and client behavior to identify growth opportunities
and improve productivity.
• Prepare, review, and present performance reports, dashboards, and
business forecasts for management decision-making.
• Lead, coach, and motivate the internal sales team and channel
partners to achieve high performance and accountability.
• Oversee smooth day-to-day branch operations while ensuring
adherence to internal policies and regulatory requirements.
Qualification & Skills:
• Bachelor’s degree in finance, economics, or a related field
• CFP certification is preferred
• Should have a NISM XA – XB qualification
• Minimum of 8 years of experience in financial advisory or
related fields
• 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: 8 years of relevant experience preferred.
Benefits on being a part
of Finnovate:
✓ Health Insurance: Coverage including options for dependents.
✓ Paid Time off: Vacation days and holidays, allowing employees to
take time off while still receiving pay.
✓ Parental Leave: Paid time off for new parents, including maternity,
paternity, and adoption leave.
✓ Professional Development: Opportunities for training, workshops,
conferences to support employees' career growth.
✓ Recognition and Incentives: Performance-based variable pay or
recognition programs to reward employees for their contributions.
✓ Company Events and Celebrations: Company outings, team-
building activities for bonding between team members
✓ Employee Recognition Programs: Awards, incentives, or bonuses for
outstanding performance or tenure.
✓ Employee Referral Programs: Bonuses or incentives for referring
qualified candidates who are hired by the company.
Finnovate Mumbai, Maharashtra, IND Office
Mumbai, Maharashtra, India, 400066
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