Are you passionate about empowering
people with financial knowledge? Do you thrive on helping individuals make
smart financial decisions for a secure future? If yes, then this role is for
you!
Key Responsibilities:
ü Build robust relationships with
clients by understanding their goals and offering personalized financial
solutions.
ü Guide individuals in making informed
financial decisions for long-term financial well-being.
ü Provide expert insights on financial
planning, investment strategies, and wealth management tailored to client
needs.
ü Stay ahead of market trends,
regulatory changes, and industry best practices to deliver relevant financial
advice.
ü Analyze financial data, track
progress, and optimize financial plans for better results.
ü Represent Finnovate at conferences,
meetings,
and industry events to promote financial education.
Qualifications
& Skills:
ü Bachelor’s
degree in finance, economics, or a related field (MBA-Finance preferred).
ü A CFP
certification would be a definite advantage, alternatively should have a NISM
XA – XB qualification or working towards the same
ü Minimum of 8 years of experience in financial advisory or related fields
ü Solid
knowledge of financial planning, investment strategies, and wealth management.
ü Excellent stakeholder
management skills, superior communication and interpersonal skills to educate
and engage clients.
ü Analytical
mindset with the ability to assess financial data and provide strategic
recommendations.
ü Self-driven,
goal-oriented, and passionate about helping others achieve financial success.
📌 Business Development Manager Wealth & Financial Planning Mumbai
🏢 Important Business
📍 Mumbai
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