Key Responsibilities:

ü Build solid 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 7
years of experience in financial advisory or related fields of which atleast 3
years should be in a leadership position

ü Robust
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.

Self-driven, goal-oriented, and passionate about
helping others achieve financial success.

📌 Financial Planning Specialist / Bdm Financial Advisory / Financial Planning Expert Pune (India)
🏢 Important Company of the Sector
📍 India