About Finnovate Finnovate is a holistic financial planning and wealth advisory platform committed to transforming how Indians receive personal finance advice We deliver comprehensive client-centric financial solutions tailored to individual needs Key Responsibilities Financial Planning Advisory Support Assist financial advisors in preparing comprehensive financial plans Gather and organize client financial data income expenses assets liabilities goals Prepare cash flow statements net worth statements and goal-based plans Generate and review financial planning reports and presentations Assist in portfolio rebalancing SIP tracking and performance reviews Review existing portfolios and provide expert recommendations Client Servicing Relationship Management Act as the primary point of contact ensuring high client satisfaction Attend client meetings to drive business growth through cross-selling and up-selling Present research reports mutual fund updates and life health insurance services Maintain strong client relationships through regular follow-ups and service calls Assist in onboarding new clients and handling documentation Address client concerns gather feedback and identify current opportunities Research Compliance Operations Conduct research on financial markets investment products tax rules and SEBI circulars Collaborate with research and advisory teams for holistic strategies Maintain client data in CRM systems Track service tickets turnaround time and resolution status Ensure compliance with SEBI Investment Advisers Regulations 2013 and amendments Assist in risk profiling and ensure recommendations align with client risk scores Qualifications Skills CFP preferred with 3-5 years of relevant experience Strong client servicing and relationship management skills Excellent communication and presentation abilities Analytical mindset with ability to assess client needs and market trends Ability to manage multiple priorities in a fast-paced setting Benefits at Finnovate Health Insurance including dependent coverage options Paid Time Off vacation days and holidays Parental Leave maternity paternity adoption Professional Development training workshops conferences Recognition Incentives performance-based pay awards bonuses Company Events Team-Building Activities Employee Referral Program with incentives Working Details Working Days Monday to Saturday 2nd 4th Saturdays off Working Hours 9 30 AM - 6 30 PM Job Type Full-time Pay 30 000 00 - 50 000 00 per month Benefits Flexible schedule Health insurance Life insurance Paid sick time Paid time off Provident Fund Experience Finance planning 3 years Preferred Work Location In person

📌 Financial Planner (Gujarat)
🏢 Finnovate Financial Services
📍 Gujarat