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.
Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring performance targets are met and maintaining high standards of client service.
Build and nurture robust 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.
Qualification & Skills:
Bachelor’s degree in finance, economics, or a related field
CFP certification is preferred
Should have a NISM XA – XB qualification
Strong knowledge of financial planning, investment strategies, and wealth management.
Excellent stakeholder management, communication, and client engagement skills.
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.