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 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.

• 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.

Qualificatio

📌 Sr Digital Finfit (Mumbai)
🏢 Finnovate
📍 Mumbai