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 strong 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 2 years of experience in financial advisory or related fields 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.
ü Self-driven, goal-oriented, and passionate about helping others achieve financial success.
This role is ideal for professionals passionate about financial education and empowerment, helping individuals and businesses make informed financial choices for a secure future.