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 marke