FINNOVATIONZ

Investment Advisory Associate – Job Description

Location Malkapur, Maharashtra Job Type Experience Minimum 6 months Salary Full time | Inside Sales /

Investment Advisory

₹4–₹4.5 LPA Fixed +

Unlimited Incentives

Salary Flexibility No fixed cap for deserving

candidates

Timing 11:00 AM – 8:00 PM

Working Days 6 days/week Monday compulsory off

About FinnovationZ

FinnovationZ, founded in 2014 as a YouTube channel by Prasad Lendwe, has evolved into a significant

player in the fintech and financial education industry. In 2023, FinnovationZ launched FinnovationZ

followed by Finance Club with Prasad, a platform with over 8,000 active members offering stock

discussions, expert Q&A; sessions and research reports. FinnovationZ also offers the Share Market

Mastery Programme (SMM) and FinnovationZ Finance Academy. Its mission is “Make India Financially

Aware.

”

About the Role

FinnovationZ is looking for a agile and knowledgeable Investment Advisory Associate with experience

in an investment advisory, wealth management,



broking or financial-services organisation. The candidate

will interact with prospective and existing clients, understand investment requirements, explain relevant

products/services and convert qualified prospects into customers. The ideal candidate should be

comfortable discussing the Indian stock market, equity investing, fundamental analysis, market trends and

investment products.

Key Responsibilities

Handle inbound and outbound calls with prospective investors and clients.

Understand client requirements, investment objectives and financial-market interests.

Explain FinnovationZ investment-related products, research services and financial education offerings.

Communicate the value of research, analysis, disciplined investing and long-term wealth creation.

Generate and qualify leads through calling, networking, referrals, social media and other channels.

Follow up systematically and maintain a healthy sales pipeline.

C

📌 Investment Advisory Associate Malkapur
🏢 FinnovationZ
📍 Malkapur