Finwallet is a fast-growing FinTech company focused on personal finance management, wealth planning, and long-term financial well-being. Since 2016, we have been supporting families in managing assets across Equity, Fixed Income, Real Estate, and Gold, with a strong emphasis on discipline, transparency, and goal-based financial planning.
We are building a strong core team of professionals who value ethics, continuous learning, and sustainable career growth.
Job Responsibilities
· Manage and engage with clients through virtual platforms
· Update and maintain monthly client budgets
· Perform detailed monthly budget analysis
· Conduct quarterly financial review meetings
· Carry out annual reviews of clients’ financial plans
· Coordinate with auditors to ensure timely income tax filing
· Identify gaps in client portfolios and recommend suitable improvements
· Provide prompt and professional responses to client queries
· Generate referrals from existing clients through relationship management
· Handle annual subscription renewals for assigned clients
Required Skills & Competencies
· Fluent English communication (verbal and written)
· Strong team player with a collaborative mindset
· Excellent time-management and organisational skills
· Strong analytical, decision-making, and critical-thinking abilities
· Solution-oriented and proactive approach
· Proficiency in MS Excel and web-based tools
· Ability to work independently with an innovative mindset
Perks & Benefits
Standard Benefits
· Official Laptop
· Official Mobile Phone
Additional Benefits
· Professional, non-sales job profile (no sales pressure)
· Virtual client meetings only (no field work)
· High long-term career growth potential
· Salary credited on the 1st of every month
· Attractive monthly performance-based incentives
· Salary appraisal every 6 months
· Skill development workshops and training programs
· Healthy work–life balance
· Positive and toxic-free work environment
· Clear and structured career progression path
· Prospect to work in a high-growth FinTech industry