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:
· 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 re-balancing, SIP tracking, and performance reviews.
· Review existing portfolios and provide expert recommendations for better financial outcomes.
· Attending client meetings to drive business growth through both cross-selling and up-selling our services.
· Present research reports, mutual fund updates,
and life and health insurance services.
· Maintain strong client relationships through regular follow-ups and service calls.
· Assist in on-boarding recent clients and documentation.
· Conduct research on financial markets, investment products, tax rules, and SEBI circulars impacting advisory.
· Collaborate with internal teams, including research and advisory, to develop well-rounded financial strategies.
· Act as the primary point of contact, ensuring top-tier service and client satisfaction.
· Address client concerns, gather feedback, and identify new opportunities to enhance services.
· Maintain client data in CRM systems.
· Track service tickets, turnaround time, and resolution status.
· Ensure all advisory processes follow SEBI (Investment Advisers) Regulations, 2013, and amendments.
· Assist in risk profiling and ensure that recommendations are strictly aligned with client risk scores.