Finnovate is a holistic financial planning and wealth advisory platform dedicated to transforming how Indians receive personal finance advice. We provide tailored, goal-based financial solutions for unique client needs.
Key Responsibilities
- Drive client relationship management and long-term retention
- Advise HNI & retail clients with customized financial solutions
- Support financial planning, portfolio reviews, SIP tracking & performance
- Assist advisors in goal planning, cash flow & net worth statements
- Conduct research on markets, mutual funds, tax & regulatory updates
- Ensure CRM updates, compliance tracking & client service excellence
- Act as a primary point of contact for client queries and service delivery