Financial Planning AssociateAbout UsFamli is an AI-led financial command center built for families, helping them consolidate, manage, protect, and grow their wealth across generations. We combine technology and financial expertise to help families make informed financial decisions and achieve their financial goals.

We are looking for a proactive, client-focused Financial Planning Associate to engage prospective customers, understand their financial planning needs, and engage prospective clients, understand their planning needs, and guide them through Famli’s onboarding and planning process for Famli’s financial planning services.

This role is ideal for someone with strong communication skills, a consultative sales approach, and the drive to build a high-performing sales pipeline.

Key Responsibilities1. Client Engagement and Outreach· Make outbound calls to prospective customers from assigned leads, campaigns, referrals, and inbound enquiries.

· Introduce Famli and its financial planning services, clearly communicating the value proposition and benefits to prospective clients.

· Understand customer needs, financial concerns, and interest in financial planning to qualify leads effectively.

· Generate interest and schedule consultations or meetings with the financial planning team.

· Maintain consistent follow-ups with prospects through calls, WhatsApp, email, and other approved communication channels.

- Client Onboarding and Financial Planning Support· Guide prospects from first conversation to consultation and onboarding.

· Understand the service offerings, customer value proposition and communicate Famli’s published service tiers and fees accurately and transparently.

· Address customer queries, address client questions using approved information, and build confidence in the value of professional financial planning.

· Identify opportunities to inform clients of relevant Famli services, as appropriate to their needs and in line with company policy, relevant Famli services, where appropriate and within approved sales processes.

· Assist in preparing suitable,



documented financial plans in line with client risk profile and goals, under the review of the Principal Officer”

· Consistently achieve monthly service-quality, activity and compliance metrics

- Records and CRM· Maintain an organised prospects pipeline and update all customer interactions, status, follow-ups, and outcomes in the CRM.

· Ensure timely follow-ups and minimise prospects drop-offs throughout .

· Track conversion rates at each stage of the funnel and identify opportunities to improve sales performance.

· Share regular reports on sales activity, pipeline health, conversion performance, and customer feedback.

· Work closely with marketing to improve lead quality and campaign effectiveness.

· Records must be factual, consent-backed and retained as per SEBI requirements

· No assured, indicative or comparative return statements are made.

- Customer Experience & Team Collaboration· Build trust with prospective customers through professional, empathetic, and customer-centric communication.

· Coordinate with the financial planning team to ensure a smooth handover once a customer is converted.

· Capture customer objections, common concerns, and feedback to improve sales scripts, messaging, and the overall customer experience.

· Maintain high standards of professionalism, transparency, and customer service in every interaction.

What We Are Looking For· Qualification as prescribed under SEBI (Investment Advisers) Regulations, 2013, and valid NISM Series X-A certification (or willing to obtain within the prescribed timeline)

· 1–4 years of experience in business development, or financial planning, wealth management, BFSI or client advisory.

· Experience in financial services,



fintech, banking, insurance, wealth management, or other consultative sales environments is preferred.

· Excellent verbal communication skills and the ability to build rapport with customers over the phone.

· Clear communication, active listening and sound judgement, objection-handling, and follow-up skills.

· A target-oriented mindset with a demonstrated ability to drive conversions and achieve sales goals.

· Ability to explain service offerings clearly and confidently to customers from diverse backgrounds.

· Comfortable using CRM systems, spreadsheets, calling tools, and digital communication platforms.

· Self-motivated, organised, resilient, and comfortable working in a fast-paced startup environment.

· Commitment to ethical conduct, client-first practice and regulatory compliance

Performance MetricsPerformance will be measured through:

· Number of outbound calls and meaningful customer conversations.

· Lead qualification and consultation-booking rates.

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· Prospects stage movement ratios and speed.

· Follow-up effectiveness and sales pipeline discipline.

· Customer onboarding completion and customer experience.

· Client engagement quality, consultations completed, onboarding completion, plan quality and turnaround, documentation accuracy, compliance adherence, and client feedback

What We Offer· An prospect to work at the intersection of fintech, wealth management, and financial wellness.

· “fixed compensation with a performance-linked component based on service quality and compliance

· A high-ownership role in a growing startup, with direct impact on business growth.

· Exposure to customer acquisition, client advisory support, and digital financial services.

· Learning and career growth opportunities within Famli - pathway to a senior advisory role on completion of prescribed qualifications

Famli is a SEBI-registered Investment Adviser (INA000021979). All advice is subject to risk profiling, a signed agreement and applicable regulations.

📌 Financial Planning Associate (Pune)
🏢 famli
📍 Pune