About Finnovate:
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
Pay: ₹250,000.00 - ₹550,000.00 per year
Perks:
Versatile schedule
Health insurance
Leave encashment
Life insurance
Paid sick time
Paid time off
Provident Fund
Work from home