Digital Financial Planning Specialist

Finnovate; Mumbai; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Professional development

Recognition programs

Company events and celebrations

Employee recognition programs

Employee referral programs

Job summary

Finnovate in Mumbai seeks an experienced financial advisor to acquire clients, assess needs and present wealth management solutions, aligning with regulatory standards.

The role emphasizes client relationship building, strategic investment guidance, staying updated on market trends, and contributing to brand visibility through industry forums.

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• CFP certification preferred; NISM XA–XB qualification required.
• Strong knowledge of financial planning, investment strategies, and wealth management.
• Excellent stakeholder management and communication skills.
• Analytical mindset with ability to assess financial data and provide strategic recommendations.
• Self-driven, goal-oriented and passionate about helping others achieve financial success.

Responsibilities

• Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
• Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions.
• Advise individuals on informed financial decisions to support long-term financial security and growth.
• Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to client needs.
• Remain updated on market trends, regulatory developments, and industry best practices to provide timely and relevant advice.
• Evaluate financial data, monitor client portfolios, and refine financial plans to enhance outcomes.
• Represent Finnovate at conferences, client meetings, and industry forums to promote financial literacy and brand visibility.

Skills

Stakeholder management

Communication

Analytical thinking

Goal oriented

Client education

Education

Bachelor’s degree in finance/economics or related field

CFP certification

NISM XA–XB qualification

Job description

Reporting To: Branch Manager

About Finnovate: 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.

Employment Type: Full time

Key Responsibilities:

• Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
  
• Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions.
  
• Advise individuals on informed financial decisions to support long-term financial security and growth.
  
• Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to client needs.
  
• Remain updated on market trends, regulatory developments, and industry best practices to provide timely and relevant advice.
  
• Evaluate financial data, monitor client portfolios, and refine financial plans to enhance outcomes.
  
• Represent Finnovate at conferences, client meetings, and industry forums to promote financial literacy and brand visibility.
  

Qualification & Skills:

• Bachelor’s degree in finance, economics, or a related field
  
• CFP certification is preferred
  
• Should have a NISM XA – XB qualification
  
• Strong knowledge of financial planning, investment strategies, and wealth management.
  
• Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.
  
• Analytical mindset with the ability to assess financial data and provide strategic recommendations.
  
• Self-driven, goal-oriented, and passionate about helping others achieve financial success.
  

Years of Experience: Minimum of 3 years of experience in financial advisory or related fields

Benefits on being a part of Finnovate:

• Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay.
• Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.
• Professional Development: Opportunities for training, workshops, conferences to support employees' career growth.
• Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions.
• Company Events and Celebrations: Company outings, team building activities for bonding between team members
• Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.
• Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company.

Working Days: Monday to Saturday (2nd & 4th Sats are off)