Digital Wealth Acquisition Manager

Finnovate; Pune District; On-site; INR 600,000 - 850,000; Full time

Job summary

Finnovate, India’s leading financial planning platform, is seeking a seasoned financial advisor to grow our client base in Pune. You will assess client needs, present wealth solutions, and guide investments with a disciplined approach to long-term security.

The role emphasizes unbiased advisory, strong stakeholder engagement, and the ability to educate clients while delivering customized strategies. Join a grow­ing team in a dynamic, customer-first environment.

Qualifications

• Bachelor’s degree in finance, economics, or a related field.
• CFP certification 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.

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

Financial planning

Investment strategies

Wealth management

Stakeholder management

Communication

Analytical mindset

Self-driven

Education

Bachelor’s degree in finance

CFP certification

NISM XA – XB qualification

Job description

Reporting To:

Branch Manager

About Finnovate:

Finnovate isIndia’s largest financial planning platform that specializes in providingsuccessful professionals with a disciplined approach to help them achieve theirfinancial goals safely, surely, swiftly

To date we havehelped over 3500 professionals and their families achieve purpose and structureto their financial lives through our FinnFit™ Financial planning process. Thisis available through our experts as well as through a transparent technology platform.We are a zero-commission, product-agnostic and holistic SEBI-registered investment advisory (RIA) firm. Finnovate is a customer-first platform thatprioritizes unbiased advisory and is gaining increased recognition with therise of awareness of direct products.

Finnovate has successfully raised over USD 3million from marque investors to drive our next league of expansion and impact.We have recently secured a PMS license from SEBI to provide most convenient, flexibleand multi-asset portfolio management using direct products for our clients.

Weare in a growth phase where you can contribute ideas across the spectrum, andgrow into a core member of a truly customer-first team. Finnovate offers aunique proposition where you can experience the freedom to think and operatelike an entrepreneur within the organisation, while pursuing long-term careergrowth aligned with your strengths, aspirations and demonstrated competence

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

Working Days :

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