Digital Wealth Relationship Manager

Finnovate; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Finnovate is seeking a Financial Planning Specialist in Mumbai to acquire new clients, assess financial needs, and present personalized planning and investment solutions. You will build lasting client relationships and deliver wealth management strategies aligned to goals.

Join a team focused on financial literacy, market insights, and compliant advisory practices. A 3+ year track record in financial advisory and relevant qualifications are valued, with opportunities to grow in a fast-paced

Qualifications

• Bachelor’s degree in finance, economics, or a related field.
• CFP certification is preferred.
• NISM XA – XB qualification.
• Strong knowledge of financial planning, investment strategies, and wealth management.
• Excellent stakeholder management and communication skills.
• Analytical mindset with the ability to assess financial data and provide strategic recommendations.

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 skills

Analytical mindset

Self-driven

Goal oriented

Education

Bachelor’s degree in finance, economics, or related field

CFP certification

NISM XA – XB qualification

Job description

Job Description

Job Title

Financial Planning Specialist / Financial Planning Expert (Digital)

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.

Location

Mumbai

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