Investment Advisor/Para planner

Finnovate; Mumbai; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Health Insurance

Paid Time off

Parental Leave

Professional Development

Recognition and Incentives

Company Events and Celebrations

Employee Recognition Programs

Employee Referral Programs

Job summary

Finnovate in Mumbai is seeking an Account Manager (Service RM + Paraplanner) to support financial advisors in creating client-centric plans.

You will gather client data, prepare plans and reports, assist in portfolio reviews, and foster strong relationships through regular follow-ups and proactive service.

Qualifications

• CFP with 2-3 years of relevant experience.
• Strong relationship management and client servicing skills.
• Excellent communication and presentation abilities.

Responsibilities

• Assist financial advisors in preparing comprehensive financial plans.
• Gather and organize client financial data (income, expenses, assets, liabilities, goals).
• Prepare cash flow statements, net worth statements, and goal-based plans.
• Generate and review financial planning reports and presentations.
• Assist in portfolio re-balancing, SIP tracking, and performance reviews.
• Attend client meetings to drive business growth through cross-selling and upselling.

Skills

Relationship management

Client servicing

Communication

Presentation

Analytical mindset

Financial planning

Education

CFP certification

Tools

CRM software

Job description

Account Manager (Service RM + Paraplanner)

Reporting To

Manager

Job Description

Account Manager (Service RM + Paraplanner)

Reporting To 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

• Assist financial advisors in preparing comprehensive financial plans.
• Gather and organize client financial data (income, expenses, assets, liabilities, goals).
• Prepare cash flow statements, net worth statements, and goal-based plans.
• Generate and review financial planning reports and presentations.
• Assist in portfolio re-balancing, SIP tracking, and performance reviews.
• Review existing portfolios and provide expert recommendations for better financial outcomes.
• Attending client meetings to drive business growth through both cross-selling and up-selling our services.
• Present research reports, mutual fund updates, and life and health insurance services.
• Maintain strong client relationships through regular follow-ups and service calls.
• Assist in on-boarding new clients and documentation.
• Conduct research on financial markets, investment products, tax rules, and SEBI circulars impacting advisory.
• Collaborate with internal teams, including research and advisory, to develop well-rounded financial strategies.
• Act as the primary point of contact, ensuring top-tier service and client satisfaction.
• Address client concerns, gather feedback, and identify new opportunities to enhance services.
• Maintain client data in CRM systems.
• Track service tickets, turnaround time, and resolution status.
• Ensure all advisory processes follow SEBI (Investment Advisers) Regulations, 2013, and amendments.
• Assist in risk profiling and ensure that recommendations are strictly aligned with client risk scores.

Qualification & Skills

• Strong relationship management and client servicing skills.
• Excellent communication and presentation abilities.
• Analytical mindset to assess client needs, analyze market trends, and offer strategic financial solutions.
• Ability to thrive in a fast-paced environment, manage multiple priorities, and achieve targets.

Years Of Experience

CFP with minimum 2-3 years of relevant experience preferred.

Benefits On Being a Part Of Finnovate

• Health Insurance: Coverage including options for dependents.
• 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)

Working Time

9.30 am to 6.30pm

(Employees working on Sundays are eligible for 1 comp off)