Senior Advisor

Finnovate; Mumbai; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Finnovate in Mumbai seeks a Senior Advisor to nurture relationships with UHNI clients, conduct meetings to align financial goals, and provide personalized advisory solutions. You will review portfolios, present investment ideas, and drive revenue through cross-selling while coordinating with back-office teams to ensure smooth transactions.

The role requires strong communication, analytical skills, and adherence to SEBI guidelines, with mentoring of junior advisors and a focus on client

Qualifications

• 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.
• MBA in Finance preferred; CFP certification or NISM XA XB qualification is advantageous.

Responsibilities

• Maintain and strengthen relationships with clients after onboarding, ensuring long-term engagement and satisfaction.
• Manage and nurture relationships with UHNI clients while actively acquiring new UHNI clients through meetings, referrals, and networking.
• Conduct client meetings to understand financial goals, provide personalized advisory solutions, and build long-term trust.
• Present research reports, mutual fund updates, and life and health insurance solutions to clients.
• Drive revenue through cross-selling and upselling of financial products and advisory services.
• Maintain accurate and timely updates of all client interactions, meetings, and transactions in the CRM daily.

Skills

Relationship management

Client servicing

Communication

Presentation

Analytical thinking

Target achievement

Education

Bachelor's degree in Commerce/Marketing

MBA in Finance preferred

CFP certification

NISM XA XB qualification

Job description

Job Title:

Senior Advisor

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:

• Maintain and strengthen relationships with clients after onboarding, ensuring long-term engagement and satisfaction.
• Manage and nurture relationships with existing UHNI clients while actively acquiring new UHNI clients through meetings, referrals, and networking.
• Conduct client meetings to understand financial goals, provide personalized advisory solutions, and build long-term trust.
• Convert existing and prospective clients by identifying their financial needs and presenting suitable advisory solutions.
• Review client portfolios and provide expert recommendations to optimize financial outcomes.
• Present research reports, mutual fund updates, and life and health insurance solutions to clients.
• Drive revenue through cross-selling and upselling of financial products and advisory services.
• Coordinate with the Back Office team to ensure smooth execution of Mutual Fund and Health Insurance transactions.
• Conduct research on financial markets, investment products, tax regulations, and SEBI circulars impacting advisory services.
• Collaborate with the Research and Advisory teams to develop comprehensive, client-centric financial strategies.
• Act as the primary point of contact for clients, ensuring exceptional service and timely resolution of queries and concerns.
• Gather client feedback and identify opportunities to enhance the overall client experience.
• Mentor and guide junior advisors by sharing best practices and supporting their professional development.
• Ensure all advisory activities comply with SEBI (Investment Advisers) Regulations and subsequent amendments.
• Assist in client risk profiling and ensure all recommendations align with the client's risk appetite and financial goals.
• Maintain accurate and timely updates of all client interactions, meetings, and transactions in the CRM on a daily basis.
• Achieve individual client acquisition, conversion, revenue, and retention targets while contributing to the overall team performance.

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.
• Bachelors degree in Commerce, Marketing, or a related field (MBA in Finance preferred).
• CFP certification is preferred
• Should have a NISM XA XB qualification

Years of Experience:

Minimum 8 yrs of relevant experience preferred.