Senior Financial Advisor

Finnovate; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Finnovate in Mumbai seeks an experienced Financial Advisor to deepen client relationships, understand goals, and deliver personalized advisory solutions in a fast-paced wealth management environment.

You will review portfolios, present investment ideas, coordinate with back-office for transactions, and mentor junior advisors while ensuring SEBI compliance and a client-centric approach.

Qualifications

• Strong client-facing and advisory skills required.
• Ability to assess client needs and present suitable financial solutions.
• Knowledge of market trends and investment products beneficial.
• Experience working within regulatory frameworks (SEBI) is a plus.

Responsibilities

• Maintain and strengthen relationships with clients post-onboarding.
• Acquire and nurture UHNI clients through meetings, referrals, and networking.
• Conduct client meetings to understand goals and provide personalized advisory solutions.
• Review portfolios and provide expert recommendations to optimize outcomes.
• Present research reports, mutual fund updates, and insurance solutions to clients.
• Drive revenue through cross-selling and upselling of financial products and advisory services.
• Coordinate with Back Office to ensure smooth execution of transactions.
• Conduct market research on investments and SEBI regulations affecting advisory services.
• Collaborate with Research and Advisory teams to develop client-centric strategies.
• Act as primary contact for clients, ensuring timely resolution of queries.

Skills

Relationship management

Client servicing

Communication

Presentation

Analytical mindset

Multitasking

Target achievement

Education

Bachelor's degree in Commerce/Marketing

MBA in Finance preferred

Job description

Finnovate is aholistic financial planning and wealth advisory platform. We are passionateabout transforming the way Indians get personal finance advice. Our team isdedicated to providing comprehensive financial solutions that cater to theunique needs of our clients.

Employment Type:

Full time

Key Responsibilities:

• Maintainand strengthen relationships with clients after onboarding, ensuringlong-term engagement and satisfaction.
• Manageand nurture relationships with existing UHNI clients while activelyacquiring new UHNI clients through meetings, referrals, and networking.
• Conductclient meetings to understand financial goals, provide personalizedadvisory solutions, and build long-term trust.
• Convertexisting and prospective clients by identifying their financial needsand presenting suitable advisory solutions.
• Reviewclient portfolios and provide expert recommendations to optimizefinancial outcomes.
• Presentresearch reports, mutual fund updates, and life and health insurancesolutions to clients.
• Driverevenue through cross-selling and upselling of financial products andadvisory services.
• Coordinatewith the Back Office team to ensure smooth execution of Mutual Fund andHealth Insurance transactions.
• Conductresearch on financial markets, investment products, tax regulations, andSEBI circulars impacting advisory services.
• Collaboratewith the Research and Advisory teams to develop comprehensive,client-centric financial strategies.
• Actas the primary point of contact for clients, ensuring exceptionalservice and timely resolution of queries and concerns.
• Gatherclient feedback and identify opportunities to enhance the overall clientexperience.
• Mentorand guide junior advisors by sharing best practices and supporting theirprofessional development.
• Ensureall advisory activities comply with SEBI (Investment Advisers)Regulations and subsequent amendments.
• Assistin client risk profiling and ensure all recommendations align with theclient's risk appetite and financial goals.
• Maintainaccurate and timely updates of all client interactions, meetings, andtransactions in the CRM on a daily basis.
• Achieveindividual client acquisition, conversion, revenue, and retentiontargets while contributing to the overall team performance.

Qualification& Skills:

• Strongrelationshipmanagementandclientservicing skills.
• Excellentcommunicationandpresentation abilities.
• Analyticalmindsettoassessclientneeds,analyzemarkettrends,and offer strategicfinancial solutions.
• Abilitytothriveinafast-pacedenvironment,managemultiple priorities, and achievetargets.
• Bachelor'sdegreeinCommerce,Marketing,orarelatedfield(MBA inFinance preferred).