Senior Financial Advisor

Finnovate; Mumbai; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

Finnovate in Mumbai seeks a Senior Advisor to strengthen client relationships and drive UHNI advisory services. You will conduct meetings, understand goals, and present personalized solutions while coordinating back-office operations for seamless transactions.

Join a dynamic team focusing on research-backed strategies, cross-selling, and compliant advisory practices to achieve growth and client satisfaction.

Qualifications

• Bachelor's degree in Commerce, Marketing, or a related field (MBA in Finance preferred).
• CFP certification is preferred.
• NISM XA-XB qualification is required or preferred as stated.

Responsibilities

• Maintain and strengthen relationships with clients after onboarding, ensuring long-term engagement and satisfaction.
• Nurture relationships with existing UHNI clients while acquiring new UHNI clients through meetings, referrals and networking.
• Conduct client meetings to understand financial goals and provide personalized advisory solutions.
• Identify needs and present suitable advisory solutions to convert prospects and existing clients.
• Review client portfolios and provide expert recommendations to optimize outcomes.
• Present research reports and insurance solutions to clients.
• Drive revenue through cross-selling and upselling financial products and advisory services.
• Coordinate with Back Office to ensure smooth Mutual Fund and Health Insurance transactions.
• Research financial markets, investment products, tax regulations, and SEBI circulars affecting advisory services.
• Collaborate with Research and Advisory teams to develop client-centric financial strategies.
• Act as primary contact for clients, ensuring exceptional service and timely query resolution.
• Gather client feedback to enhance overall experience.
• Mentor junior advisors by sharing best practices and supporting development.
• Ensure adherence to SEBI (Investment Advisers) Regulations and amendments.
• Assist in client risk profiling and ensure recommendations align with risk appetite and goals.
• Maintain accurate updates of all client interactions and transactions in the CRM daily.
• Aim for individual acquisition, conversion, revenue and retention targets while contributing to team performance.

Skills

Relationship management

Client servicing

Communication

Analytical thinking

Sales targets

Time management

Education

Bachelor's degree (Commerce/Marketing/related)

MBA in Finance preferred

CFP certification preferred

NISM XA-XB qualification

Job description

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.

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.
• Bachelor's 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

10 years of relevant experience preferred.