The Role
Acquire and advise clients on financial planning, investment, and wealth management solutions. Build client relationships, monitor portfolios, analyze market and sales data, prepare forecasts and dashboards, achieve branch revenue targets, lead sales teams and channel partners, represent the company externally, and oversee compliant branch operations.
Summary Generated by Built In
Job Title: Senior Financial Planning Specialist / Financial Planning Expert (Digital)
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.
• Own and drive branch-level revenue targets, ensuring consistent
achievement of business goals.
• Analyze sales performance, lead conversion metrics, product
effectiveness, and client behavior to identify growth opportunities
and improve productivity.
• Prepare, review, and present performance reports, dashboards, and
business forecasts for management decision-making.
• Lead, coach, and motivate the internal sales team and channel
partners to achieve high performance and accountability.
• Oversee smooth day-to-day branch operations while ensuring
adherence to internal policies and regulatory requirements.
Qualification & Skills:
• Bachelor’s degree in finance, economics, or a related field
• CFP certification is preferred
• Should have a NISM XA – XB qualification
• Minimum of 8 years of experience in financial advisory or
related fields
• 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: 8 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: 8.30am to 5.30pm
9.30 am to 6.30pm
Skills Required
- Bachelor’s degree in finance, economics, or a related field
- NISM XA-XB qualification
- Minimum of 8 years of experience in financial advisory or related fields
- Strong knowledge of financial planning, investment strategies, and wealth management
- Excellent stakeholder management, communication, and interpersonal skills
- Ability to assess financial data and provide strategic recommendations
- Self-driven, goal-oriented, and passionate about helping clients achieve financial success
- Certified Financial Planner (CFP) certification
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The Company
What We Do
At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly. Our comprehensive financial planning platform is designed to add purpose and structure to your financial life, ensuring you reach your financial goals with confidence. To date, we have helped over 3000 professionals and their families reach their financial goals through our FinnFit™ Financial Planning Process. Our process is available through our team of FinnFit expert and a transparent, user-friendly technology platform, ensuring accessibility and convenience for all our clients. Our commitment to excellence has earned us the trust of marquee professionals, who not only opted our services but have also chosen to invest in our business. This endorsement speaks volumes about the quality and reliability of Finnovate. Join us at Finnovate and experience the 'professional class' service that has transformed the financial lives of thousands. Let us help you achieve your financial goals with discipline and confidence.
