Finnovate Jobs

Digital Wealth Acquisition Manager

Finnovate

Digital Wealth Acquisition Manager

Posted 2 Months Ago

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Pune, Maharashtra, IND

In-Office

Mid level

Fintech • Software • Financial Services

The Role

Acquire new clients through prospecting, financial needs assessments, and presentations of financial planning and investment solutions. Build client relationships, provide personalized wealth management advice, monitor portfolios, evaluate financial data, and update plans. Stay current on market and regulatory developments, while representing Finnovate at client meetings, conferences, and industry forums to promote financial literacy and brand visibility.

Summary Generated by Built In

Job Title:

Financial Planning Specialist / Financial Planning Expert (Digital)

Reporting To:

Branch Manager

About Finnovate:

Finnovate is India’s largest financial planning platform that specializes in providing successful professionals with a disciplined approach to help them achieve their financial goals safely, surely, swiftly

To date we have helped over 3500 professionals and their families achieve purpose and structure to their financial lives through our FinnFit™ Financial planning process. This is available through our experts as well as through a transparent technology platform. We are a zero-commission, product-agnostic and holistic SEBI-registered investment advisory (RIA) firm. Finnovate is a customer-first platform that prioritizes unbiased advisory and is gaining increased recognition with the rise of awareness of direct products.

Finnovate has successfully raised over USD 3 million from marque investors to drive our next league of expansion and impact. We have recently secured a PMS license from SEBI to provide most convenient, flexible and multi-asset portfolio management using direct products for our clients.

We are in a growth phase where you can contribute ideas across the spectrum, and grow into a core member of a truly customer-first team. Finnovate offers a unique proposition where you can experience the freedom to think and operate like an entrepreneur within the organisation, while pursuing long-term career growth aligned with your strengths, aspirations and demonstrated competence

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.

Qualification & Skills:

•Bachelor’s degree in finance, economics, or a related field

•CFP certification is preferred

•Should have a NISM XA – XB qualification

•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:

Minimum of 3 years of experience in financial advisory or related fields

Working Days :

Monday to Saturday (2nd & 4th Sats are off)

Skills Required

Bachelor's degree in finance, economics, or a related field
CFP certification
NISM XA-XB qualification
Minimum 3 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
Analytical ability to assess financial data and provide strategic recommendations

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The Company

Mumbai, Maharashtra

89 Employees

Year Founded: 2007

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.