Investment Advisor

Job Title:

Investment 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:

Pune

Employment Type:

Full time

Key Responsibilities:

Responsible for client conversion and retention by ensuring consistent communication, service quality, and engagement.

Assist the Business Development team during the client onboarding process and ensure smooth coordination until activation.

Maintain and strengthen long-term client relationships post onboarding.

Review existing client portfolios and provide expert, data-backed recommendations to enhance financial outcomes.

Present research reports, mutual fund updates, investment opportunities, and life & health insurance services to clients.

Coordinate execution of Mutual Funds, Health Insurance, and related transactions with support from the Back Office team.

Conduct research on financial markets, investment products, tax implications, and SEBI circulars impacting advisory.

Collaborate with internal teams including Research, Advisory, Investment Operations, and Compliance to design comprehensive financial strategies.

Act as the primary point of contact for clients, ensuring seamless service delivery and high satisfaction.

Address client concerns proactively, gather feedback, and identify opportunities for up-selling or cross-selling.

Ensure all advisory activities comply with SEBI (Investment Adviser) Regulations, 2013 and applicable amendments.

Assist in client risk profiling and ensure recommendations align with their risk appetite and suitability assessment.

Update CRM daily to maintain accurate documentation of follow-ups, client interactions, and service requests.

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 a plus.

YearsofExperience:

5 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.

HowtojoinourDream- Team

1. Apply with a copy of your resume

2. Assessment Test

3. HR round to know you better

4. Round with the respective location head

5. Final managerial round

WorkingDays

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

WorkingTime

8.30am to 5.30pm

9.30 am to 6.30pm

(Employees working on Sundays are eligible for 1 comp off)