Type: Full Time Location: MUMBAI Description:
Company Name :Finnovate Financial Services
Number of Openings : 2
Experience Level : 2-3 years of relevant experience
Industry : Financial Planning, Wealth Management, Fintech, etc.
Application Deadline : 10-01-2026
About the Company : 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.
Website : www.finnovate.in/services/financial-planning-for-doctors/
Who Should Apply : CFP professionals, FPSB India students
Responsibility
- Maintain and strengthen relationships with clients after onboarding.
- Review existing portfolios and provide expert recommendations for better financial outcomes.
- Present research reports, mutual fund updates, and life and health insurance services.
- Getting the execution of MF, Health Insurance with help of BO team
- Conduct research on financial markets, investment products, tax rules, and SEBI circulars impacting advisory.
- Collaborate with internal teams, including research and advisory, to develop well-rounded financial strategies.
- Act as the primary point of contact, ensuring top-tier service and client satisfaction.
- Address client concerns, gather feedback, and identify new opportunities to enhance services.
- Ensure all advisory processes follow SEBI (Investment Advisers) Regulations, 2013, and amendments.
- Assist in risk profiling and ensure that recommendations are strictly aligned with client risk scores.
- Updating the CRM on daily basis
Requirement
- 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.
Preferred
- MBA in Finance preferred
- CFP certification is a plus
Salary Range : 3-5 yrs of experience upto 9 Lpa
- Note-offered CTC will be based on experience and domain knowledge
Incentives / Bonuses : Performance-based incentives
Learning Opportunities : Professional Development: Opportunities for training, workshops, conferences to support employees career growth.
Other Benefits
- 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.
- 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.
Email Subject Line Format : Application Financial Planner CFP / FPSB India
Hiring Manager Details
Vibha Vashistha
[Confidential Information] , [HIDDEN TEXT]
7718073649
