Type: Full Time Location: Mumbai / Ahmedabad Description:
Company Name : Finnovate Financial Services
Experience Level : Minimun 2 Years
Industry : Financial Planning, Wealth Management, Fintech, etc.
Application Deadline : 29-06-2026
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/LinkedIn : https://www.finnovate.in/
Job Summary
- Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
- Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring performance targets are met and maintaining high standards of client service.
- 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.
Job Summary : CFP® professionals, FPSB India students
Profiles / Experience and CTC Range / No. of Positions
- Relationship Manager:Mumbai / 2 yrs-7 yrs : 7 Lpa-12 Lpa / No of position - 4
- Sr Relationship Manager:Mumbai 8 yrs-12 yrs : 15 Lp- 20 Lpa / No of position - 1
- Relationship Manager:Ahmedabad 2 yrs-7 yrs : 7 Lpa-10 Lpa / No of position - 2
- Sr Relationship Manager:Ahmedabad 7 yrs-14 yrs : 12 Lpa-16 Lpa / No of position - 2
Learning Opportunities : Financial Planning, Conferences,Training Workshops etc
Other Benefits : Health, leave policy, Employee recognition etc.
Email Subject Line Format : Application – Financial Planner – CFP / FPSB India
Hiring Manager Details
Vibha Vashistha
[Confidential Information] / [HIDDEN TEXT]
