Job Description
Job Title: Senior Financial Planning Specialist / Financial Planning Expert (Digital) Reporting
To: Branch Manager/CEO
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.
