01Key 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:
Bachelors 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) .
