Digital Financial Planning Specialist
Finnovate
- Mumbai, Maharashtra
- Permanent
- Full-time
- 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.
- 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.
✓ 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.Working Days: Monday to Saturday (2nd & 4th Sats are off)Working Time: 8.30am to 5.30pm 9.30 am to 6.30pm