About the role
JobTitle:
Business
Development / Relationship Manager
ReportingTo:
BranchManager/CEO
AboutFinnovate:
Finnovate is
India’s largest financial planning platform that specializes in providing
successful professionals with a disciplined approach to help them achieve
their financial goals safely, surely, swiftly
To date we have
helped over 3500 professionals and their families achieve purpose and
structure to their financial lives through our FinnFit™ Financial planning
process. This is available through our experts as well as through a
transparent technology platform. We are a zero-commission, product-agnostic
and holistic SEBI-registered investment advisory (RIA) firm. Finnovate is a
customer-first platform that prioritizes unbiased advisory and is gaining
increased recognition with the rise of awareness of direct products.
Finnovate has successfully raised over USD 3
million from marque investors to drive our next league of expansion and
impact. We have recently secured a PMS license from SEBI to provide most
convenient, flexible and multi-asset portfolio management using direct
products for our clients.
We are in a
growth phase where you can contribute ideas across the spectrum, and grow
into a core member of a truly customer-first team. Finnovate offers a unique
proposition where you can experience the freedom to think and operate like an
entrepreneur within the organisation, while pursuing long-term career growth
aligned with your strengths, aspirations and demonstrated competence
Location:
Mumbai
EmploymentType:
Fulltime
KeyResponsibilities:
·Acquirenewclientsbyidentifyingprospects,conductingfinancial
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.
·Buildandnurturestrongclientrelationshipsbyunderstanding
financial goals and delivering customized wealth solutions.
·Adviseindividualsoninformedfinancialdecisionstosupport long-term financial security
and growth.
·Deliver expert
guidance on financial planning, investment strategies,andcomprehensivewealthmanagementalignedto client needs.
·Remainupdatedonmarkettrends,regulatorydevelopments,and industry best practices to provide
timely and relevant advice.
·Evaluatefinancialdata,monitorclientportfolios,andrefine financial plans to enhance
outcomes.
·RepresentFinnovateatconferences,clientmeetings,andindustry forums to promote financial
literacy and brand visibility.
Qualification & Skills:
·Bachelor’sdegreeinfinance, economics,or arelated field
·CFPcertificationispreferred
·ShouldhaveaNISMXA–XB qualification
·Strongknowledgeoffinancialplanning,investmentstrategies, and wealth management.
·Excellent stakeholder management,
communication, and client engagement skills.
·Analyticalmindsetwiththeabilitytoassessfinancialdataand provide strategic recommendations.
·Self-driven,goal-oriented,andpassionateabouthelpingothers achieve financial success.
YearsofExperience:
Minimumof5yearsofexperienceinfinancialadvisoryorrelated fields
Working
Days
Monday to
Saturday (2nd & 4th Sats are off)