Job Description

About Finnovate

Finnovate is a holistic financial planning and wealth advisory platform committed to transforming how Indians receive personal finance advice. We deliver comprehensive, client-centric financial solutions tailored to individual needs.

Key Responsibilities

Financial Planning & Advisory Support

Assist financial advisors in preparing comprehensive financial plans Gather and organize client financial data (income, expenses, assets, liabilities, goals) Prepare cash flow statements, net worth statements, and goal-based plans Generate and review financial planning reports and presentations Assist in portfolio rebalancing, SIP tracking, and performance reviews Review existing portfolios and provide expert recommendations

Client Servicing & Relationship Management

Act as the primary point of contact ensuring high client satisfaction Attend client meetings to drive business growth through cross-selling and up-selling Present research reports, mutual fund updates, and life & health insurance services Maintain strong client relationships through regular follow-ups and service calls Assist in onboarding new clients and handling documentation Address client concerns, gather feedback, and identify new opportunities

Research, Compliance & Operations

Conduct research on financial markets, investment products, tax rules, and SEBI circulars Collaborate with research and advisory teams for holistic strategies Maintain client data in CRM systems Track service tickets, turnaround time, and resolution status Ensure compliance with SEBI (Investment Advisers) Regulations, 2013 and amendments Assist in risk profiling and ensure recommendations align with client risk scores

Qualifications & Skills

CFP preferred with 3-5 years of relevant experience Strong client servicing and relationship management skills Excellent communication and presentation abilities Analytical mindset with ability to assess client needs and market trends Ability to manage multiple priorities in a fast-paced environment

Benefits at Finnovate

Health Insurance (including dependent coverage options) Paid Time Off (vacation days and holidays) Parental Leave (maternity, paternity, adoption) Professional Development (training, workshops, conferences) Recognition & Incentives (performance-based pay, awards, bonuses) Company Events & Team-Building Activities Employee Referral Program with incentives

Working Details

Working Days: Monday to Saturday (2nd & 4th Saturdays off) Working Hours: 9:30 AM - 6:30 PM
Job Type: Full-time

Pay: ?30,000.00 - ?50,000.00 per month

Benefits:

Flexible schedule Health insurance Life insurance Paid sick time Paid time off Provident Fund
Experience:

Finance planning: 3 years (Preferred)
Work Location: In person