Senior Financial Advisor

• Job Title:

Senior Advisor

• Reporting To:

Manager

• 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:

• Maintain
  and strengthen relationships with clients after, ensuring
  long-term engagement and satisfaction.

• Manage
  and nurture relationships with existing UHNI clients while actively
  acquiring new UHNI clients through meetings, referrals, and networking.

• Conduct
  client meetings to understand financial goals, provide personalized
  advisory solutions, and build long-term trust.

• Convert
  existing and prospective clients by identifying their financial needs
  and presenting suitable advisory solutions.

• Review
  client portfolios and provide expert recommendations to optimize
  financial outcomes.

• Present
  research reports, mutual fund updates, and life and health insurance
  solutions to clients.

• Drive
  revenue through cross-selling and upselling of financial products and
  advisory services.

• Coordinate
  with the Back Office team to ensure smooth execution of Mutual Fund and
  Health Insurance transactions.

• Conduct
  research on financial markets, investment products, tax regulations, and
  SEBI circulars impacting advisory services.

• Collaborate
  with the Research and Advisory teams to develop comprehensive,
  client-centric financial strategies.

• Act
  as the primary point of contact for clients, ensuring exceptional
  service and timely resolution of queries and concerns.

• Gather
  client feedback and identify opportunities to enhance the overall client
  experience.

• Mentor
  and guide junior advisors by sharing best practices and supporting their
  professional development.

• Ensure
  all advisory activities comply with SEBI (Investment Advisers)
  Regulations and subsequent amendments.

• Assist
  in client risk profiling and ensure all recommendations align with the
  client's risk appetite and financial goals.

• Maintain
  accurate and timely updates of all client interactions, meetings, and
  transactions in the CRM on a daily basis.

• Achieve
  individual client acquisition, conversion, revenue, and retention
  targets while contributing to the overall team performance.

 

• Qualification & Skills:

 

·   Strong relationship
management and client servicing skills.

·   Excellent communication and presentation abilities.

·   Analytical mindset to assess client needs, analyze market trends, and offer strategic
financial solutions.

·   Ability to thrive in a fast-paced environment, manage multiple priorities, and achieve
targets.

 

·   Bachelor’s degree in Commerce, Marketing, or a related field (MBA in
Finance preferred).

·   CFP certification is preferred

·   Should have a NISM XA – XB qualification

 

Years

of

• Experience:

10 years of relevant experience preferred.