Financial Planning Specialist / BDM

Role Overview: You will be responsible for building strong relationships with clients, understanding their goals, and offering personalized financial solutions. Your role will involve guiding individuals in making informed financial decisions for their long-term financial well-being. You will provide expert insights on financial planning, investment strategies, and wealth management tailored to meet the specific needs of each client. Staying ahead of market trends, regulatory changes, and industry best practices will be crucial in delivering relevant financial advice. Additionally, you will analyze financial data, track progress, and optimize financial plans for better results. Representing Finnovate at conferences, meetings, and industry events to promote financial education will also be part of your responsibilities. Key Responsibilities: - Build strong relationships with clients by understanding their goals and offering personalized financial solutions. - Guide individuals in making informed financial decisions for long-term financial well-being. - Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. - Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. - Analyze financial data, track progress, and optimize financial plans for better results. - Represent Finnovate at conferences, meetings, and industry events to promote financial education. Qualifications & Skills: - Bachelor's degree in finance, economics, or a related field (MBA-Finance preferred). - A CFP certification would be a definite advantage, alternatively should have a NISM XA XB qualification or working towards the same. - Minimum of 2 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.,