INNOVATE FINANCIAL SERVICES

Company Description Innovate Financial Services is a leading provider of financial services, emphasizing creating customized solutions in Wealth Management, Investment Management, and Financial Planning. We offer a range of investment products catering to a broad spectrum of client needs. Our company leverages in-depth domain expertise and understanding of diverse regulatory frameworks to identify value-creating opportunities. Role Description This is a full-time remote role for a Wealth Manager. The Wealth Manager will be responsible for developing and implementing personalized financial plans, managing client investments, and offering advice on finance and insurance. Day-to-day tasks include conducting portfolio reviews, assessing clients' financial goals, and ensuring compliance with regulatory requirements. Qualifications Experience in Financial Planning and Finance Proficiency in Investment Management and Investments Knowledge of Insurance products and strategies Excellent analytical and problem-solving skills Strong interpersonal and communication skills Ability to work independently and remotely CFA, CFP, or similar certifications would be beneficial Bachelor's degree in Finance, Economics, or a related field Show more Show less

Company Description Innovate Financial Services is a leading provider of financial services, specializing in Wealth Management, Investment Management, and Financial Planning. We create customized solutions and offer a range of investment products to meet diverse client needs. Leveraging in-depth domain expertise and knowledge of regulatory frameworks, Innovate Financial Services identifies and creates value-adding opportunities for our clients. Role Description This is a full-time, on-site role located in Pune for a Business Development Manager. The Business Development Manager will be responsible for identifying and pursuing new business opportunities, building and maintaining client relationships, developing and implementing strategic plans, and collaborating with various teams to drive revenue growth. The role involves analyzing market trends, presenting innovative solutions to clients, and ensuring the delivery of high-quality financial services. Qualifications Strong experience in Business Development, Sales, and Client Relationship Management Proven ability in Strategic Planning, Market Analysis, and Competitive Research Skills in Negotiation, Networking, and Closing Deals Excellent communication, presentation, and interpersonal skills Knowledge of financial services and investment products Self-motivated, goal-oriented, and able to work independently Bachelor's degree in Business, Finance, Marketing, or a related field Experience in the financial services industry is a plus