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Finnovate
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Investment Advisor

Investment Advisor

Finnovate

2 - 3 years

0 Lacs

mumbai metropolitan region

Posted:7 hours ago| Platform:

Apply

Skills Required

reporting planning finance portfolios research reports service regulations risk profiling updating crm management communication presentation analyze marketing certification development training support recognition assessment

Work Mode

On-site

Job Type

Full Time

Job Description

Requirements

Job Description

Job Title

Investment 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 onboarding.
Review existing portfolios and provide expert recommendations for better financial outcomes.
Present research reports, mutual fund updates, and life and health insurance services.
Getting the execution of MF, Health Insurance with help of BO team
Conduct research on financial markets, investment products, tax rules, and SEBI circulars impacting advisory.
Collaborate with internal teams, including research and advisory, to develop well-rounded financial strategies.
Act as the primary point of contact, ensuring top-tier service and client satisfaction.
Address client concerns, gather feedback, and identify new opportunities to enhance services.
Ensure all advisory processes follow SEBI (Investment Advisers) Regulations, 2013, and amendments.
Assist in risk profiling and ensure that recommendations are strictly aligned with client risk scores.
Updating the CRM on daily basis

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 a plus.

Years Of Experience

2-3 years of relevant experience preferred.

Benefits On Being a Part Of Finnovate

ü Health Insurance: Coverage including options for dependents.ü Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay.ü Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.ü Professional Development: Opportunities for training, workshops, conferences to support employees' career growth.ü Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions.ü Company Events and Celebrations: Company outings, team- building activities for bonding between team membersü Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.ü Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company.

How

to

join

our

Dream-

Team

Apply with a copy of your resume
Assessment Test
HR round to know you better
Round with the respective location head
Final managerial round

Working

Days

Monday to Saturday (2nd & 4th Sats are off)

Working

Time

8.30am to 5.30pm9.30 am to 6.30pm(Employees working on Sundays are eligible for 1 comp off)check(event) ; career-website-detail-template-2 => apply(record.id,meta)" mousedown="lyte-button => check(event)" final-style="background-color:#009356;border-color:#009356;color:white;" final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered="">

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Investment Advisor

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

Requirements

Job Title

Investment Advisor

Reporting To

About Finnovate

Location:

Employment Type

Key Responsibilities

Qualification & Skills

Years Of Experience

Benefits On Being a Part Of Finnovate

How

to

join

our

Dream-

Team

Working

Days

Working

Time

More Jobs at Finnovate