Investment Advisor

As an Investment Advisor at Finnovate, you will play a crucial role in client conversion and retention by maintaining consistent communication, service quality, and engagement. Your responsibilities will also include assisting the Business Development team in client onboarding, reviewing and enhancing client portfolios, presenting research reports and investment opportunities, coordinating transactions, conducting market research, and collaborating with internal teams to design comprehensive financial strategies. You will act as the primary point of contact for clients, address concerns proactively, ensure compliance with regulations, and update CRM daily for accurate documentation. Qualifications and Skills required for this role include strong relationship management and client servicing skills, excellent communication and presentation abilities, analytical mindset, ability to thrive in a fast-paced environment, and a Bachelor's degree in Commerce, Marketing, or a related field (MBA in Finance preferred). CFP certification is a plus. Additionally, Finnovate offers various benefits to its employees, including Health Insurance coverage, Parental Leave, Professional Development opportunities, Company Events and Celebrations, Employee Recognition Programs, and Employee Referral Programs. To be a part of Finnovate's Dream Team, you can follow the below steps: 1. Apply with a copy of your resume 2. Assessment Test 3. HR round 4. Round with the respective location head 5. Final managerial round The working days are from Monday to Saturday, with the 2nd and 4th Saturdays off. The working hours are from 8.30 am to 5.30 pm, with an option for 9.30 am to 6.30 pm. Employees working on Sundays are eligible for 1 compensatory off.,