Sr Digital Finfit (CFP)

Job Title: Senior Financial Planning Specialist / Financial Planning Expert (Digital)

Reporting

• To: Branch Manager/CEO
• 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

• Acquire new clients by identifying prospects, conducting financial

need assessments, and presenting financial planning and

investment solutions as per standards.

• Build and nurture strong client relationships by understanding

financial goals and delivering customized wealth solutions.

• Advise individuals on informed financial decisions to support

long-term financial security and growth.

• Deliver expert guidance on financial planning, investment

strategies, and comprehensive wealth management aligned to

client needs.

• Remain updated on market trends, regulatory developments, and

industry best practices to provide timely and relevant advice.

• Evaluate financial data, monitor client portfolios, and refine

financial plans to enhance outcomes.

• Represent Finnovate at conferences, client meetings, and industry

forums to promote financial literacy and brand visibility.

• Own and drive branch-level revenue targets, ensuring consistent

achievement of business goals.

• Analyze sales performance, lead conversion metrics, product

effectiveness, and client behavior to identify growth opportunities

and improve productivity.

• Prepare, review, and present performance reports, dashboards, and

business forecasts for management decision-making.

• Lead, coach, and motivate the internal sales team and channel

partners to achieve high performance and accountability.

• Oversee smooth day-to-day branch operations while ensuring

adherence to internal policies and regulatory requirements.

Qualification & Skills

• Bachelor’s degree in finance, economics, or a related field
• CFP certification is preferred
• Should have a NISM XA – XB qualification
• Minimum of 8 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.

Years of Experience: 8 years of relevant experience preferred.

Benefits on being a part

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