Investment Advisor/Para planner

JobTitle

Account Manager (Service RM + Paraplanner)

ReportingTo

Manager

AboutFinnovate

Finnovateisaholisticfinancialplanningandwealthadvisoryplatform. 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

EmploymentType

Fulltime

KeyResponsibilities

• ·Assist financial advisors in preparing comprehensive financial plans.
• ·Gather and organize client financial data (income, expenses, assets, liabilities, goals).
• ·Prepare cash flow statements, net worth statements, and goal-based plans.
• ·Generate and review financial planning reports and presentations.
• ·Assist in portfolio re-balancing, SIP tracking, and performance reviews.
• ·Review existing portfolios and provide expert recommendations for better financial outcomes.
• ·Attending client meetings to drive business growth through both cross-selling and up-selling our services.
• ·Present research reports, mutual fund updates, and life and health insurance services.
• ·Maintain strong client relationships through regular follow-ups and service calls.
• ·Assist in on-boarding new clients and documentation.
• ·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.
• ·Maintain client data in CRM systems.
• ·Track service tickets, turnaround time, and resolution status.
• ·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.

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.

YearsofExperience

CFP with minimum 2-3 years of relevant experience preferred.

Benefitsonbeingapart of Finnovate

• üHealthInsurance:Coverageincludingoptionsfordependents.
• üPaid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay.
• üParental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.
• üProfessional Development: Opportunities for training, workshops, conferences to support employees' career growth.
• üRecognitionandIncentives:Performance-basedvariablepayor recognition programs to reward employees for their contributions.
• üCompanyEventsandCelebrations:Companyoutings,team- building activities for bonding between team members
• üEmployeeRecognitionPrograms:Awards,incentives,orbonusesfor outstanding performance or tenure.
• üEmployee ReferralPrograms:Bonusesor incentivesforreferring qualified candidates who are hired by the company.

HowtojoinourDream- Team

1.Apply with a copy ofyour resume

2.AssessmentTest

3.HRroundto knowyou better

4.Roundwiththerespectivelocation head

5.Finalmanagerialround

WorkingDays

Mondayto Saturday

(2nd& 4thSats are off)

WorkingTime

9.30am to 6.30pm

(EmployeesworkingonSundaysareeligiblefor 1comp off)