Financial Advisor

3 weeks ago

Mumbai, India Smart Financial Planners Full time

Role Overview

As a
Financial Advisor
you'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and ensuring periodic reviews. This role suits motivated finance professionals seeking structured career growth and meaningful impact.

Key Responsibilities

· Conduct client meetings in selective area of Lower Parel West, Mumbai.

· Conduct financial health assessments to identify their goals and risk profiles.

· Present tailored Family Investment Portfolios (FIPs) based on client data.

· Recommend suitable investment instruments and insurance policies aligned with client needs.

· Provide onboarding support, KYC/ policy activation, and digital documentation services.

· Conduct monthly reviews and suggest portfolio re-alignments.

· Ensure compliance with regulatory norms including KYC and financial disclosure.

· Build long-lasting relationships with clients and encourage referrals.

· Participate in continuous education and performance feedback cycles.

Qualifications & Skills

· Graduate/Postgraduate in Finance, Commerce, or related field (BMS / BBA / MBA preferred).

· 1–3 years of experience in financial sales, investment advisory, or insurance consulting.

· Sound knowledge of financial products, risk profiling, tax planning, and wealth accumulation strategies.

· Excellent communication and interpersonal skills (multi-lingual preferred).

· Strong ethical orientation and consultative selling mindset.

Compensation & Benefits:

Annual CTC

·
₹6 LPA – ₹12 LPA

Work Benefits

· Continuous basic and advance trainings and handholding with strong support system.

· Sponsored national and international trainings, workshops, conferences.

· Annual awards and annual performance appraisals.

· Rapid promotions as per performance.

· Skill enhancement opportunities via SmartFP's development programs.

· Incubation support for start-up ideas.

· Increasing weekly-offs every year.

Work Culture

· 6-day work week.

· Working hours: 9:00 AM – 6:00 PM (login before 9:10 AM mandatory).

· Holidays: As per bank holidays.

· Formal dress code; strong emphasis on punctuality and professionalism.

· Sponsored monthly themed celebrations.

Growth Path

Financial Advisor → Senior Financial Advisor → Assistant Manager → Manager → Area Manager

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