Senior Financial Advisor

15 hours ago

Mumbai, Maharashtra, India Fintoo Full time ₹ 12,00,000 - ₹ 36,00,000 per year

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory

platform (web & mobile) that offers Financial Advisory, Retirement Planning and Tax planning

solutions followed by investment execution to complete the entire circle. Committed to

driving transformative change, we take pride in being among the early adopters of

technology-driven wealth management solutions in the Indian financial landscape.

Our vision is to empower and educate individuals to make informed financial decisions and

easily track their finances in real-time.

Originally incubated in Mumbai, we have our Head Office in Mumbai and clients PAN India.

Recently opened an office in Dubai to service the growing global diaspora of NRIs and provide

them world-class fee based advisory and global wealth management solutions.

Job Description:

We are looking for a highly motivated and experienced Financial Advisor to join our team.

The ideal candidate will be passionate about financial planning and have a deep

understanding of financial markets and financial planning theories. As a Financial Advisor,

you will be responsible for providing personalized advice and guidance to clients,

developing investment strategies, asset allocation, debt restructuring etc.

Key Responsibilities:

 Client Engagement:

o Develop and maintain strong relationships with clients, understanding their

unique financial needs and goals.

o Provide personalized advisory services, including ESOP diversification,

investment recommendations, and tax-efficient planning.

 Financial Planning & Strategy:

o Create, review, and optimize financial plans tailored to each client's profile.

o Analyse client portfolios and recommend rebalancing strategies to maximize

returns and minimize risks.

 Market Analysis & Product Knowledge:

o Stay updated on market trends, economic factors, and financial products to

provide informed and timely advice.

o Understand and recommend products, including mutual funds, stocks, bonds,

and alternative investments, based on client profiles and risk tolerance.

 Sales & Business Development:

o Work towards achieving individual and team business targets

o Identify potential high-net-worth clients and support growth initiatives within

the firm.

 Compliance & Documentation:

o Ensure all client interactions, transactions, and recommendations comply with

regulatory standards.

o Maintain detailed and accurate client records, updating portfolios and

capturing key decision points.

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