Manager – Financial Planning

4 days ago


Andheri, Maharashtra, India FINNOVATE Financial Services Full time ₹ 50,000 - ₹ 10,00,000 per year

Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert

Key Responsibilities:

  • Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
  • Guide individuals in making informed financial decisions for long-term financial well-being.
  • Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
  • Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
  • Analyze financial data, track progress, and optimize financial plans for better results.
  • Represent Finnovate at conferences, meetings, and industry events to promote financial education.

Qualifications & Skills:

  • Bachelor's degree in finance, economics, or a related field (MBA-Finance preferred).
  • A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same
  • Minimum of 5 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.

Job Types: Full-time, Permanent

Pay: ₹500, ₹1,000,000.00 per year

Work Location: In person



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