Senior Financial Advisor

1 day ago

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

Company Overview:

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: Acquisition Specialist (Financial Advisory)

Purpose

Drive client acquisition, financial planning, and relationship management by positioning

Fintoo's fee-based advisory proposition. The Acquisition Specialist will engage in client

acquisition as well as financial plan creation and presentation, ensuring clients view them

as trusted advisors and not just salespeople.

Key Responsibilities


• Identify and acquire new clients through references, digital channels, and networking.


• Conduct discovery calls to understand client needs and introduce Fintoo's advisory

solutions.


• Create, review, and present financial plans tailored to client profiles.


• Collaborate with the Core Advisory team for portfolio design and execution.


• Provide recommendations on ESOP diversification, asset allocation, and tax planning.


• Achieve individual and team acquisition targets.


• Proactively generate referrals and new business opportunities.

  • Support growth initiatives in new geographies (e.g., Bangalore).


• Stay updated on financial products, mutual funds, equities, and ESOP solutions.


• Confidently pitch Fintoo's advisory model in line with client goals and risk appetite.

Key Requirements


• Excellent communication, persuasion, and relationship-building skills.


• Knowledge of financial planning, investment products, and portfolio creation.


• Proficiency in Microsoft Excel & PowerPoint.


• Strong command of English (spoken & written).


• Presentable, confident, and client-centric approach.

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.

Interested Candidates can apply

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