Financial Advisor

3 days ago

Mumbai, Maharashtra, India Fintoo Full time ₹ 6,00,000 - ₹ 12,00,000 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.

We are looking for Financial Advisors to join our team. As a Financial Advisor, you will be responsible for providing personalized advice and guidance to clients, developing investment strategies, asset allocation, debt restructuring etc. If you are from a financial domain, understand the world of finance, or have an experience working for an financial services firm, or having a degree/diploma from NISM, CFP, CFA etc or have done professional courses in finance then you will love this position.

Key Responsibilities

  • Understand Clients financial needs
  • Determine clients expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
  • Give advices to clients about financial planning, investment planning, Insurance, or any other areas in order to help them reach their financial goals
  • Prepare Financial plans for clients and present them
  • Meeting Business Targets and Client Retention goals.
  • Answer clients questions, address concerns and resolve them as per SLAs
  • Regularly review clients portfolio and have continuous engagement
  • Preparing or interpreting financial document summaries, investment performance reports and income projections, Tax implications for clients
  • Continuous communication with clients to stay up to date with their financial status
  • Building and maintaining your client base.

Qualifications required :

  • Bachelor's / PG degree in business, finance or related field.
  • Knowledge of Financial Securities market and Insurance
  • 2+years of experience as a Financial Advisor / Client Relationship manager or similar role
  • Certification Financial Domain like CFP, CFA, NISM certification will be added advantage
  • Proficient in Word, Excel, Outlook and PowerPoint, Social Media professional tools like Linked In, Facebook etc
  • Critical thinker and problem-solving skills
  • Good time-management skills
  • Great interpersonal and communication skills, written and spoken English is must.
  • Team player

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