Found Description
Job Title: Financial Planning Specialist / Financial Planning Expert (Digital)
Reporting To: Branch Manager
About Finnovate: Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.
Location: Mumbai
Employment Type: Full time
Key Responsibilities:
- Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
- Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions.
- Advise individuals on informed financial decisions to support long-term financial security and gr...
Ready to Apply?
Submit your application for Digital Financial Planning Specialist at Finnovate
Apply Now