Financial Planning Specialist / BDM Financial Advisory / Financial Planning Expert

Key Responsibilities:

ü  Build strong relationships with
clients by understanding their goals and offering personalized financial
solutions.

ü  Guide individuals in making informed
financial decisions for long-term financial well-being.

ü  Provide expert insights on financial
planning, investment strategies, and wealth management tailored to client
needs.

ü  Stay ahead of market trends,
regulatory changes, and industry best practices to deliver relevant financial
advice.

ü  Analyze financial data, track
progress, and optimize financial plans for better results.

ü  Represent Finnovate at conferences,
meetings, and industry events to promote financial education.

Qualifications
& Skills:

ü  Bachelor’s
degree in finance, economics, or a related field (MBA-Finance preferred).

ü  A CFP
certification would be a definite advantage, alternatively should have a NISM
XA – XB qualification or working towards the same

ü  Minimum of 7
years of experience in financial advisory or related fields of which atleast 3
years should be in a leadership position

ü  Strong
knowledge of financial planning, investment strategies, and wealth management.

ü  Excellent stakeholder
management skills, superior communication and interpersonal skills to educate
and engage clients.

ü  Analytical
mindset with the ability to assess financial data and provide strategic
recommendations.