Para-Planner/Financial Advisor

Finnovate


Date: 3 weeks ago
City: Ahmedabad, Gujarat
Contract type: Full time
Job Description

Key Responsibilities:

  • Understand client needs and present customized financial solutions that align with their goals.
  • Maintain and strengthen relationships with clients even after onboarding.
  • Review existing portfolios and provide expert recommendations for better financial outcomes.
  • Present research reports, mutual fund updates, and life and health insurance services.
  • Collaborate with internal teams, including research and advisory, to develop well-rounded financial strategies.
  • Act as the primary point of contact and positively engage with the client to ensure top-tier service and client satisfaction.
  • Address client concerns, gather feedback and identify new opportunities to enhance services.

Skills & Qualifications

  • Bachelor’s degree in Commerce, Marketing, or a related field (MBA in Finance or Marketing preferred).
  • Should have a CFP certification (preferred) or be working towards it
  • Strong relationship management and client servicing skills.
  • Excellent communication and presentation abilities.
  • Analytical mindset to assess client needs, analyze market trends and offer strategic financial solutions.
  • Ability to thrive in a fast-paced environment, manage multiple priorities, and achieve targets.
  • Preference would be given to candidates with 2-3 years of relevant experience but freshers with a passion for financial services are also welcome to apply

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