Digital Financial Planning Specialist

Job 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 financ