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Wealth Advisory @ Finnovate Financial Services Pvt.Ltd.

Company Name Finnovate Financial Services Pvt.Ltd.
Location Mumbai, India
Job Type Wealth Advisory
Job Description

  Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Profile : Finnovate Financial Services specializes in the field of Personal Finance. The company is a 10 year old well established boutique financial planning co which provides holistic financial advice.. At Finnovate, Financial Planning is delivered through a robust technology platform and Wealth Advisory is backed by Strong Research. Apart from helping people meet their financial goals our endeavor is also to spread Financial Literacy & Impart Investor Education

Company Website :

Job Location : Mumbai

Job Responsiblities :

  • Generating Revenue through new HNI client acquisition and existing client engagement.
  • Ability to guide clients and help them understand the need for and the way to plan their finances.
  • Creating and executing sound financial plans for clients that help meet their financial goals.
  • Advising clients on various financial products and helping them build their portfolio.
  • Ability to take ownership of your work and the ability to meet numerous deadlines and targets throughout the day.

Candidates Profile : CFP,Graduates

Salary : As per market sandards

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 10/05/2018