Back to listing

Digital Wealth Acquisition Manager

Talentmate

India

20th August 2026

2608-9442-12

Job Description

Job Title:

Financial Planning Specialist / Financial Planning Expert (Digital)

Reporting To:

Branch Manager

About Finnovate:

Finnovate is India’s largest financial planning platform that specializes in providing successful professionals with a disciplined approach to help them achieve their financial goals safely, surely, swiftly

To date we have helped over 3500 professionals and their families achieve purpose and structure to their financial lives through our FinnFit™ Financial planning process. This is available through our experts as well as through a transparent technology platform. We are a zero-commission, product-agnostic and holistic SEBI-registered investment advisory (RIA) firm. Finnovate is a customer-first platform that prioritizes unbiased advisory and is gaining increased recognition with the rise of awareness of direct products.

Finnovate has successfully raised over USD 3 million from marque investors to drive our next league of expansion and impact. We have recently secured a PMS license from SEBI to provide most convenient, flexible and multi-asset portfolio management using direct products for our clients.

We are in a growth phase where you can contribute ideas across the spectrum, and grow into a core member of a truly customer-first team. Finnovate offers a unique proposition where you can experience the freedom to think and operate like an entrepreneur within the organisation, while pursuing long-term career growth aligned with your strengths, aspirations and demonstrated competence

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 growth.

•Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to client needs.

•Remain updated on market trends, regulatory developments, and industry best practices to provide timely and relevant advice.

•Evaluate financial data, monitor client portfolios, and refine financial plans to enhance outcomes.

•Represent Finnovate at conferences, client meetings, and industry forums to promote financial literacy and brand visibility.

Qualification & Skills:

•Bachelor’s degree in finance, economics, or a related field

•CFP certification is preferred

•Should have a NISM XA – XB qualification

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

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

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

•Self-driven, goal-oriented, and passionate about helping others achieve financial success.

Years of Experience:

Minimum of 3 years of experience in financial advisory or related fields

Working Days :

Monday to Saturday (2nd & 4th Sats are off)

Job Details

Role Level:	Mid-Level	Work Type:	Full-Time
Country:	India	City:	Mumbai Suburban District ,Maharashtra
Company Website:	http://www.finnovate.in	Job Function:	Business Development
Company Industry/ Sector:	Financial Services

What We Offer

About the Company

Searching, interviewing and hiring are all part of the professional life. The TALENTMATE Portal idea is to fill and help professionals doing one of them by bringing together the requisites under One Roof. Whether you're hunting for your Next Job Opportunity or Looking for Potential Employers, we're here to lend you a Helping Hand.

Report

Disclaimer: talentmate.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at abuse@talentmate.com.