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FINNOVATE Financial Services

About Finnovate: Finnovate is a holistic financial planning and wealth advisory platform dedicated to transforming how Indians receive personal finance advice. We provide tailored, goal-based financial solutions for unique client needs.Key Responsibilities<ul><li>Drive client relationship management and long-term retention</li><li>Advise HNI &amp; retail clients with customized financial solutions</li><li>Support financial planning, portfolio reviews, SIP tracking &amp; performance</li><li>Assist advisors in goal planning, cash flow &amp; net worth statements</li><li>Conduct research on markets, mutual funds, tax &amp; regulatory updates</li><li>Ensure CRM updates, compliance tracking &amp; client service excellence</li><li>Act as a primary point of contact for client queries and service delivery</li></ul>Who Should Apply<ul><li>CFP preferred</li><li>5+ years experience in Wealth Management / Financial Advisory / BFSI sales</li><li>Excellent communication, client-handling &amp; analytical skills</li><li>Comfortable in a dynamic, fast-paced financial advisory environment</li></ul>Benefits✨ Health insurance with dependent coverage ✨ Paid time off, holidays &amp; parental leave ✨ Professional development opportunities ✨ Incentives, performance rewards &amp; recognition ✨ Team building &amp; referral bonusesWork Schedule<ul><li>Monday &ndash; Saturday</li><li>(2nd &amp; 4th Saturdays off)</li><li>9:30 AM &ndash; 6:30 PM</li></ul>Job Types: Full-time, PermanentPay: ₹300,000.00 - ₹600,000.00 per yearBenefits:<ul><li>Health insurance</li><li>Leave encashment</li><li>Life insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Provident Fund</li></ul>Application Question(s):<ul><li>Do you have a CFP certification or NISM XA/XB?</li><li>Do you have at least 3 years of experience in financial services, wealth management, or BFSI sales?</li><li>Have you worked in roles involving HNI/Retail client acquisition, advisory, or relationship management?</li></ul>Work Location: In person

Wealth & Relationship Manager

Key Responsibilities:<ul><li>Partner with hiring managers to identify current and future staffing needs.</li><li>Develop and post job descriptions on various job portals, social media, and company career page.</li><li>Source candidates through databases, social platforms (LinkedIn, Naukri, etc.), referrals, and networking events.</li><li>Screen resumes, conduct initial interviews, and coordinate technical/managerial rounds.</li><li>Maintain a pipeline of qualified candidates for frequently hired roles.</li><li>Ensure a positive candidate experience throughout the recruitment process.</li><li>Negotiate offers and manage pre-joining formalities in coordination with HR operations.</li><li>Track and report key metrics (e.g., time-to-fill, offer-to-joining ratio).</li><li>Stay updated on trends in recruitment, employer branding, and industry best practices.</li></ul>Qualification &amp; Skills:<ul><li>Bachelor&rsquo;s degree in Human Resources, Business Administration, or a related field.</li><li>2&ndash;5 years of recruitment experience (in-house or agency preferred).</li><li>Hands-on experience with Applicant Tracking Systems (ATS) and job boards.</li><li>Strong interpersonal, negotiation, and decision-making skills.</li><li>Ability to work in a fast-paced environment and manage multiple openings simultaneously.</li><li>High level of integrity and professionalism.</li></ul>Years of Experience:<ul><li>Minimum of 2 years of experice in Recruitment, specifically from BFSI sector</li></ul>Benefits on being a part of Finnovate:<ul><li>Health Insurance: Coverage including options for dependents.</li><li>Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay.</li><li>Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.</li><li>Professional Development: Opportunities for training, workshops, conferences to support employees' career growth.</li><li>Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions.</li><li>Company Events and Celebrations: Company outings, team-building activities for bonding between team members</li><li>Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.</li><li>Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company.</li></ul>How to join our Dream-Team<ul><li>Apply with a copy of your resume</li><li>Assessment Test</li><li>HR round to know you better</li><li>Round with the respective location head</li><li>Final managerial round</li></ul>Working DaysMonday to Saturday (Saturday &ndash; Half Day)Working Time8.30am to 5.30pm9.30 am to 6.30pm(Employees working on Sundays are eligible for 1 comp off)Job Type: Full-timePay: ₹25,000.00 - ₹30,000.00 per monthBenefits:<ul><li>Paid time off</li><li>Provident Fund</li></ul>Work Location: In person

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Join FINNOVATE Financial Services and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

FINNOVATE Financial Services

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Wealth & Relationship Manager

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