Senior Advisor

Job Title: Senior Advisor Reporting To: 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: Maintain and strengthen relationships with clients after onboarding, ensuring long-term engagement and satisfaction. Manage and nurture relationships with existing UHNI clients while actively acquiring new UHNI clients through meetings, referrals, and networking. Conduct client meetings to understand financial goals, provide personalized advisory solutions, and build long-term trust. Convert existing and prospective clients by identifying their financial needs and presenting suitable advisory solutions. Review client portfolios and provide expert recommendations to optimize financial outcome...