Key Responsibilities:

· Acquire current clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.

· Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring performance targets are met and maintaining high standards of client service.

· Build and nurture robust 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

· Robust knowledge of financial planning, investment strategies, and wealth management.

· Excellent stakeholder management, communication, and client engagement skills.

· 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 5 years of experience in financial advisory or related fields

📌 Wealth Relationship Manager – Client Acquisition Mumbai
🏢 Finnovate
📍 Mumbai