Key Responsibilities:

Business Development
& Sales Strategy

· Develop
and implement effective strategies to acquire new clients and expand existing
accounts.

· Drive
penetration in target markets to meet and exceed sales and revenue goals.

· Generate
business across financial fitness products, including Goal Planning,
Budgeting & Taxation, Loan Management, Insurance Planning, Investment
Planning, and Estate Planning.

Revenue Generation
& Analytics

· Take
ownership of branch-level revenue targets and consistently drive performance.

· Analyze
sales data, lead conversion rates, product performance, and client behaviour
to identify opportunities and improve productivity.

· Prepare
and review regular performance reports, dashboards, and business forecasts
for management review.

Wealth Management

· Offer
customized financial solutions to HNI and retail clients based on their
investment goals and risk profiles.

· Guide
clients through investment, insurance, and wealth protection planning.

Client
Relationship Management

· Establish




and nurture robust relationships with existing and potential clients to
ensure retention and satisfaction.

· Uphold
delivery standards and resolve client queries efficiently.

Team
Leadership & Development

· Lead,
train, and motivate the in-house sales team and channel partners to drive
high performance.

· Oversee
recruitment, onboarding, goal setting, and performance management of team
members.

· Foster
a culture of accountability, collaboration, and continuous improvement.

Lead Generation &
Channel Management

· As
a Branch Manager, lead and oversee branch-level lead generation initiatives
through tele-calling, referral networks, local marketing activities, and
strategic partnerships.

· Ensure
proper tracking, follow-up, and conversion of leads to meet branch sales
targets.

Operations &
Compliance

· Ensure
seamless day-to-day operations of the branch in compliance with internal
policies and external regulati

📌 Sr Wealth Manager (Mumbai)
🏢 Finnovate
📍 Mumbai