Job Title: Sr Sales
Reporting

To: CEO

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:

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 solid 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-lev

📌 Senior Sales (Mumbai)
🏢 Finnovate
📍 Mumbai