Job Title:

Partner-Wealth Manager/Business Development Manager

Reporting To:

Branch 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:

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

· Build and nurture strong 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 skills, superior communication and interpersonal skills to educate and engage clients.

· 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 3 years of experience in financ

📌 Business Development Manager/Relationship Manager (Mumbai)
🏢 Finnovate
📍 Mumbai