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
- 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 behavior 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 th