Job Title: Sr Sales

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 current 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

📌 Finnovate Sr Sales Manager Mumbai
🏢 NextHire
📍 Mumbai