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 strong 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 regulations.

· Build & Monitor sales pipelines, campaign results, and team activities to ensure alignment with business objectives.

Qualification & Skills:

· 7 years of leadership experience in Financial Services, Wealth Management, or BFSI Sales.

· Solid experience in generating revenue, driving analytics, and making data-driven decisions.

· Proven ability to manage sales teams and scale business operations.

· Sound knowledge of financial products, compliance norms, and client lifecycle management.

· Excellent communication, analytical, and people-management skills.

· A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or be willing to work towards the same

📌 Sr Wealth Manager (Business Development) (Mumbai)
🏢 Finnovate
📍 Mumbai