About Finnovate
Finnovate is a holistic financial planning and wealth advisory platform focused on transforming personal finance advisory in India through goal-based, client-centric solutions.
Key Responsibilities
Drive business development, client acquisition, and revenue growth:
Achieve branch-level sales targets across financial fitness products:
Goal planning, budgeting & taxation
Loans, insurance, investments & estate planning
Provide customized financial advisory to HNI & retail clients
Build long-term client relationships, improve retention and wallet share:
Analyze sales performance, lead conversion, and revenue metrics:
Lead and manage sales teams & channel partners:
Execute lead generation via telecalling, referrals, local marketing & partnerships
Ensure operational excellence and regulatory compliance
Eligibility & Skills
8+ years experience in BFSI / Wealth Management / Financial Services Sales:
Robust expertise in client acquisition, revenue management & analytics:
Excellent communication, leadership, and stakeholder management skills
Robust understanding of financial products and compliance norms
Certifications (preferred)
CFP preferred:
NISM XA-XB (or willingness to pursue)
Benefits
Health Insurance
Paid Time Off & Parental Leave
Learning & Development Programs
Performance-based incentives & recognition
Team outings & employee referral rewards
Job Types: Full-time, Permanent
Pay: ₹600,000.00 - ₹1,200,000.00 per year
Benefits:
Health insurance
Life insurance
Paid sick time
Paid time off
Provident Fund
Work from home
Application Question(s):
Do you hold a NISM XA/XB certification (or are you willing to pursue it)?
Do you have a minimum of 5 years of experience in BFSI / Financial Services as a Business Development or Client Acquisition skilled?
Have you worked in the BFSI sector with hands-on experience in client acquisition and revenue generation?
Work Location: In person
📌 Business Development Executive Bfsi Gandhidham
🏢 Finnovate Financial Services
📍 Gandhidham
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.