Key Responsibilities

Business Development & Sales Strategy

- Develop and implement effective strategies to acquire recent 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.
- Strong 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

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