SR Business Development / Relationship Manager

Branch Manager/CEO

Finnovate is India’s largest financial planning platform that specializes in providing successful professionals with a disciplined approach to help them achieve their financial goals safely, surely, swiftly

To date we have helped over 3500 professionals and their families achieve purpose and structure to their financial lives through our FinnFit™ Financial planning process. This is available through our experts as well as through a transparent technology platform. We have recently secured a PMS license from SEBI to provide most convenient, flexible and multi-asset portfolio management using direct products for our clients.

Finnovate offers a unique proposition where you can experience the freedom to think and operate like an entrepreneur within the organisation, while pursuing long-term career growth aligned with your strengths, aspirations and demonstrated competence

Full time

Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
Focus on converting and closing qualified leads generated by the Junior BD team, including understanding client needs, handling objections, and driving successful sales.
Lead, mentor, and manage a team of financial advisors/relationship managers,



ensuring performance targets are met and maintaining high standards of client service.
Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions.
Advise individuals on informed financial decisions to support long-term financial security and growth.
Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to client needs.
Remain updated on market trends, regulatory developments, and industry best practices to provide timely and relevant advice.
Evaluate financial data, monitor client portfolios, and refine financial plans to enhance outcomes.
Represent Finnovate at conferences, client meetings, and industry forums to promote financial literacy and brand visibility.
Bachelor’s degree in finance, economics, or a related field

- Robust knowledge of financial planning, investment strategies, and wealth management.
- Analytical mindset with the ability to assess financial data and provide strategic recommendations.
- Self-driven, goal-oriented, and passionate about helping others achieve financial success.

Years of Experience:

Minimum of 10 years of experience in financial advisory or related fields

Monday to Saturday (2nd & 4th Sats are off)

📌 Senior Business Development Manager - Tech (Mumbai)
🏢 Finnovate
📍 Mumbai