Fintoo is looking for a senior leader to take end-to-end ownership of its client renewal and retention function — a business-critical revenue stream built on long-term advisory relationships. This is a newly created leadership role for someone who can bring structure, commercial discipline, and a genuine ownership mindset to how the firm retains, renews, and grows its existing client base.
The mandate is broad and high-impact: build the strategy, process, and team capability required to run renewals as a disciplined, forecastable business function, with direct visibility to the CEO.
About the Role
The VP – Advisory, Financial Planning & Business will be responsible for building and leading Fintoo's integrated Advisory business, with ownership of both client acquisition and existing client servicing.
The individual will lead and manage the Acquisition and Financial Planning / Analyst teams, drive recent business and revenue, oversee the quality of financial planning and client servicing, and ensure a seamless journey from prospect acquisition to long-term client engagement.
This is a leadership role requiring a combination of business development, financial planning expertise, client management and people leadership. The individual will be expected to drive business personally as well as through the team, while maintaining high standards of advisory quality and client experience.
Key Responsibilities
• Own the end-to-end renewal and client retention strategy, including forecasting, planning cadence, and execution discipline across the client book.
• Design and institutionalise structured processes and standard operating procedures for client renewal conversations, escalations, and account management.
• Review existing client fee and plan structures for consistency and fairness, and lead corrective governance where required.
• Set and drive performance targets for the renewals and servicing team; build capability, coach for consistent execution, and manage performance
📌 VP(Financial Planning) (Mumbai)
🏢 FINTOO
📍 Mumbai