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 :
Solid expertise in client acquisition, revenue management & analytics :
Excellent communication, leadership, and stakeholder management skills




Strong 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 - ₹1,100,000.00 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

📌 Relationship Manager Wealth Management Thaltej
🏢 Finnovate Financial Services
📍 Thaltej