Job Description
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
Strong 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 - ₹1,200,000.00 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 CFP certification ?
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 professional?
Have you worked in the BFSI sector with hands-on experience in client acquisition and revenue generation?
Work Location: In person
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
Strong 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 - ₹1,200,000.00 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 CFP certification ?
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 professional?
Have you worked in the BFSI sector with hands-on experience in client acquisition and revenue generation?
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Senior Relationship Manager position is now open for candidates interested in the Work from home Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.
