Client Acquisition Manager Wealth Management

Job Title:

 Business
Development / Relationship Manager

Reporting To:

Branch Manager/CEO

About Finnovate:

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 are a zero-commission, product-agnostic
and holistic SEBI-registered investment advisory (RIA) firm. Finnovate is a
customer-first platform that prioritizes unbiased advisory and is gaining
increased recognition with the rise of awareness of direct products.

 Finnovate has successfully raised over USD 3
million from marque investors to drive our next league of expansion and
impact. 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.

We are in a
growth phase where you can contribute ideas across the spectrum, and grow
into a core member of a truly customer-first team. 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

Location:

Mumbai

Employment Type:

Full time

Key Responsibilities:

·       Acquire new clients by identifying prospects, conducting financial
need assessments, and presenting financial planning and investment solutions
as per standards.

·       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.

Qualification & Skills:

·       Bachelor’s degree in finance, economics, or a related field

·       CFP certification is preferred

·       Should have a NISM XA – XB qualification

·       Strong knowledge of financial planning, investment strategies, and wealth management.

·       Excellent stakeholder management,
communication, and client engagement skills.

·       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 5 years of experience in financial advisory or related fields

Working
Days

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