Senior Relationship Manager(BFSI)

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