Business Development / Relationship Manager

Finnovate; Maharashtra; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Finnovate in Pune seeks a Business Development / Relationship Manager to acquire new clients, lead a team of financial advisors, and deliver tailored wealth management solutions. A strong background in finance, with CFP preferred and NISM XA-XB qualifications, is essential for building trusted client relationships and driving growth.

You will report to Branch Manager/CEO and operate within a dynamic, customer-first environment offering long-term career growth and the opportunity to shape

Qualifications

• Bachelor’s degree in finance, economics, or a related field
• CFP certification is preferred
• NISM XA – XB qualification

Responsibilities

• Acquire new clients by identifying prospects and presenting financial planning and investment solutions.
• Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring targets and high-quality client service.
• Build and nurture strong client relationships by understanding financial goals and delivering wealth solutions.
• Advise individuals on informed financial decisions to support long-term security and growth.
• Deliver expert guidance on financial planning, investment strategies, and wealth management aligned to client needs.
• Stay updated on market trends, regulatory developments, and best practices to provide timely advice.
• Evaluate financial data, monitor client portfolios, and refine plans to enhance outcomes.
• Represent Finnovate at conferences, client meetings, and industry forums to promote financial literacy and brand visibility.

Job description

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

Pune

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)