Business Development/ Relationship Manager

SET Square Gifting; Mumbai; On-site; INR 550,000 - 850,000; Full time

Job summary

Finnovate in Mumbai seeks a Relationship Manager - Financial Products Sales (BFSI) to acquire clients, assess financial needs, and provide tailored investment solutions. You will lead financial advisors and manage client relationships across portfolios.

You will monitor market trends, optimize wealth strategies, and represent Finnovate at industry events, collaborating with a high‑performing team to deliver holistic financial planning. UG graduates welcome; BFSI sales experience preferred.

Qualifications

• UG: Any Graduate

Responsibilities

• Acquire clients and assess financial needs to offer tailored investment solutions.
• Lead financial advisors and manage client relationships across portfolios.
• Monitor portfolios, optimize wealth strategies and track market trends.
• Represent Finnovate at industry events.

Skills

Relationship management

Financial product sales

Education

UG: Any Graduate

Job description

Acquire clients, assess financial needs, and provide tailored investment solutions. Lead financial advisors, manage client relationships, monitor portfolios, optimize wealth strategies, track market trends, and represent Finnovate at industry events.

Role Category: Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Finnovate is a holistic financial planning and wealth advisory platform. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.

Relationship Manager - Financial Products Sales (BFSI)

Leading and Reputed Faste...