Business Development / Relationship Manager

Finnovate; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

Finnovate, India’s largest financial planning platform, invites a Business Development / Relationship Manager to build a client base in Pune and lead a team of financial advisors. The role focuses on delivering unbiased, holistic wealth solutions and strategic financial guidance to professionals seeking long-term security and growth. Location: Pune.

Employment type: Full-time. The candidate should have a finance-focused degree, NISM XA–XB qualification, and strong abilities in advisory services,

Qualifications

• Bachelor’s degree in finance, economics or related field.
• NISM XA–XB qualification is preferred.
• Strong knowledge of financial planning and wealth management.

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.
• Build and nurture client relationships with tailored wealth solutions.
• Advise individuals on informed financial decisions for long-term security and growth.
• Provide expert guidance on planning, investments, and wealth management.
• Stay updated on market trends and regulatory developments to give timely advice.
• Evaluate financial data and monitor portfolios to refine plans.
• Represent Finnovate at conferences and client meetings to promote literacy and brand visibility.

Skills

Financial planning

Investment strategies

Wealth management

Stakeholder management

Communication

Analytical mindset

Self-driven

Goal orientation

Education

Bachelor’s degree in finance/economics/related field

NISM XA–XB qualification

Job description

Business Development / Relationship Manager

BusinessDevelopment / Relationship Manager

Reporting To:

Branch Manager/CEO

Finnovate isIndia’s largest financial planning platform that specializes in providingsuccessful professionals with a disciplined approach to help them achievetheir financial goals safely, surely, swiftly

To date we havehelped over 3500 professionals and their families achieve purpose andstructure to their financial lives through our FinnFit™ Financial planningprocess. This is available through our experts as well as through atransparent technology platform. We are a zero-commission, product-agnosticand holistic SEBI-registered investment advisory (RIA) firm. Finnovate is acustomer-first platform that prioritizes unbiased advisory and is gainingincreased recognition with the rise of awareness of direct products.

Finnovate has successfully raised over USD 3million from marque investors to drive our next league of expansion andimpact. We have recently secured a PMS license from SEBI to provide mostconvenient, flexible and multi-asset portfolio management using directproducts for our clients.

We are in agrowth phase where you can contribute ideas across the spectrum, and growinto a core member of a truly customer-first team. Finnovate offers a uniqueproposition where you can experience the freedom to think and operate like anentrepreneur within the organisation, while pursuing long-term career growthaligned with your strengths, aspirations and demonstrated competence

Location:

Pune

Employment Type:

Key Responsibilities:

• Acquirenewclientsbyidentifyingprospects,conductingfinancialneed assessments, and presenting financial planning and investment solutionsas per standards.
• Lead, mentor,and manage a team of financial advisors/relationship managers, ensuringperformance targets are met and maintaining high standards of client service.
• Buildandnurturestrongclientrelationshipsbyunderstandingfinancial goals and delivering customized wealth solutions.
• Adviseindividualsoninformedfinancialdecisionstosupport long-term financial securityand growth.
• Deliver expertguidance on financial planning, investment strategies,andcomprehensivewealthmanagementalignedto client needs.
• Remainupdatedonmarkettrends,regulatorydevelopments,and industry best practices to providetimely and relevant advice.
• Evaluatefinancialdata,monitorclientportfolios,andrefine financial plans to enhanceoutcomes.
• RepresentFinnovateatconferences,clientmeetings,andindustry forums to promote financialliteracy and brand visibility.

Qualification & Skills:

• Bachelor’sdegreeinfinance, economics,or arelated field
• ShouldhaveaNISMXA–XB qualification
• Strongknowledgeoffinancialplanning,investmentstrategies, and wealth management.
• Excellent stakeholder management,communication, and client engagement skills.
• Analyticalmindsetwiththeabilitytoassessfinancialdataand provide strategic recommendations.
• Self-driven,goal-oriented,and passionateabouthelpingothers achieve financial success.

Years of Experience:

Minimumof5yearsofexperienceinfinancialadvisoryorrelated fields

WorkingDays

Monday toSaturday (2nd & 4th Sats are off)