Business Development / Relationship Manager

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

Job summary

Finnovate in Pune is seeking a Business Development / Relationship Manager to lead client acquisition and wealth advisory efforts. You will identify prospects, assess financial needs and present compliant investment solutions, while mentoring a team of financial advisors to meet targets.

You will build strong client relationships, advise on long-term financial planning and stay updated on market trends to deliver timely guidance and expand Finnovate’s presence in the market.

Qualifications

• Bachelor’s degree in finance, economics, or a related field.
• Strong knowledge of financial planning, investments and wealth management.
• Excellent stakeholder management, communication and client engagement.
• Analytical mindset with ability to assess data and provide strategic recommendations.

Responsibilities

• Acquire new clients by identifying prospects, conducting needs assessments and presenting financial solutions.
• Lead, mentor and manage a team of financial advisors/relationship managers to meet targets.
• Build and nurture strong client relationships and deliver customized wealth solutions.
• Advise individuals on informed financial decisions for long-term security and growth.
• Provide guidance on financial planning, investments and wealth management aligned to client needs.
• Stay updated on market trends and regulatory developments to offer timely advice.
• Evaluate financial data, monitor portfolios and refine plans to improve outcomes.
• Represent Finnovate at conferences and client meetings to promote literacy and brand visibility.

Skills

Financial Planning

Investment Strategies

Wealth Management

Stakeholder Management

Client Engagement

Education

Bachelors in Finance/Economics

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

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,andpassionateabouthelpingothers achieve financial success.

Years of Experience:

Minimumof5yearsofexperienceinfinancialadvisoryorrelated fields

WorkingDays

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