Business Development / Relationship Manager/ Wealth Manager

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

Job summary

Finnovate in Pune seeks a Business Development/Relationship Manager with a focus on wealth management. You will identify prospects, present financial planning solutions, and lead a team of advisors to achieve targets while delivering customized wealth strategies.

You will advise clients on long-term financial goals, stay current with market trends, and promote Finnovate’s transparent, zero-commission advisory platform at industry events and client meetings.

Qualifications

• Bachelor’s degree in finance or economics (or related field).
• Experience or certification in wealth management and investment planning.
• NISM XA-XB qualification is preferred.

Responsibilities

• Acquire new clients by identifying prospects and presenting financial planning solutions.
• Lead and mentor a team of financial advisors/relationship managers to meet targets.
• Build and nurture strong client relationships through personalized wealth solutions.
• Advise individuals on informed financial decisions to support long-term growth.
• Provide expert guidance on financial planning and investment strategies.
• Stay updated on market trends, regulations, and industry best practices.
• Evaluate financial data and refine plans to enhance outcomes.
• Represent Finnovate at conferences and client meetings to promote financial literacy.

Skills

Financial planning

Investment strategies

Wealth management

Stakeholder management

Communication

Analytical thinking

Self-driven

Client engagement

Education

Bachelor’s degree in finance

Bachelor’s degree in economics

NISM XA-XB qualification

Job description

Business Development / Relationship Manager/ Wealth 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,andpassionateabouthelpingothers achieve financial success.

Years of Experience:

Minimumof 1 yearsofexperienceinfinancialadvisoryorrelated fields

WorkingDays

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