Client Acquisition Manager – Wealth Management

Finnovate; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Finnovate is India’s largest financial planning platform, dedicated to helping professionals achieve financial goals with unbiased advisory. We are a zero-commission, SEBI-registered advisory firm offering transparent technology and expert guidance.

The role focuses on acquiring new clients, mentoring a team of financial advisors, and delivering tailored wealth-management solutions while staying updated on market trends and regulatory changes.

Qualifications

• Bachelor’s degree in finance, economics, or a related field.
• 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.

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.

Skills

Financial planning

Investment strategies

Wealth management

Stakeholder management

Communication

Analytical mindset

Self-driven

Education

Bachelor’s degree in finance, economics, or related field

NISM XA–XB qualification

Job description

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:

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:

Minimumof5yearsofexperienceinfinancialadvisoryorrelated fields

WorkingDays

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