Finnovate- Relationship Manager Business Development

Nexthire; India; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

Finnovate in Mumbai is seeking a results-driven Business Development and Relationship Manager to lead client acquisition, build wealth solutions, and manage a team of financial advisors. The role requires a strong background in finance and wealth management with a focus on delivering tailored investment strategies.

You will advise on financial planning, monitor portfolios, and stay updated on market trends to provide superior client service and sustained growth. 5+ years in advisory is preferred.

Qualifications

• Bachelors degree in finance, economics, or a related field
• CFP certification is preferred
• 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

Wealth management

Stakeholder management

Client engagement

Analytical mindset

Communication

Education

Bachelors in finance/economics

CFP certification

NISM XA XB

Job description

Job Title: Business Development / Relationship Manager

Reporting To: Branch Manager/CEO

About Finnovate: Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.

Location: Mumbai

Employment Type: Full time

Key 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.

Qualification & Skills

• Bachelors degree in finance, economics, or a related field


• CFP certification is preferred


• 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.

Years of Experience: Minimum of 5 years of experience in financial advisory or related fields

Working Days: Monday to Saturday (2nd & 4th Sats are off)

Working Time: 9.30 am to 6.30pm .