Finnovate- Relationship Manager "Business Development"

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

Job summary

Finnovate in Mumbai is seeking a Business Development / Relationship Manager to acquire clients and lead a team of financial advisors. You will build and nurture client relationships by understanding financial goals and delivering customized wealth solutions.

Role involves advising on financial planning, investments, and risk management while staying updated on market trends and regulatory changes. Strong communication and stakeholder management are essential for success.

Qualifications

• Bachelor’s degree in finance, economics, or related field.
• CFP certification preferred.
• 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 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

Client engagement

Stakeholder management

Regulatory knowledge

Analytical mindset

Self-driven

Education

Bachelor’s degree in finance

CFP certification

NISM XA-XB qualification

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

• Bachelor’s 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