Junior Relationship Manager (BFSI)

Finnovate; Ahmedabad District; On-site; INR 300,000 - 550,000; Full time

Job summary

Finnovate is a holistic financial planning and wealth advisory platform in India, focused on transforming personal finance through goal-based, client-centric solutions. We seek a proactive sales professional to drive client acquisition and revenue growth with HNI and retail clients.

You will lead sales efforts, build durable client relationships, and ensure compliance while collaborating with partners and internal teams to expand wallet share.

Qualifications

• 1–3 years of experience in BFSI, wealth management or financial services sales.
• Strong track record in client acquisition, revenue growth and analytics.
• Excellent communication, leadership and stakeholder management.

Responsibilities

• Drive business development, client acquisition and revenue growth.
• Provide customized financial advisory to HNI and retail clients.
• Build long-term client relationships and improve retention and wallet share.
• Analyze sales performance, lead conversion and revenue metrics.
• Lead and manage sales teams and channel partners.
• Execute lead generation via telecalling, referrals, local marketing and partnerships.
• Ensure operational excellence and regulatory compliance.

Skills

Client acquisition

Revenue management

Analytics

Communication

Leadership

Stakeholder management

Job description

Finnovate is a holistic financial planning and wealth advisory platform focused on transforming personal finance advisory in India through goal-based, client-centric solutions.

Key Responsibilities

• Drive business development, client acquisition, and revenue growth
• Provide customized financial advisory to HNI & retail clients
• Build long-term client relationships, improve retention and wallet share
• Analyze sales performance, lead conversion, and revenue metrics
• Lead and manage sales teams & channel partners
• Execute lead generation via telecalling, referrals, local marketing & partnerships
• Ensure operational excellence and regulatory compliance

Eligibility & Skills

• 1-3 years experience in BFSI / Wealth Management / Financial Services Sales
• Strong expertise in client acquisition, revenue management & analytics
• Excellent communication, leadership, and stakeholder management skills
• Strong understanding of financial products and compliance norms

Certifications (Preferred)

• CFP preferred
• NISM XA-XB (or willingness to pursue)
• Health Insurance
• Learning & Development Programs
• Performance-based incentives & recognition
• Team outings & employee referral rewards