Junior Relationship Manager (BFSI)

Finnovate; Ahmedabad District; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Health Insurance

Paid Time Off & Parental Leave

Learning & Development Programs

Performance-based incentives &recognit

Job summary

Finnovate in India is seeking a results-driven sales professional to drive business development, acquire clients, and grow revenue across financial fitness products. You will build long-term client relationships, lead branch-level sales targets, and coordinate with channel partners to expand wallet share.

The ideal candidate has 2–4 years in BFSI or wealth management sales, strong analytics, and excellent communication and leadership skills, with a solid understanding of financial products and

Qualifications

• 2-4 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.

Responsibilities

• Drive business development, client acquisition and revenue growth.
• Achieve branch-level sales targets across financial fitness products.
• Goal planning, budgeting & taxation.
• Loans, insurance, investments & estate planning.
• 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.

Skills

Client acquisition

Revenue management

Analytics

Communication

Leadership

Stakeholder management

Financial products knowledge

Job description

About Finnovate

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
• Achieve branch-level sales targets across financial fitness products:
• Goal planning, budgeting & taxation
• Loans, insurance, investments & estate planning
• 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

• 2-4 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 XAXB (or willingness to pursue)

Benefits

• Health Insurance
• Paid Time Off & Parental Leave
• Learning & Development Programs
• Performance-based incentives & recognition
• Team outings & employee referral rewards