Senior Business Development Manager

Finnovate; Mumbai; On-site; INR 1,500,000 - 2,600,000; Full time

Job summary

Finnovate is seeking a Senior SR Business Development / Relationship Manager in Mumbai to drive new client acquisition and manage high-net-worth relationships. Reporting to Branch Manager/CEO, you will lead a team of financial advisors, deliverwealth solutions, and ensure top-tier client service aligned with SEBI-registered advisory standards.

The role requires a decade of experience, a finance-related degree, CFP (preferred), and NISM XA–XB qualifications.

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.

Responsibilities

• Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions.
• Focus on converting and closing qualified leads generated by the Junior BD team.
• Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring targets are met and 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.
• Remain updated on market trends, regulatory developments, and industry best practices to provide timely 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

Client acquisition

Team leadership

Communication

Financial planning

Wealth management

Stakeholder management

Analytical mindset

Education

Bachelor's degree in finance/economics/related field

CFP certification

Job description

SR Business Development / Relationship Manager

Reporting To

Branch Manager/CEO

About Finnovate

Finnovate is India’s largest financial planning platform that specializes in providing successful professionals with a disciplined approach to help them achieve their financial goals safely, surely, swiftly

To date we have helped over 3500 professionals and their families achieve purpose and structure to their financial lives through our FinnFit Financial planning process. This is available through our experts as well as through a transparent technology platform. We are a zero-commission, product-agnostic and holistic SEBI-registered investment advisory (RIA) firm. Finnovate is a customer-first platform that prioritizes unbiased advisory and is gaining increased recognition with the rise of awareness of direct products.

Finnovate has successfully raised over USD 3 million from marque investors to drive our next league of expansion and impact. We have recently secured a PMS license from SEBI to provide most convenient, flexible and multi-asset portfolio management using direct products for our clients.

We are in a growth phase where you can contribute ideas across the spectrum, and grow into a core member of a truly customer-first team. Finnovate offers a unique proposition where you can experience the freedom to think and operate like an entrepreneur within the organisation, while pursuing long-term career growth aligned with your strengths, aspirations and demonstrated competence

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.
• Focus on converting and closing qualified leads generated by the Junior BD team, including understanding client needs, handling objections, and driving successful sales.
• 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 10 years of experience in financial advisory or related fields

Working Days

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