Senior Relationship Manager (BFSI)

Finnovate; Ahmedabad District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Finnovate is seeking an experienced sales and wealth advisory leader to drive business development, client acquisition, and revenue growth across BFSI and wealth management segments in India. You will guide a team, build relationships with HNI and retail clients, and ensure compliance with regulatory norms.

The role emphasizes strong analytics, stakeholder management, and deep product knowledge to optimize retention and wallet share.

Qualifications

• 8+ 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.
• 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

8+ years experience

Wealth management

Financial services sales

Client acquisition

Revenue analytics

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

• 8+ 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