Senior Wealth Manager/Business Development Manager

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

Job summary

Finnovate in Mumbai is seeking a Senior Wealth Manager/Sr Relationship Manager to drive client acquisition and lead a team of financial advisors. You will assess client needs, present financial planning and investment solutions, and mentor a growing advisory group.

This role requires deep knowledge of wealth management, strong stakeholder engagement, and the ability to translate market trends into tailored financial strategies while representing Finnovate at conferences and client meetings.

Qualifications

• Bachelor’s degree in finance, economics, or a related field.
• Should have 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.

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

NISM XA-XB

Financial planning

Investment strategies

Wealth management

Stakeholder management

Client engagement

Communication

Leadership

Education

Bachelor in finance/economics

Job description

Senior Wealth Manager/Business Development Manager

Sr BusinessDevelopment /Sr Relationship Manager

Reporting To:

Branch Manager/CEO

Finnovate isIndia’s largest financial planning platform that specializes in providingsuccessful professionals with a disciplined approach to help them achievetheir financial goals safely, surely, swiftly

To date we havehelped over 3500 professionals and their families achieve purpose andstructure to their financial lives through our FinnFit™ Financial planningprocess. This is available through our experts as well as through atransparent technology platform. We are a zero-commission, product-agnosticand holistic SEBI-registered investment advisory (RIA) firm. Finnovate is acustomer-first platform that prioritizes unbiased advisory and is gainingincreased recognition with the rise of awareness of direct products.

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

We are in agrowth phase where you can contribute ideas across the spectrum, and growinto a core member of a truly customer-first team. Finnovate offers a uniqueproposition where you can experience the freedom to think and operate like anentrepreneur within the organisation, while pursuing long-term career growthaligned with your strengths, aspirations and demonstrated competence

Location:

Employment Type:

Key Responsibilities:

• Acquirenewclientsbyidentifyingprospects,conductingfinancialneed assessments, and presenting financial planning and investment solutionsas per standards.
• Lead, mentor,and manage a team of financial advisors/relationship managers, ensuringperformance targets are met and maintaining high standards of client service.
• Buildandnurturestrongclientrelationshipsbyunderstandingfinancial goals and delivering customized wealth solutions.
• Adviseindividualsoninformedfinancialdecisionstosupport long-term financial securityand growth.
• Deliver expertguidance on financial planning, investment strategies,andcomprehensivewealthmanagementalignedto client needs.
• Remainupdatedonmarkettrends,regulatorydevelopments,and industry best practices to providetimely and relevant advice.
• Evaluatefinancialdata,monitorclientportfolios,andrefine financial plans to enhanceoutcomes.
• RepresentFinnovateatconferences,clientmeetings,andindustry forums to promote financialliteracy and brand visibility.

Qualification & Skills:

• Bachelor’sdegreeinfinance, economics,or arelated field
• ShouldhaveaNISMXA–XB qualification
• Strongknowledgeoffinancialplanning,investmentstrategies, and wealth management.
• Excellent stakeholder management,communication, and client engagement skills.
• Analyticalmindsetwiththeabilitytoassessfinancialdataand provide strategic recommendations.
• Self-driven,goal-oriented,andpassionateabouthelpingothers achieve financial success.

Years of Experience:

Minimumof 10yearsofexperienceinfinancialadvisoryorrelated fields

WorkingDays

Monday toSaturday (2nd & 4th Sats are off)