Sr Wealth Manager (Business Development)

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

Job summary

Finnovate in Mumbai is seeking a Sr Wealth Manager (Business Development) to lead client acquisition, grow branch revenue, and deliver comprehensive financial fitness solutions including goal planning, budgeting, taxation, loan management, insurance, investments, and estate planning.

The role emphasizes achieving branch targets, data-driven decision making, and building strong client relationships while guiding and developing the in-house sales team for high performance and compliant service

Qualifications

• 7+ years of leadership in Financial Services, Wealth Management or BFSI Sales.
• Strong experience in generating revenue, driving analytics, and data-driven decisions.
• Proven ability to manage sales teams and scale business operations.
• Sound knowledge of financial products, compliance norms, and client lifecycle management.
• Excellent communication, analytical, and people-management skills.
• CFP certification or NISM XA–XB qualification or willingness to pursue.

Responsibilities

• Lead and drive branch-level revenue targets and sales performance.
• Develop and implement strategies to acquire new clients and expand existing accounts.
• Offer customized financial solutions based on client goals and risk profiles.
• Guide clients through investment, insurance, and wealth protection planning.
• Establish and nurture relationships with clients to ensure retention and satisfaction.
• Oversee recruitment, onboarding, goal setting, and performance management of team members.
• Lead lead generation initiatives via tele-calling, referrals, local marketing, and partnerships.
• Ensure seamless day-to-day branch operations and compliant processes.

Skills

Leadership experience

Revenue generation

Analytics

Team management

Client relationship management

Communication skills

CFP certification

NISM XA-XB

Education

CFP certification

NISM XA–XB

Job description

Sr Wealth Manager (Business Development)

• · Developand implement effective strategies to acquire new clients and expand existingaccounts.
• · Drivepenetration in target markets to meet and exceed sales and revenue goals.
• · Generatebusiness across financial fitness products, including Goal Planning,Budgeting & Taxation, Loan Management, Insurance Planning, InvestmentPlanning, and Estate Planning.

Revenue Generation& Analytics

• · Takeownership of branch-level revenue targets and consistently drive performance.
• · Analyzesales data, lead conversion rates, product performance, and client behaviourto identify opportunities and improve productivity.
• · Prepareand review regular performance reports, dashboards, and business forecastsfor management review.

Wealth Management

• · Offercustomized financial solutions to HNI and retail clients based on theirinvestment goals and risk profiles.
• · Guideclients through investment, insurance, and wealth protection planning.

ClientRelationship Management

• · Establishand nurture strong relationships with existing and potential clients toensure retention and satisfaction.
• · Upholddelivery standards and resolve client queries efficiently.

TeamLeadership & Development

• · Lead,train, and motivate the in-house sales team and channel partners to drivehigh performance.
• · Overseerecruitment, onboarding, goal setting, and performance management of teammembers.
• · Fostera culture of accountability, collaboration, and continuous improvement.
• · Asa Branch Manager, lead and oversee branch-level lead generation initiativesthrough tele-calling, referral networks, local marketing activities, andstrategic partnerships.
• · Ensureproper tracking, follow-up, and conversion of leads to meet branch salestargets.

Operations &Compliance

• · Ensureseamless day-to-day operations of the branch in compliance with internalpolicies and external regulations.
• · Build& Monitor sales pipelines, campaign results, and team activities toensure alignment with business objectives.

Qualification& Skills:

• · 7years of leadership experience in Financial Services,Wealth Management , or BFSI Sales .
• · Strongexperience in generating revenue ,driving analytics , and makingdata-driven decisions.
• · Provenability to manage sales teams and scale business operations.
• · Soundknowledge of financial products, compliance norms, and client lifecyclemanagement.
• · Excellentcommunication, analytical, and people-management skills.
• · A CFP certification would be a definiteadvantage, alternatively should have a NISM XA – XB qualification or be willingto work towards the same