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Senior Relationship Manager
Finnovate Financial Services Pvt. Ltd.

Experience

7-10 Years

Salary

6-10 Lakhs

Location

Gujarat-Ahmedabad
Posted - 49 days ago
Applications - 0
Vacancies- 2
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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

  • 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)

Benefits

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

Senior Relationship Manager

Key Skills
Banking & Financial Services (BFSI)Business DevelopmentDirect SalesFinancial Services
Industry

Banking & Financial Services

Functional Area

Banking & Financial Services

Employment Type

Full Time

Education

Graduation/Diploma

Job Type

Work From Office

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