Senior Relationship Manager(BFSI) (India)

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 XAXB (or willingness to pursue) Benefits - Health Insurance - Paid Time Off & Parental Leave - Learning & Development Programs - Performance-based incentives & recognition - Team outings & employee referral rewards Job Types: Full time, Permanent Compensation: 600,000.00 - 1,200,000.00 per year Benefits: - Health insurance - Life insurance - Paid sick time - Paid time off - Provident Fund - Work from home Application Question(s): - Do you hold a NISM XA/XB certification (or are you willing to pursue it) - Do you have a minimum of 5 years of experience in BFSI / Financial Services as a Business Development or Client Acquisition professional - Have you worked in the BFSI sector with hands-on experience in client acquisition and revenue generation Work Location: In person .