Jobs at Finnovate

Build client relationships, understand financial goals, and provide personalized guidance on financial planning, investments, wealth management, and long-term financial decisions. Analyze financial data, monitor plan progress, optimize recommendations, track market and regulatory developments, and represent Finnovate at conferences and industry events to promote financial education.

Build and manage relationships with doctors, hospitals, doctors’ associations, and pharmaceutical companies. Generate qualified leads through databases, meetings, webinars, round tables, and events. Organize financial education initiatives for doctors, establish institutional partnerships, coordinate event participation, and support outreach across multiple locations. Strong healthcare or pharmaceutical industry connections and event-organizing experience are required; finance expertise is not necessary.

Write engaging finance-focused content, including public relations articles, blogs, newsletters, and video scripts. Collaborate with internal financial experts, monitor industry trends and news, and incorporate relevant developments into content. The role requires strong financial knowledge and at least four years of finance-domain content writing experience.

Build and maintain a doctor outreach database; develop relationships with doctors, associations, hospitals, and pharmaceutical companies; organize round tables, webinars, events, and expert meetings; and promote financial fitness education for doctors. The role requires strong communication, relationship-building, event coordination, independent execution, and the ability to manage multiple initiatives.

Lead centralized, multi-city offline marketing strategy, funnel-based campaigns, event calendars, branch coordination, partnership development, brand governance, budget allocation, ROI tracking, vendor frameworks, and compliance processes. Mentor branch coordinators, create scalable event formats and SOPs, align initiatives with sales targets, and ensure consistent premium experiences for professional and high-net-worth audiences.

Develop and execute finance-focused content strategy across websites, blogs, social media, email, video, and product channels. Manage content calendars, conduct audience and industry research, write and edit accessible financial content, maintain brand consistency, and collaborate with marketing, product, design, SEO, research, and finance experts. Analyze performance, optimize content, ensure SEO alignment, and maintain accuracy, clarity, compliance, and timely delivery.

Develop and maintain WealthTech web applications and platforms using .NET. Responsibilities include designing, coding, testing, implementing, and supporting features; enhancing user interfaces; developing REST and SOAP integrations; troubleshooting defects; participating in architecture discussions, product meetings, and code reviews; and working with functional teams on product modules.

Writes and edits finance-focused content including articles, blogs, newsletters, scripts, reports, social media, case studies, website pages, and product documents. Researches fintech and personal finance trends, simplifies complex investment topics, collaborates with financial experts and internal teams, ensures SEO alignment and factual accuracy, follows brand guidelines, and manages timely content delivery through a content calendar.

Manage social media content and engagement across multiple platforms, coordinate content calendars and visual assets, apply SEO best practices, monitor website and campaign analytics, run digital advertising campaigns, prepare performance reports, conduct competitor analysis, and support broader marketing initiatives.

Acquire and advise clients on financial planning, investment, and wealth management solutions. Build client relationships, monitor portfolios, analyze market and sales data, prepare forecasts and dashboards, achieve branch revenue targets, lead sales teams and channel partners, represent the company externally, and oversee compliant branch operations.

Lead wealth management business development and branch sales strategy, acquire and retain HNI and retail clients, drive revenue, analyze performance data, and oversee financial product sales. Manage branch operations, compliance, lead-generation channels, sales pipelines, and client relationships. Recruit, train, motivate, and manage in-house sales teams and channel partners while delivering customized investment, insurance, tax, loan, and estate-planning solutions.

The HR Recruiter partners with hiring managers, creates and posts job descriptions, sources and screens candidates, conducts initial interviews, and coordinates interview rounds. They maintain candidate pipelines, support positive candidate experiences, negotiate offers, manage pre-joining formalities, and track recruitment metrics. The role requires managing multiple openings, staying current on recruitment and employer-branding practices, and recruiting primarily within the BFSI sector.

Assist advisors with comprehensive financial plans, client data analysis, cash flow and net worth statements, portfolio reviews, rebalancing, SIP tracking, and investment recommendations. Manage client relationships, onboarding, service requests, presentations, cross-selling, and follow-ups. Research markets, products, tax rules, and SEBI regulations while ensuring risk-aligned recommendations and regulatory compliance. Maintain CRM records and coordinate with research and advisory teams.

Lead wealth management sales and branch revenue growth by acquiring and retaining HNI and retail clients, expanding financial planning products, analyzing sales performance, and managing pipelines. Oversee branch operations, compliance, lead generation, channel partnerships, and client relationships. Recruit, train, motivate, and performance-manage sales teams while delivering customized investment, insurance, and wealth protection solutions.

Own paid advertising, retargeting, email marketing, lead nurturing, CRM lead management, brand campaigns, competitor analysis, and performance reporting. Manage campaigns across Meta, Google, LinkedIn, email, WhatsApp, and Zoho CRM while coordinating with content, design, and sales teams. Track funnel performance, optimize spend and nurture journeys, maintain lead quality, and ensure compliant brand messaging. Over time, build and lead a small marketing team.

Write and edit SEO-friendly finance content, research financial trends and competitors, develop keyword-driven content ideas, use AI tools to support creation, proofread for accuracy, track performance in spreadsheets, and collaborate on SEO content strategies.

Acquire and advise clients on financial planning, investment, and wealth management solutions. Build client relationships, monitor portfolios, assess financial data, and provide tailored recommendations. Drive branch revenue targets, analyze sales and conversion metrics, prepare management reports and forecasts, and identify growth opportunities. Lead and coach sales teams and channel partners while overseeing branch operations, regulatory compliance, and client-facing representation at meetings and industry events.

Manages HNI and retail client relationships, provides equity and derivatives investment advice, reviews and rebalances portfolios, develops new business, and delivers market insights. Ensures SEBI and internal-policy compliance while supporting client retention and revenue growth. Leads, coaches, and monitors junior relationship managers or advisors, ensuring team performance, service quality, and adherence to compliance standards.

Acquire new wealth management clients through prospecting, needs assessments, and solution presentations. Lead and mentor financial advisors and relationship managers while meeting performance and service standards. Build client relationships, provide financial planning and investment guidance, monitor portfolios, analyze financial data, track market and regulatory developments, and represent the firm at client meetings, conferences, and industry forums.

Lead full-stack development of scalable web applications using .NET technologies and Microsoft SQL Server. Design database architectures, optimize T-SQL queries, develop REST APIs, ensure data integrity and security, collaborate with cross-functional teams, conduct code reviews and testing, manage source control, support deployments, and troubleshoot production issues.