Lead branch sales and business development for wealth and financial-planning products, own revenue targets, analyze performance, manage client relationships with HNI and retail clients, recruit and develop sales teams and channel partners, ensure operations and compliance, and drive lead generation through tele-calling, referrals, and local marketing.
Job Title: Sr SalesAbout Finnovate
Finnovate is a holistic financial planning and wealth advisory platform.We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.
Location: Mumbai
Employment Type: Full Time
- Develop and implement effective strategies to acquire new clients and expand existing accounts.
- Drive penetration in target markets to meet and exceed sales and revenue goals.
- Generate business across financial fitness products, including:
- Goal Planning
- Budgeting & Taxation
- Loan Management
- Insurance Planning
- Investment Planning
- Estate Planning
- Take ownership of branch-level revenue targets and consistently drive performance.
- Analyze sales data, lead conversion rates, product performance, and client behavior to identify opportunities and improve productivity.
- Prepare and review regular performance reports, dashboards, and business forecasts for management review.
- Offer customized financial solutions to HNI and retail clients based on their investment goals and risk profiles.
- Guide clients through investment, insurance, and wealth protection planning.
- Establish and nurture strong relationships with existing and potential clients to ensure retention and satisfaction.
- Uphold delivery standards and resolve client queries efficiently.
- Lead, train, and motivate the in-house sales team and channel partners to drive high performance.
- Oversee recruitment, onboarding, goal setting, and performance management of team members.
- Foster a culture of accountability, collaboration, and continuous improvement.
- As a Branch Manager, lead and oversee branch-level lead generation initiatives through:
- Tele-calling
- Referral networks
- Local marketing activities
- Strategic partnerships
- Ensure proper tracking, follow-up, and conversion of leads to meet branch sales targets.
- Ensure seamless day-to-day operations of the branch in compliance with internal policies and external regulations.
- Build & monitor sales pipelines, campaign results, and team activities to ensure alignment with business objectives.
- 7+ years of leadership experience in Financial Services, Wealth Management, or BFSI Sales.
- Strong experience in generating revenue, driving analytics, and making 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.
- A CFP certification would be a definite advantage, alternatively should have a NISM XA–XB qualification or be willing to work towards the same.
- Health Insurance (including dependents coverage)
- Paid Time Off (vacation & holidays)
- Parental Leave (maternity, paternity, adoption leave)
- Professional Development (training, workshops, conferences)
- Recognition & Incentives (performance-based variable pay)
- Company Events & Team Building Activities
- Employee Recognition Programs
- Employee Referral Programs
Monday to Saturday
(2nd & 4th Saturdays Off)
- 8:30 AM – 5:30 PM
OR - 9:30 AM – 6:30 PM
(Employees working on Sundays are eligible for 1 comp off)
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