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.
Job Title: Sr Sales
Reporting
To: CEO
About 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
Key Responsibilities:
Business Development & Sales Strategy
• 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, and Estate Planning.
Revenue Generation & Analytics
• Take ownership of branch-level revenue targets and consistently
drive performance.
• Analyze sales data, lead conversion rates, product performance,
and client behaviour to identify opportunities and improve
productivity.
• Prepare and review regular performance reports, dashboards, and
business forecasts for management review.
Wealth Management
• 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.
Client Relationship Management
• Establish and nurture strong relationships with existing and
potential clients to ensure retention and satisfaction.
• Uphold delivery standards and resolve client queries efficiently.
Team Leadership & Development
• 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.
Lead Generation & Channel Management
• As a Branch Manager, lead and oversee branch-level lead
generation initiatives through tele-calling, referral networks, local
marketing activities, and strategic partnerships.
• Ensure proper tracking, follow-up, and conversion of leads to meet
branch sales targets.
Operations & Compliance
• 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.
Qualification & Skills:
• 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
Benefits on being a part
of Finnovate:
✓ Health Insurance: Coverage including options for dependents.
✓ Paid Time off: Vacation days and holidays, allowing employees to
take time off while still receiving pay.
✓ Parental Leave: Paid time off for new parents, including maternity,
paternity, and adoption leave.
✓ Professional Development: Opportunities for training, workshops,
conferences to support employees' career growth.
✓ Recognition and Incentives: Performance-based variable pay or
recognition programs to reward employees for their contributions.
✓ Company Events and Celebrations: Company outings, team-
building activities for bonding between team members
✓ Employee Recognition Programs: Awards, incentives, or bonuses for
outstanding performance or tenure.
✓ Employee Referral Programs: Bonuses or incentives for referring
qualified candidates who are hired by the company.
Finnovate Mumbai, Maharashtra, IND Office
Mumbai, Maharashtra, India, 400066
Similar Jobs
Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
Lead design, development, and deployment of marketing mix modeling, multi-touch attribution, and agentic AI solutions to quantify marketing ROI, optimize budgets, mentor analytics teams, and translate insights for commercial stakeholders.
Top Skills:
Agent OrchestrationAgentic AiAWSAzureBayesian MethodsCausal InferenceGCPGenerative AiLlmopsMarketing Analytics PlatformsMarketing Mix ModelingMlopsMulti-Agent SystemsMulti-Touch AttributionPower BIPrompt EngineeringPythonRSQLTableau
Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
The Engineering Lead will design and implement technical features, work on ML pipelines, and mentor engineers while ensuring high-quality deliverables. This role requires collaborating with teams and managing the ML lifecycle for business value.
Top Skills:
Apache KafkaAWSAws KinesisAzureDeep LearningGCPHadoopHiveJavaKubeflowLangchainLlamaindexMachine LearningMl EngineeringMlflowPysparkPythonRabbit MqSagemakerScalaSpark
Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
The Finance Associate in Client Accounting supports the contract-to-project setup for professional services, ensuring accurate SAP setup and documentation while coordinating with various internal teams.
Top Skills:
MS OfficeSAP
What you need to know about the Mumbai Tech Scene
From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.
