Senior Sales (Wealth Management)

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.