Wealth & Relationship Manager

About Finnovate:
Finnovate is a holistic financial planning and wealth advisory platform dedicated to transforming how Indians receive personal finance advice. We provide tailored, goal-based financial solutions for unique client needs.

Key Responsibilities

• Drive client relationship management and long-term retention
• Advise HNI & retail clients with customized financial solutions
• Support financial planning, portfolio reviews, SIP tracking & performance
• Assist advisors in goal planning, cash flow & net worth statements
• Conduct research on markets, mutual funds, tax & regulatory updates
• Ensure CRM updates, compliance tracking & client service excellence
• Act as a primary point of contact for client queries and service delivery

Who Should Apply

• CFP preferred
• 5+ years experience in Wealth Management / Financial Advisory / BFSI sales
• Excellent communication, client-handling & analytical skills
• Comfortable in a dynamic, fast-paced financial advisory environment

Benefits

✨ Health insurance with dependent coverage
✨ Paid time off, holidays & parental leave
✨ Professional development opportunities
✨ Incentives, performance rewards & recognition
✨ Team building & referral bonuses

Work Schedule

• Monday – Saturday
• (2nd & 4th Saturdays off)
• 9:30 AM – 6:30 PM

Job Types: Full-time, Permanent

Pay: ₹300,000.00 - ₹600,000.00 per year

Benefits:

• Health insurance
• Leave encashment
• Life insurance
• Paid sick time
• Paid time off
• Provident Fund

Application Question(s):

• Do you have a CFP certification or NISM XA/XB?
• Do you have at least 3 years of experience in financial services, wealth management, or BFSI sales?
• Have you worked in roles involving HNI/Retail client acquisition, advisory, or relationship management?

Work Location: In person