Location: Ahmedabad/Gandhidham/Bhuj

Why should you choose 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.

Responsibilities:

leads through proactive prospecting, networking and secure new business opportunities.

a robust pipeline of leads through email, networking events, and social media.

a list of customers who fit our ideal client profile.

new clients for our various services.

the client’s need and specific requirement. Present proposals aligned to his goals and objectives.

a client is onboarded, continue to nurture and grow the relationship.

their existing portfolios and providing appropriate suggestions.

and presenting research reports, Mutual Fund updates, life and health insurance services to clients.

rapport which will help in maintaining client loyalty and securing repeat business.

as the primary point of contact, fostering trust, delivering exceptional customer service, and ensuring client satisfaction.

client concerns, gathering feedback, and identifying opportunities to upsell or expand our services.

Skills/Qualifications/Experience:

networking and lead generation skills. Ability to identify and convert potential clients.

communication and presentation skills to effectively put forward the various services.

mindset to understand client needs, conduct market analysis, and position our services strategically.

to grow in a fast-paced environment, manage multiple priorities, and meet ambitious targets.

degree in commerce, marketing, or a related field (MBA-Finance/Marketing preferred). Having a CFP certification will be an added advantage. Minimum 3-5 years of experience required.

Benefits on being a part of Finnovate:

Insurance: Coverage including options for dependents.
Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay.
Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.
Development: Opportunities for training, workshops, conferences to support employees' career growth.
and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions.
Events and Celebrations: Company outings, team-building activities for bonding between team members
Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.
Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company.

YOU PERFORM, WE VALUE YOUR EFFORTS: Compensation package is not a constraint for the right Candidate.

How to join our Dream-Team:

1) Apply with a copy of your resume at careers@finnovate.in

2) HR round to know you better

3) Round with the respective location head

4) Final managerial round

AND WE ARE SORTED! All rounds complete in 4 working days!

Relationship Manager