Relationship Manager

Full Time

Company Name: Finnovate Financial Services Pvt Ltd

Company Website:

Company Profile: Finnovate is India's first financial fitness company set up with the mission to make every Indian Financially Fit.

Just like personal fitness cannot be built overnight, financial fitness takes a lifetime to achieve. Finnovate’s philosophy is to build prosperity safely, surely, swiftly, adopting a prudent growth approach, so that our clients can not only live without money worries, but also feel empowered to live their dream life.

Future Growth Plans: Finnovate’s future plans include reaching AUM of USD 250 Million within 3 years, while reaching over 1 million people with our consumer education programs on personal finance.

No. of vacancies: Ten

Job Profile & Responsibilities:
  • Interact with client’s via-calls, emails at initial Stage. Research, contact potential clients to establish rapport and arrange meetings.
  • Increasing the value of current customers while attracting new ones. respond effectively with a plan of how to meet these.
  • Think strategically - seeing the bigger picture and setting aims and objectives in order to develop and improve the business.
  • Work strategically - carrying out necessary planning in order to implement operational changes.
  • Presenting PPT to clients regarding benefits of financial life planning.
  • Understanding the Client requirement and accordingly recommending him Finnovate plans/products/services.
  • Converting and onboarding the client.

Years of Experience: 1 to 5 years/Freshers with a postgraduate degree can also apply.

Preferred Qualifications: Any Graduate / Post graduate with CFP will be an added advantage.

Desired Candidate Profile:
  • The candidate should be presentable and have good communication skills and an attitude to grow & work hard.
  • A good team player who enjoys finance and investment management.
  • Strong communication and interpersonal skills

Salary: Best as per industry standard

Hiring Manager Details:

Sanjeeta Chawla

[email protected]