Jobs at Finnovate

Acquire new clients, assess financial needs, present investment solutions, and manage client relationships. Lead and mentor financial advisors or relationship managers while ensuring performance and service standards. Provide personalized financial planning, investment, and wealth management guidance; monitor portfolios and financial data; track market and regulatory developments; and represent Finnovate at client meetings, conferences, and industry forums.

Generate and qualify prospective corporate leads through online and offline channels. Conduct research, cold calls, email outreach, and follow-ups to create sales meetings. Manage leads throughout the pipeline, maintain accurate CRM records, nurture potential clients, and provide lead insights supporting business development initiatives.

Manage daily wealth management operations across mutual fund purchases, redemptions, switches, SIPs, BSE transactions, KYC, onboarding, documentation, reconciliation, and client servicing. Resolve client and internal queries, coordinate with AMCs, BSE, RTAs, and other partners, track pending issues, maintain records and audit trails, prepare MIS reports, and ensure transactions comply with internal processes and regulatory requirements.

Lead centralized offline marketing strategy across regions, developing funnel-based calendars, repeatable event frameworks, partnership models, brand standards, budgets, compliance processes, and ROI measurement. The role guides branch-level coordinators, collaborates with branch leaders and local partners, oversees event quality and governance, and supports premium brand positioning through strategic initiatives rather than last-mile logistics.

Acquire clients, assess financial needs, and present investment and wealth-management solutions. Build client relationships, advise on financial decisions, monitor portfolios, refine financial plans, and provide guidance based on market and regulatory developments. Represent the company at client meetings, conferences, and industry forums while promoting financial literacy and brand visibility.

Acquire and advise clients on financial planning, investment, and wealth management solutions. Build client relationships, monitor portfolios, analyze market and sales data, prepare forecasts and dashboards, achieve branch revenue targets, lead sales teams and channel partners, represent the company externally, and oversee compliant branch operations.

Own paid advertising, retargeting, email marketing, lead nurturing, CRM lead management, brand campaigns, competitor analysis, and performance reporting. Manage campaigns across Meta, Google, LinkedIn, email, WhatsApp, and Zoho CRM while coordinating with content, design, and sales teams. Track funnel performance, optimize spend and nurture journeys, maintain lead quality, and ensure compliant brand messaging. Over time, build and lead a small marketing team.

Write and edit SEO-friendly finance content, research financial trends and competitors, develop keyword-driven content ideas, use AI tools to support creation, proofread for accuracy, track performance in spreadsheets, and collaborate on SEO content strategies.

Acquire new wealth management clients through prospecting, needs assessments, and solution presentations. Lead and mentor financial advisors and relationship managers while meeting performance and service standards. Build client relationships, provide financial planning and investment guidance, monitor portfolios, analyze financial data, track market and regulatory developments, and represent the firm at client meetings, conferences, and industry forums.

Generates and researches leads through online platforms, cold calls, emails, messages, and networking. Qualifies prospects, maintains CRM records, conducts regular follow-ups, builds relationships with potential corporate clients, and converts interest into meetings. Supports the business team with lead insights and customer information. The role requires strong communication, persuasion, trust-building, independent work, teamwork, and familiarity with CRM, email, and social media tools.

Recruit candidates by partnering with hiring managers, posting jobs, sourcing through online platforms and referrals, screening applicants, conducting initial interviews, and coordinating selection rounds. Maintain candidate pipelines, support positive candidate experiences, negotiate offers, manage pre-joining formalities, track recruitment metrics, and stay current on recruiting and employer-branding practices.

Writes accurate, engaging content about personal finance, investing, taxation, insurance, retirement, and wealth management. Responsibilities include collaborating with financial experts, researching fintech and investment trends, scripting videos, creating email campaigns and newsletters, optimizing content for SEO, maintaining brand standards, proofreading, managing the content calendar, and delivering compliant content on schedule.

Manage high-net-worth and retail client relationships, provide equity and derivatives advice, review and optimize portfolios, deliver market insights, acquire clients, and achieve revenue targets. Ensure SEBI compliance while conducting portfolio reviews and recommending rebalancing strategies. Lead, mentor, and monitor junior relationship managers, supporting strong client service, compliance, and team performance.

Supports social media, email, and WhatsApp campaigns; creates and schedules content; conducts customer follow-up calls; coordinates internal marketing activities; processes OPD approvals; maintains campaign records; and provides activity updates.

Create static and video content for social media, blogs, ads, YouTube, podcasts, and short-form channels. Maintain Finnovate’s visual brand consistency while editing videos with subtitles, transitions, and basic motion. Collaborate with content and marketing teams, use AI tools to increase speed and efficiency, and prioritize consistent, high-quality execution. Applicants must provide a portfolio containing both graphic design and video work.

Acquire new clients, assess financial needs, present investment and financial planning solutions, and build long-term wealth advisory relationships. Advise clients on financial decisions, monitor portfolios, refine financial plans, and stay current on market and regulatory developments. Represent Finnovate at client meetings, conferences, and industry forums while promoting financial literacy and the company’s services.

Build and manage client relationships by understanding financial goals and delivering personalized financial planning, investment, and wealth management solutions. Advise clients on long-term financial decisions, analyze financial data, optimize plans, monitor market and regulatory developments, and represent Finnovate at industry events. The role also involves stakeholder engagement, financial education, and business development.

Acquire new clients, assess financial needs, present investment and financial planning solutions, and build long-term wealth management relationships. Advise clients on financial decisions, monitor portfolios, refine financial plans, track market and regulatory developments, and represent Finnovate at client meetings, conferences, and industry forums.

Manage and grow relationships with UHNI clients through personalized financial advisory, portfolio reviews, investment and insurance recommendations, client acquisition, and cross-selling. Conduct market and regulatory research, ensure SEBI compliance, coordinate transactions with back-office teams, maintain CRM records, achieve acquisition and revenue targets, and mentor junior advisors.

Manage the full employee lifecycle, employee relations, engagement, disciplinary matters, rewards and benefits, performance management, HR analytics, compliance, and organizational development. Partner with business leaders on workforce planning and people strategies while supporting employees across PAN India branches. The role requires approximately 60% travel and includes extensive stakeholder collaboration.