Teams at Finnovate

Build and manage HNI client outreach, organize financial fitness sessions, schedule meetings with professionals, and develop partnerships with hospitals and associations. The role involves hosting webinars and events, promoting financial wellness, generating leads, and supporting financial planning discussions. Candidates should be confident, communicative, organized, self-driven, willing to travel, and eager to learn.

Acquire new clients, assess financial needs, and present investment and financial planning solutions. Lead and mentor financial advisors or relationship managers while managing performance and client service standards. Build long-term client relationships, provide customized wealth management guidance, monitor portfolios, evaluate financial data, and refine plans. Stay informed on market and regulatory developments and represent Finnovate at client meetings, conferences, and industry forums.

Leads centralized offline marketing strategy across regions, developing funnel-based campaigns, event frameworks, partnership models, brand standards, budgets, and ROI governance. Manages branch-level marketing coordinators, supports relationships with healthcare and local organizations, ensures consistent execution and compliance, and oversees measurable contribution to brand awareness, engagement, and conversion.