Senior Sales (Wealth Management)

Job Title: Sr Sales Reporting

To: CEO
About 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.

Location: Mumbai Employment
Type: Full time
Key Responsibilities:
Business Development & Sales Strategy
• Develop and implement effective strategies to acquire new clients and expand existing accounts.
• Drive penetration in target markets to meet and exceed sales and revenue goals.
• Generate business across financial fitness products, including Goal Planning, Budgeting & Taxation, Loan Management, Insurance Planning, Investment Planning, and Estate Planning.

Revenue Generation & Analytics
• Take ownership of branch-level revenue targets and consistently drive performance.
• Analyze sa...