Business Development Manager – Wealth

3 weeks ago

Andheri East, India FINNOVATE Financial Services Full time

Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning Expert

Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you

Key Responsibilities:

  • Build strong relationships with clients by understanding their goals and offering personalized financial solutions.
  • Guide individuals in making informed financial decisions for long-term financial well-being.
  • Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs.
  • Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice.
  • Analyze financial data, track progress, and optimize financial plans for better results.
  • Represent Finnovate at conferences, meetings, and industry events to promote financial education.

Qualifications & Skills:

  • Bachelor's degree in finance, economics, or a related field (MBA-Finance preferred).
  • A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same
  • Minimum of 8 years of experience in financial advisory or related fields
  • Strong knowledge of financial planning, investment strategies, and wealth management.
  • Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients.
  • Analytical mindset with the ability to assess financial data and provide strategic recommendations.
  • Self-driven, goal-oriented, and passionate about helping others achieve financial success.

Job Type: Full-time

Pay: ₹800, ₹1,500,000.00 per year

Work Location: In person

  • Business Development Manager – Wealth

    1 week ago

    Andheri East, Maharashtra, India FINNOVATE Financial Services Full time ₹ 80,000 - ₹ 15,00,000 per year

    Job Title: Financial Planning Specialist / Financial Advisory / Financial Planning ExpertAre you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for youKey Responsibilities:Build strong relationships with clients by understanding...

  • Team Leader – Senior Wealth Manager

    2 weeks ago

    Bengaluru East, Karnataka, India Scripbox Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    About Scripbox Wealth ManagersAt Scripbox, we are a new-age, client-first wealth management firm committed to growingwithour clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust.As we scale our reach across India, we're looking for dynamic...

  • Business Development Manager

    1 week ago

    Andheri East, Maharashtra, India MG Captures Full time ₹ 3,60,000 - ₹ 4,80,000 per year

    ResponsibilitiesIdentify and develop new business opportunities, partnerships, and client relationships.Drive sales growth by pitching products/services to potential clients.Develop and implement strategic business development plans to achieve company targets.Conduct market research and competitor analysis to identify trends and opportunities.Build and...

  • Business Development Manager

    3 weeks ago

    Andheri East, India Quantsapp Full time

    Business Development Manager (Immediate Joiner) Sales Development:1. Identify, prospect, and engage potential business clients in your assigned market segment.2. Develop and maintain a robust pipeline of leads, ensuring consistent follow-up and engagement.3. Conduct outreach through emails and networking to generate new business opportunities.Relationship...

  • Business Development Manager

    2 weeks ago

    Andheri East, Maharashtra, India Quantsapp Full time US$ 80,000 - US$ 1,20,000 per year

    Business Development Manager (Immediate Joiner)Sales Development:1. Identify, prospect, and engage potential business clients in your assigned market segment.2. Develop and maintain a robust pipeline of leads, ensuring consistent follow-up and engagement.3. Conduct outreach through emails and networking to generate new business opportunities.Relationship...

  • Senior Business Development Manager

    3 weeks ago

    Andheri East, India Pinakin Design Full time

    Job description: Company name: Pinakiin Designs Position: Senior Business Development Manager Roles and responsibilities You will drive business development efforts in the region, acquire new clients and manage sales targets . You will represent the company in the market and build an industry network and manage key stakeholder relationships. You will build...

  • Senior Business Development Manager

    1 week ago

    Andheri East, Maharashtra, India Pinakin Design Full time ₹ 7,20,000 - ₹ 18,00,000 per year

    Job description:Company name: Pinakiin DesignsPosition: Senior Business Development ManagerRoles and responsibilitiesYou will drive business development efforts in the region, acquire new clients and manage sales targets .You will represent the company in the market and build an industry network and manage key stakeholder relationships.You will build a...

  • Business Development Manager

    3 weeks ago

    Andheri East, India iArrow Advisor private Limited Full time

    We are a fast-growing IPO Advisory and Merchant Banking firm, specializing in helping companies raise capital through public markets. Our team consists of seasoned professionals with extensive experience in equity capital markets, IPO support, and corporate advisory. We are seeking a Business Development professional with a strong background in merchant...

  • Business Development Manager

    2 weeks ago

    Andheri East, Maharashtra, India iArrow Advisor private Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We are a fast-growing IPO Advisory and Merchant Banking firm, specializing in helping companies raise capital through public markets. Our team consists of seasoned professionals with extensive experience in equity capital markets, IPO support, and corporate advisory. We are seeking a Business Development professional with a strong background in merchant...

  • Business Analyst

    3 weeks ago

    Andheri, India Sate Development Full time

    Job descriptionResponsibilities:This role is ideal for a someone with 1 year of experience in Business Analyst.A Good understanding of software development lifecycle including the ability to create storyboard, data models, BRD/PRD and wireframes is essential.This role will be interacting with the multi-disciplinary Software & Services division of thecompany,...