Wealth Acquisition Manager (Ahmedabad)
IT / Software Development & Related
Posted: 1 week ago
Posted: 1 week ago
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Job Description
- Wealth Acquisition Manager (Ahmedabad)
- Company: Finnovate Financial Services
- Job Location: Ahmedabad, Gujarat, India
- Employment Type: Full-time
- Experience Required: 2 - 4 years
- About Finnovate
- Finnovate is a holistic financial planning and wealth advisory platform focused on transforming personal finance advisory in India through goal-based, client-centric solutions.
- Key Responsibilities
- Drive business development, client acquisition, and revenue growth
- Achieve branch-level sales targets across financial fitness products:
- Goal planning, budgeting & taxation
- Loans, insurance, investments & estate planning
- Provide customized financial advisory to HNI & retail clients
- Build long-term client relationships, improve retention and wallet share
- Analyze sales performance, lead conversion, and revenue metrics
- Lead and manage sales teams & channel partners
- Execute lead generation via telecalling, referrals, local marketing & partnerships
- Ensure operational excellence and regulatory compliance
- Eligibility & Skills
- 2-4 years experience in BFSI / Wealth Management / Financial Services Sales
- Strong expertise in client acquisition, revenue management & analytics
- Excellent communication, leadership, and stakeholder management skills
- Strong understanding of financial products and compliance norms
- Certifications (Preferred)
- CFP preferred
- NISM XAXB (or willingness to pursue)
- Benefits
- Health Insurance
- Paid Time Off & Parental Leave
- Learning & Development Programs
- Performance-based incentives & recognition
- Team outings & employee referral rewards
- Job Types: Full time, Permanent
- Compensation: 600,000.00 - 850,000.00 per year
- Benefits:
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Provident Fund
- Work from home
- Application Question(s):
- Do you hold a NISM XA/XB certification (or are you willing to pursue it)
- Do you have a minimum of 5 years of experience in BFSI / Financial Services as a Business Development or Client Acquisition professional
- Have you worked in the BFSI sector with hands-on experience in client acquisition and revenue generation
- Work Location: In person .
Skills
CommunicationCompliance NormsClient AcquisitionLeadershipFinancial ProductsRevenue ManagementAnalyticsStakeholder ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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