Pre sales

Job Title:

Alliance Specialist (Pre-Sales Specialist)

Job Overview:

We’re looking for a motivated Alliance Specialist to join our team. If you’re passionate about building relationships and eager to work with HNI Clients in the Medical, Corporate World or interact with Commercial Associations and help our clients reach their financial goals, then this is the right opportunity for you !

Our clientele consist of affluent and time-constrained professionals, primarily Doctors and High Net Worth Individuals. They require support to bridge the gap in managing their financial affairs, and this is where you come in. If you have a flair for organizing webinars, events, and meetings, this role provides an ideal platform to leverage these skills to benefit our clients while also fostering your own professional growth and success.

Reporting To:

Branch Manager

About Finnovate:

Finnovate is India’s first and only financial planning company dedicated to making every Indian financially fit. We focus on creating personalized, goal-based financial plans—covering everything from budgeting and taxes to investments, insurance, and estate planning.

We’re not your typical wealth management firm as we don’t push products. Instead, we combine expert advice with smart technology to help professionals make informed financial decisions.

Through our unique FinFit™ planning model, we've already helped over 3,000 professionals take control of their finances.

If you're passionate about finance and want to grow with a company that’s redefining the industry, Finnovate is the place to be!

Location:

Mumbai/Nashik/Pune

Employment Type:

Full time

Key Responsibilities:

Role Highlights –

• Build & Manage HNI Client Database for outreach and lead generation
• Organize Financial Fitness Sessions with our FinFit experts
• Schedule One-on-One Meetings with doctors/ other professionals for FinFit discussions
• Partner with various Associations for webinars, events, and collaborations
• Collaborate with Top Hospitals (100+ beds) and other Commercial Associations to promote financial wellness.

• Host Webinars & Events to educate our clients on financial planning
• Attend & Organize Focused Events to spread financial awareness

Qualification & Skills:

No prior financial knowledge is required, you should be willing to learn and grow your skill sets. Other skills required include :

• Stellar communication and people skills
• Energetic and confident in meeting new professionals
• Self-driven and able to work independently
• Willing to travel for meetings and events
• Quick learner with a positive attitude
• Organized and good at managing multiple tasks

Benefits on being a part of Finnovate:

• Health Insurance: Coverage including options for dependents.
• Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.
• Professional Development: Opportunities for training, workshops, conferences to support employees' career growth.
• Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions.
• Company Events and Celebrations: Company outings, team-building activities for bonding between team members
• Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.
• Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company.

Working Days

Monday to Saturday

(Alternative Saturdays off)

Working Time

8.30am to 5.30pm

9.30 am to 6.30pm

(Employees working on Sundays are eligible for 1 comp off)