Job Description

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 clients are Doctors and Hgh Net worth Individuals who are cash
rich - Time Poor and they need you to help plug the gap. If you enjoy
organizing webinars, events and meetings then this is the right place to
showcase your skills and use them to help others as well as enable you
to build a professional pathway to your own 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(TM) 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, Pune, Nashik, Ahmedabad
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.
Paid Time off: Vacation days and holidays, allowing employees to
take time off while still receiving pay.
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
(Saturday - Half Day)
Working Time 8.30am to 5.30pm
9.30 am to 6.30pm
(Employees working on Sundays are eligible for 1 comp off)