Presales Executive

Year    GJ, IN, India

Job Description

Job Title:

Alliance Specialist (Pre-Sales)

Location:

Thaltej, Ahmedabad

Reporting to:

Branch Manager

Employment Type:

Full-time

About the Role:



We are looking for an energetic Alliance Specialist

to help us connect with doctors, HNI clients, and commercial associations. If you enjoy meeting people, organizing events, and want to make a difference in others' financial lives, this is the role for you!

Our clients are successful professionals who are short on time and need your help to plan their finances better. You will set up webinars, meetings, and partner with hospitals or associations to spread financial awareness.

About Finnovate:



Finnovate is India's first financial planning company focused on making every Indian financially fit. We help professionals manage budgeting, taxes, investments, insurance, and estate planning through our FinFit(TM) Model

--not by selling products, but by offering smart financial advice. We've already helped 3,000+ professionals!

Key Responsibilities:



Build and manage a database of HNI clients Organize financial awareness events and webinars Set up 1-on-1 meetings with professionals like doctors Partner with hospitals and associations for collaborations Attend and host events to promote financial planning
*

What We're Looking For:



Great communication and networking skills Confident and self-motivated Open to travel for meetings and events Quick learner with a positive attitude Well-organized and able to manage multiple tasks (No finance background needed--we'll train you!)*

*

Perks & Benefits:



Health insurance (includes dependents) Paid time off and holidays Paid parental leave Learning and development programs Rewards & performance bonuses Fun company events and celebrations

Work Schedule:



Monday to Saturday

(Half-day on Saturday)

Sunday work = 1 Comp Off


Job Type: Full-time

Pay: ?15,000.00 - ?35,000.00 per month

Benefits:

Internet reimbursement Paid sick time Paid time off Provident Fund
Work Location: In person

Application Deadline: 24/07/2025
Expected Start Date: 01/08/2025

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Job Detail

  • Job Id
    JD3880523
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    GJ, IN, India
  • Education
    Not mentioned
  • Experience
    Year