Job Description

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!

Key Responsibilities:

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

Job Types: Full-time, Permanent, Fresher

Pay: ₹20,000.00 - ₹35,000.00 per month

Benefits:

Health insurance Provident Fund
Schedule:

Day shift
Work Location: In person