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

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

Working Days

Mondayto 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)