Alliance Executive | Sales Executive | MBA fresher

• 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™ 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)