Alliance Executive

As an Alliance Specialist at Finnovate, you will play a crucial role in building and managing relationships with High Net Worth Individuals (HNI) clients in the Medical and Corporate sectors, as well as interacting with Commercial Associations to help clients achieve their financial goals. Your primary responsibility will involve organizing webinars, events, and meetings to facilitate financial discussions and promote financial wellness among our clientele. Reporting directly to the Branch Manager, you will be an integral part of a team dedicated to making every Indian financially fit. Finnovate stands out as a financial planning company that focuses on creating personalized, goal-based financial plans without pushing products. By combining expert advice with innovative technology, we empower professionals to make informed financial decisions and take control of their finances. Located in Mumbai, Pune, Nashik, and Ahmedabad, this full-time position offers a unique opportunity to work with a diverse range of clients and stakeholders. Your key responsibilities will include building and managing the HNI Client Database, organizing Financial Fitness Sessions, scheduling One-on-One Meetings for financial discussions, partnering with Associations for collaborative events, and hosting educational webinars and events to promote financial planning. While prior financial knowledge is not mandatory, you should possess stellar communication and interpersonal skills, be energetic and confident in networking with professionals, demonstrate self-drive and the ability to work independently, be willing to travel for meetings and events, exhibit a positive attitude and quick learning capabilities, and excel in multitasking and organizational skills. Joining Finnovate comes with a range of benefits, including comprehensive health insurance coverage, paid time off for vacations and holidays, parental leave for new parents, opportunities for professional development through training and workshops, recognition programs to reward outstanding contributions, company events and celebrations for team bonding, employee referral programs, and a competitive work schedule from Monday to Saturday. If you are passionate about finance and seek to grow with a company that is reshaping the industry, Finnovate offers a dynamic work environment where you can thrive professionally while contributing to the financial well-being of our clients and community.,