Job Title: Alliance Specialist (Pre-Sales Specialist)Job Overview: We’re looking for a motivated Alliance Specialist to join our team. Ifyou’re passionate about building relationships and eager to work withHNI Clients in the Medical, Corporate World or interact withCommercial Associations and help our clients reach their financialgoals, then this is the right opportunity for you !Our clients are Doctors and Hgh Net worth Individuals who are cashrich – Time Poor and they need you to help plug the gap. If you enjoyorganizing webinars, events and meetings then this is the right place toshowcase your skills and use them to help others as well as enable youto build a professional pathway to your own success.Reporting To: Branch ManagerAbout Finnovate: Finnovate is India’s first and only financial planning companydedicated to making every Indian financially fit. We focus on creatingpersonalized, goal-based financial plans—covering everything frombudgeting and taxes to investments, insurance, and estate planning.We’re not your typical wealth management firm as we don’t pushproducts. Instead, we combine expert advice with smart technologyto help professionals make informed financial decisions.Through our unique FinFit™ planning model, we've already helpedover 3,000 professionals take control of their finances.If you're passionate about finance and want to grow with a companythat’s redefining the industry, Finnovate is the place to be!Location: Mumbai, Pune, Nashik, AhmedabadEmployment Type: Full timeKey Responsibilities: Role Highlights – Build & Manage HNI Client Database for outreach and leadgeneration Organize Financial Fitness Sessions with our FinFit experts Schedule One-on-One Meetings with doctors/ otherprofessionals for FinFit discussions Partner with various Associations for webinars, events, andcollaborations Collaborate with Top Hospitals (100+ beds) and otherCommercial Associations to promote financial wellness. Host Webinars & Events to educate our clients on financialplanning Attend & Organize Focused Events to spread financialawarenessQualification & Skills: No prior financial knowledge is required, you should be willing tolearn 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 tasksBenefits on being a part
Of Finnovate
Health Insurance: Coverage including options for dependents. Paid Time off: Vacation days and holidays, allowing employees totake 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 orrecognition 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 bonusesfor outstanding performance or tenure. Employee Referral Programs: Bonuses or incentives for referringQualified Candidates Who Are Hired By The Company.
Working Days Monday to Saturday(Saturday – Half Day)Working Time 8.30am to 5.30pm9.30 am to 6.30pm(Employees working on Sundays are eligible for 1 comp off)check(event) ; career-website-detail-template-2 => apply(record.id,meta)" mousedown="lyte-button => check(event)" final-style="background-color:#009356;border-color:#009356;color:white;" final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered="">