Job Title: Alliance Specialist (Pre-Sales Specialist) Job Overview: We are looking for a motivated Alliance Specialist to join our team. If you are 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 nd 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 platform covering everything from budgeting and taxes to investments, insurance, and estate planning. We are 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 thats redefining the industry, Finnovate is the place to be! Location: Ahmedabad Employment Type: Full time Key Responsibilities: Role Highlights (this role is a field sales role) 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 are 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)
Job Title: Lead Outreach Specialist Reporting To: Head of Branch About Finnovate: Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients. Location: Mumbai /Pune/ Ahmedabad Employment Type: Full time Key Responsibilities: Prospect leads through relevant online and offline channels. Research prospective customers to identify the most effective outreach strategies. Qualify leads based on interest, potential, and relevance. Initiate cold calls, emails, and other outbound communications to engage leads. Manage and track leads throughout the sales pipeline. Organize and maintain lead data using CRM tools. Build and nurture relationships with potential corporate clients. Send compelling outreach emails and follow-ups to convert interest into meetings. Support business development initiatives with accurate lead insights and data. Requirements & Skills: Strong written and verbal communication skills. Excellent convincing and interpersonal skills. Ability to work independently and as part of a team. Prior experience in lead generation, email outreach, or corporate sales is a plus. Proficiency in using email tools, CRM software, and social media platforms. Years of Experience: Fresher graduate or 1-2 years of experience Role & responsibilities