Job Title: Digital Marketing Specialist Reporting To: AVP - Marketing 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 Employment Type: Full time Key Responsibilities: As a Digital Marketing Specialist, you will play a crucial role in enhancing our online presence and driving engagement across various digital platforms. Your responsibilities will include: 1. Social Media Management: · Post and manage content across social media platforms (e.g., Facebook, Twitter, LinkedIn, Instagram). · Track and analyze social media performance metrics to optimize engagement and reach. · Respond to comments and messages to foster community engagement. 2. Content Coordination: · Work closely with the content team to develop a cohesive social media calendar. · Ensure that all content aligns with brand guidelines and marketing strategies. 3. Design Collaboration: · Coordinate with the design team to create visually appealing graphics that complement the content. · Provide feedback and suggestions to enhance the visual presentation of social media posts. 4. SEO and Analytics: · Utilize SEO best practices to improve the visibility of social media posts and website content. · Monitor website traffic and social media metrics using Google Analytics. · Generate and present performance reports with actionable insights. 5. Digital Advertising: · Run and manage digital advertising campaigns on platforms such as Facebook and Google. · Monitor and track the performance of digital advertising campaigns. · Provide recommendations to optimize ad performance based on data analysis. · Ensure that ad spend is within budget and goals are being met. 6. Additional Responsibilities: · Stay up-to-date with the latest trends and best practices in digital marketing and social media. · Conduct competitor analysis to identify opportunities for growth and improvement. · Assist in the development and execution of broader marketing strategies and campaigns. · Collaborate with other departments to ensure a unified approach to marketing and brand messaging. Qualification & Skills: · Bachelor's degree in Marketing, Communications, or a related field. · Proven experience in managing social media platforms and digital marketing campaigns. · Strong understanding of SEO, Google Analytics, and other digital marketing tools. · Excellent English speaking and writing skills. · Creative mindset with the ability to generate engaging content ideas. · Strong organizational and multitasking skills. · Ability to work independently and as part of a team. Years of Experience: 1 to 3 years of experience Benefits on being a part of Finnovate: ü Health Insurance: Coverage including options for dependents. ü Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay. ü Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave. ü Professional Development: Opportunities for training, workshops, conferences to support employees' career growth. ü Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions. ü Company Events and Celebrations: Company outings, team- building activities for bonding between team members ü Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure. ü Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company. How to join our Dream- Team 1. Apply with a copy of your resume 2. Assessment Test 3. HR round to know you better 4. Round with the respective location head 5. Final managerial round 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)

Key Responsibilities: ü Build strong relationships with clients by understanding their goals and offering personalized financial solutions. ü Guide individuals in making informed financial decisions for long-term financial well-being. ü Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. ü Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. ü Analyze financial data, track progress, and optimize financial plans for better results. ü Represent Finnovate at conferences, meetings, and industry events to promote financial education. Qualifications & Skills: ü Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred). ü A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same ü Minimum of 2 years of experience in financial advisory or related fields ü Strong knowledge of financial planning, investment strategies, and wealth management. ü Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients. ü Analytical mindset with the ability to assess financial data and provide strategic recommendations. ü Self-driven, goal-oriented, and passionate about helping others achieve financial success. Show more Show less

Job Description What You'll Do: Make 100 connected calls per day from our lead database Build friendly conversations and understand the clients needs Clearly explain what Finnovate offers (training will be provided) Schedule meetings for our Relationship Managers / Financial Planners Maintain proper lead status and notes in CRM (Zoho) Send follow-up messages via WhatsApp when required Meet daily and monthly performance targets What Were Looking For Someone extroverted, confident, and energetic on calls Fluent in Hindi, English, and preferably one regional language Excellent rapport-building and communication skills Patience to handle rejections and follow-ups Prior experience in telesales or customer support is a bonus Comfortable working with basic CRMs and WhatsApp Web

Job Description As a Dot Net Developer, you will be part of the Digital Products Development Centre which is our in-house unit for developing products in personal finance and investment space (#WealthTech), Responsibilities Collaborate with the functional team to understand and implement the requisite modules and features in our Wealth Tech product, Design, code, test, implement, maintain and support applications and platforms, Implement the enhancements in the products which includes UI development & enhancements in existing modules of the product, as per the current design/architecture Participate in the core team meetings and provide inputs on product enhancements/defects / any outstanding technical issues, and code reviews, Requirements Experience in building end-to-end web applications using the Net framework, Experience with building restful JSON web services Knowledge of Modular Architecture and Microservices Good understanding of ASP NET framework, SQL Server and design/architectural patterns (e g Model-View-Controller (MVC)) Troubleshoot issues and provide bug fixes Experience consuming & creating SOAP & REST interfaces Commanding grasp of HTML, CSS, and related web technologies, Experience developing UI interface/component Knowledge of cloud services, SQL Server 2016 and above, Benefits 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, teambuilding activities for bonding between team Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure, Employee Referral Programs: Bonuses or incentives for referring qualified candidates -

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 / Nasik / Pune /Ahmedabad / Kutch / Bhuj Employment Type Full time / Consultant Full time Key Responsibilities Guide individuals in making informed financial decisions for longterm financial well-being, Represent Finnovate at conferences, meetings, and industry events to promote financial education, Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs, Build strong relationships with clients by understanding their goals and offering personalized solutions, Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice, Analyze financial data, track progress, and optimize financial plans for better results, Qualification & Skills Strong knowledge of financial planning, investment strategies, and wealth management, Excellent communication and interpersonal skills to educate and engage clients, Analytical mindset with the ability to assess financial data and provide strategic recommendations, Self-driven, goal-oriented, and passionate about helping others achieve financial success, Bachelors degree in finance, economics, or a related field (MBAFinance preferred) CFP certification is a plus, Years Of Experience 4-5 years of experience in financial advisory or related fields, 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, teambuilding 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, How to join our DreamTeam Apply with a copy of your resume Assessment Test HR round to know you better Round with the respective location head Final managerial round Working Days Monday to Saturday (Saturday Half Day) Working Time 30am to 5 30 am to 6

Job Description Role Overview: We are looking for a Telecaller to contact potential customers via phone and email The main responsibility is to fix meetings with interested prospects, helping us improve outreach and speed up communication, Key Responsibilities Call and email leads from the company database, Introduce our products/services and explain their benefits, Schedule meetings for the sales or business development team, Maintain and update the database with call details and responses, Follow up with potential clients to confirm appointments, Provide daily reports on calls, emails, and scheduled meetings, Requirements Skills & Requirements: Good communication skill in Gujarati is a must Having good command over English would be advantageous, Basic knowledge of email writing and telephone etiquette, Confidence in speaking with potential customers, Ability to handle rejections and maintain professionalism,

Job Description 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,

Job Description Title: Financial Planning Specialist / BDM – Financial Advisory / Financial Planning Expert Are you passionate about empowering people with financial knowledge? Do you thrive on helping individuals make smart financial decisions for a secure future? If yes, then this role is for you! Key Responsibilities ü Build strong relationships with clients by understanding their goals and offering personalized financial solutions. ü Guide individuals in making informed financial decisions for long-term financial well-being. ü Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. ü Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. ü Analyze financial data, track progress, and optimize financial plans for better results. ü Represent Finnovate at conferences, meetings, and industry events to promote financial education. Requirements Qualifications & Skills: ü Bachelor’s degree in finance, economics, or a related field (MBA-Finance preferred). ü A CFP certification would be a definite advantage, alternatively should have a NISM XA – XB qualification or working towards the same ü Minimum of 7 years of experience in financial advisory or related fields of which atleast 3 years should be in a leadership position ü Strong knowledge of financial planning, investment strategies, and wealth management. ü Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients. ü Analytical mindset with the ability to assess financial data and provide strategic recommendations. ü Self-driven, goal-oriented, and passionate about helping others achieve financial success. This role is ideal for professionals passionate about financial education and empowerment, helping individuals and businesses make informed financial choices for a secure future. Why Should You Choose 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. Benefits Benefits on being a part of Finnovate: ü Health Insurance: Coverage including options for dependents. ü Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay. ü Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave. ü Professional Development: Opportunities for training, workshops, conferences to support employees' career growth. ü Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions. ü Company Events and Celebrations: Company outings, team-building activities for bonding between team members ü 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. 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=""> Show more Show less

Develop strategies to connect with doctors and introduce the FinnFit Test, Explain the benefits of the FinnFit Test clearly and professionally, Build strong relationships to encourage increased test recommendations, Requirements What Were Looking For: Excellent communication and interpersonal skills, A proactive, ambitious, and goal-oriented mindset, Passion for learning and making a positive impact, Must have a personal laptop, Note: This is a field-based marketing internship Be prepared for hands-on, on-the-ground work, Benefits Why Join Us Gain real-world marketing experience, Build a professional network with industry experts, Enhance your skills in communication, outreach, and relationship management, Top performers will be offered a Pre-Placement

Job Description Job Title: Content Writer Reporting To AVP Marketing 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 Employment Type Full time Key Responsibilities Write content that engages with our TGPR articles, blogs, newsletters, video scripts, etc Collaborate with our in-house financial experts to create content, Stay on top of industry trends and news, and incorporate it in your content Requirements Qualification & Skills: Strong understanding of financial concepts Content writing experience in finance domain Good to have: Educational background or certification in finance Years Of Experience 1+ year of content writing experience in finance domain Benefits 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, teambuilding activities for bonding between team members

Job Description Job Title: Alliance Relationship Executive Job Overview We are seeking a highly motivated and experienced Marketing Partnership Manager with a background in the Healthcare/pharmaceutical industry You will work closely with hospitals, doctors' associations, and pharma companies to establish partnerships and organize initiatives that help doctors achieve their financial goals The ideal candidate will have strong relationships with doctors and will be responsible for generating qualified leads through webinars, events, meetings etc The role involves traveling across Mumbai, Pune, Nashik, Ahmedabad, Gandhidham, Bhuj, Gujarat, and other locations as needed, Reporting To Branch Manager 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: The role involves traveling across Mumbai, Pune, Nashik, Ahmedabad, Gandhidham, Bhuj, Gujarat, and other locations as needed, Employment Type Full time Key Responsibilities Doctor Database Collection: Build and maintain a comprehensive doctor database for outreach and lead funnel, Ensure accurate and up-to-date information for targeted engagement, HNI Doctors Meetings (Round Table): Organize sessions on financial fitness for HNI doctors for internal/external experts, Meetings with Doctors for FinnFit Expert Discussions: Set up one-on-one meetings with doctors to discuss financial planning, Partnerships with Doctors' Associations: Reach out to doctors' associations for partnerships Organize in-person events, webinars, and RTMs in collaboration with these associations, Collaboration with Top Hospitals: Establish partnerships with hospitals (100+ beds) for Financial Fitness initiatives, Set up events or stalls to promote Financial Fitness among doctors, Webinars: Organize and manage webinars focusing on doctorsfinancial education, Ensure good participation and engagement from doctors, Pharma Company Partnerships (Doctors Event): Partner with pharmaceutical companies to host Financial Fitness events for doctors, Collaborate on organizing events that focus on doctors' financial health, Events (Hosting and Participating): Host or participate in Doctors events aimed at educating doctors about financial planning, Qualification & Skills Proven track record of organizing events, webinars, or round tables, Strong communication and relationship-building skills, Ability to work independently and manage multiple initiatives, Enthusiasm for educating doctors on Financial Fitness topics, Prior finance knowledge is not necessary Years Of Experience 2-3 YearsExperience in the healthcare/pharmaceutical industry with strong connections to doctors 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, How To Join Our Dream-Team Apply with a copy of your resume Assessment Test HR round to know you better Round with the respective location head Final managerial round Working Days Monday to Saturday (Saturday Half Day) Working Time 30am to 5 30 am to 6

Job Description Why should you choose 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, Job Title: Financial Fitness Expert Are you passionate about empowering people with financial knowledgeDo you thrive on helping individuals make smart financial decisions for a secure futureIf yes, then this role is for you! Key Responsibilities Guide individuals in making informed financial decisions for long-term financial well-being, Represent Finnovate at conferences, meetings, and industry events to promote financial education, Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs, Build strong relationships with clients by understanding their goals and offering personalized solutions, Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice, Analyze financial data, track progress, and optimize financial plans for better results, Requirements Qualifications & Skills: Strong knowledge of financial planning, investment strategies, and wealth management, Excellent communication and interpersonal skills to educate and engage clients, Analytical mindset with the ability to assess financial data and provide strategic recommendations, Self-driven, goal-oriented, and passionate about helping others achieve financial success, Bachelors degree in finance, economics, or a related field (MBA-Finance preferred) CFP certification is a plus, 4-5 years of experience in financial advisory or related fields, This role is perfect for a go-getter who is ambitious, confident, and eager to make a real impact in the world of financial wellness If youre ready to inspire, educate, and lead, join us at Finnovate! Benefits 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

Job Description Job Title: SEO Specialist Reporting To AVP Marketing 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 Employment Type Full time Key Responsibilities Develop and execute SEO strategies to improve organic visibility and drive quality traffic to Finnovate's website, Perform detailed keyword research and optimize website content, landing pages, and blog posts to align with user intent, Conduct technical SEO audits and collaborate with developers to resolve website issues such as page speed, crawl errors, and indexing problems, Build and manage high-quality backlinks through ethical link-building strategies and partnerships, Optimize Finnovate's local SEO presence, including managing Google My Business (GMB) profiles and improving local citations, Track, analyze, and report on website performance, keyword rankings, and user behavior using tools like Google Analytics and Google Search Console, Stay updated on the latest SEO trends and search engine algorithm updates, ensuring Finnovate remains competitive in the digital landscape, Collaborate with content and marketing teams to create and promote SEO-friendly content, Conduct competitor analysis to identify growth opportunities and refine strategies for better impact, Qualification & Skills Strong knowledge of on-page, off-page, and technical SEO practices, Hands-on experience with SEO tools like Google Analytics, Search Console, SEMrush, Ahrefs, or Moz, Understanding of HTML, CSS, and website architecture is a plus, Analytical mindset with the ability to interpret data and derive actionable insights, Excellent written and verbal communication skills to collaborate with cross-functional teams, Ability to work in a fast-paced, high-growth environment with a focus on results, Passion for staying ahead of digital marketing trends and driving continuous improvement, Years Of Experience 2-3 years in SEO with a proven track record of creating significant impact on website performance and organic growth, 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, teambuilding 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, How to join our DreamTeam Apply with a copy of your resume Assessment Test HR round to know you better Round with the respective location head Final managerial round Working Days Monday to Saturday (Saturday Half Day) Working Time 30am to 5 30 am to 6

We are seeking a highly motivated and experienced Marketing Partnership Manager with a background in the Healthcare/pharmaceutical industry You will work closely with hospitals, doctors' associations, and pharma companies to establish partnerships and organize initiatives that help doctors achieve their financial goals The ideal candidate will have strong relationships with doctors and will be responsible for generating qualified leads through webinars, events, meetings etc The role involves traveling across Mumbai, Pune, Nashik, Ahmedabad, Gandhidham, Bhuj, Gujarat, and other locations as needed, Key Responsibilities Doctor Database Collection: Build and maintain a comprehensive doctor database for outreach and lead funnel, Ensure accurate and up-to-date information for targeted engagement, HNI Doctors Meetings (Round Table): Organize sessions on financial fitness for HNI doctors for internal/external experts, Meetings with Doctors for FinnFit Expert Discussions: Set up one-on-one meetings with doctors to discuss financial planning, Partnerships with Doctors' Associations: Reach out to doctors' associations for partnerships Organize in-person events, webinars, and RTMs in collaboration with these associations, Collaboration with Top Hospitals: Establish partnerships with hospitals (100+ beds) for Financial Fitness initiatives, Set up events or stalls to promote Financial Fitness among doctors, Webinars: Organize and manage webinars focusing on doctorsfinancial education, Ensure good participation and engagement from doctors, Pharma Company Partnerships (Doctors Event): Partner with pharmaceutical companies to host Financial Fitness events for doctors, Collaborate on organizing events that focus on doctors' financial health, Events (Hosting and Participating): Host or participate in Doctors events aimed at educating doctors about financial planning Requirements What Were Looking For: 2-3 YearsExperience in the healthcare/pharmaceutical industry with strong connections to doctors, Proven track record of organizing events, webinars, or round tables, Strong communication and relationship-building skills, Ability to work independently and manage multiple initiatives, Enthusiasm for educating doctors on Financial Fitness topics, Prior finance knowledge is not necessary

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 Requirements 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 Show more Show less

Job Description 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 Benefits On Being a Part Of Finnovate ü Health Insurance: Coverage including options for dependents. ü Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay. ü Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave. ü Professional Development: Opportunities for training, workshops, conferences to support employees' career growth. ü Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions. ü Company Events and Celebrations: Company outings, team- building activities for bonding between team members ü Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure. ü 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) 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=""> Show more Show less

Job Description 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 Benefits On Being a Part Of Finnovate ü Health Insurance: Coverage including options for dependents. ü Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay. ü Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave. ü Professional Development: Opportunities for training, workshops, conferences to support employees' career growth. ü Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions. ü Company Events and Celebrations: Company outings, team- building activities for bonding between team members ü Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure. ü 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) 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=""> Show more Show less

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 Show more Show less

Job Description Job Title: Marketing Partnership Manager Location: Mumbai, India Company: Finnovate About Finnovate Finnovate is a financial planning platform that specializes in providing busy doctors with a disciplined approach to help them achieve their financial goals safely, surely, swiftly. With over 3000 doctors already benefiting from our FinnFit™ Financial Planning process, we are looking to expand our reach by engaging more healthcare professionals. Join us in making a difference in doctors' financial lives! Job Overview We are seeking a highly motivated and experienced Marketing Partnership Manager with a background in the Healthcare/pharmaceutical industry. You will work closely with hospitals, doctors' associations, and pharma companies to establish partnerships and organize initiatives that help doctors achieve their financial goals. The ideal candidate will have strong relationships with doctors and will be responsible for generating qualified leads through webinars, events, meetings etc. The role involves traveling across Mumbai, Pune, Nashik, Ahmedabad, Gandhidham, Bhuj, Gujarat, and other locations as needed. Key Responsibilities Doctor Database Collection: Build and maintain a comprehensive doctor database for outreach and lead funnel. Ensure accurate and up-to-date information for targeted engagement. HNI Doctors Meetings (Round Table): Organize sessions on financial fitness for HNI doctors for internal/external experts. Meetings with Doctors for FinnFit Expert Discussions: Set up one-on-one meetings with doctors to discuss financial planning. Partnerships with Doctors' Associations: Reach out to doctors' associations for partnerships Organize in-person events, webinars, and RTMs in collaboration with these associations. Collaboration with Top Hospitals: Establish partnerships with hospitals (100+ beds) for Financial Fitness initiatives. Set up events or stalls to promote Financial Fitness among doctors. Webinars: Organize and manage webinars focusing on doctors’ financial education. Ensure good participation and engagement from doctors. Pharma Company Partnerships (Doctors Event): Partner with pharmaceutical companies to host Financial Fitness events for doctors. Collaborate on organizing events that focus on doctors' financial health. Events (Hosting and Participating): Host or participate in Doctor’s events aimed at educating doctors about financial planning. What We’re Looking For 2-3 Years’ Experience in the healthcare/pharmaceutical industry with strong connections to doctors. Proven track record of organizing events, webinars, or round tables. Strong communication and relationship-building skills. Ability to work independently and manage multiple initiatives. Enthusiasm for educating doctors on Financial Fitness topics. Prior finance knowledge is not necessary Why Join Us? Opportunity to work with a team committed to transforming doctors' financial lives. A chance to expand your network within the healthcare and financial sectors. Competitive compensation package and growth opportunities. 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=""> Show more Show less

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) Show more Show less