Pre Sales Executive

About the Role:

We are looking for an energetic Alliance Executive(Pre-Sales) to help us connect with doctors, HNI clients, and commercial associations. If you enjoy meeting people, organizing events, and want to make a difference in others' financial lives, this is the role for you!Our clients are successful professionals who are short on time and need your help to plan their finances better. You will set up webinars, meetings, and partner with hospitals or associations to spread financial awareness.

About Finnovate:

Finnovate is India’s first financial planning company focused on making every Indian financially fit. We help professionals manage budgeting, taxes, investments, insurance, and estate planning through our FinFit™ Model—not by selling products, but by offering smart financial advice. We’ve already helped 3,000+ professionals!Requirements

Key Responsibilities:

Build and manage a database of HNI clientsOrganize financial awareness events and webinarsSet up 1-on-1 meetings with professionals like doctorsPartner with hospitals and associations for collaborationsAttend and host events to promote financial planning

What We’re Looking For:

Great communication and networking skillsConfident and self-motivatedOpen to travel for meetings and eventsQuick learner with a positive attitudeWell-organized and able to manage multiple tasks(No finance background needed—we'll train you!)Benefits

Perks & Benefits:

Health insurance (includes dependents)Paid time off and holidaysPaid parental leaveLearning and development programsRewards & performance bonusesFun company events and celebrations