Presales Executive

About the Role:

We are looking for an energetic Pre Sales Executive 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!

Key Responsibilities:

• Build and manage a database of HNI clients
• Organize financial awareness events and webinars
• Set up 1-on-1 meetings with professionals like doctors
• Partner with hospitals and associations for collaborations
• Attend and host events to promote financial planning

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What We’re Looking For:

• Great communication and networking skills
• Confident and self-motivated
• Open to travel for meetings and events
• Quick learner with a positive attitude
• Well-organized and able to manage multiple tasks
• (No finance background needed—we'll train you!)

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Perks & Benefits:

• Health insurance (includes dependents)
• Paid time off and holidays
• Paid parental leave
• Learning and development programs
• Rewards & performance bonuses
• Fun company events and celebrations