Alliance Specialist (Pre-Sales Specialist)

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 clientele
consist of affluent and time-constrained professionals, primarily Doctors and
High Net Worth Individuals. They require support to bridge the gap in
managing their financial affairs, and this is where you come in. If you have
a flair for organizing webinars, events, and meetings, this role provides an
ideal platform to leverage these skills to benefit our clients while also
fostering your own professional growth and 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:

Pune

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:

ü  Health
Insurance: Coverage including options for dependents.

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

(Alternative
Saturdays off)

Working Time

8.30am to 5.30pm

9.30 am to 6.30pm

(Employees working on Sundays are eligible for 1 comp off)