Alliance Specialist/Pre-Sales Specialist/Business Development/MBA Fresher

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 largest financial planning platform that specializes in providing

successful professionals with a disciplined approach to help them achieve

their financial goals safely, surely, swiftly

To date we have

helped over 3500 professionals and their families achieve purpose and

structure to their financial lives through our FinnFit™ Financial planning

process. This is available through our experts as well as through a

transparent technology platform. We are a zero-commission, product-agnostic

and holistic SEBI-registered investment advisory (RIA) firm. Finnovate is a

customer-first platform that prioritizes unbiased advisory and is gaining

increased recognition with the rise of awareness of direct products.

Finnovate has successfully raised over USD 3

million from marque investors to drive our next league of expansion and

impact. We have recently secured a PMS license from SEBI to provide most

convenient, flexible and multi-asset portfolio management using direct

products for our clients.

We are in a growth phase where you can contribute

ideas across the spectrum, and grow into a core member of a truly

customer-first team. Finnovate offers a unique proposition where you can

experience the freedom to think and operate like an entrepreneur within the

organisation, while pursuing long-term career growth aligned with your

strengths, aspirations and demonstrated competence

Location:

Nashik

Employment Type:

Full time

Role Highlights –

& Manage HNI Client Database for outreach and lead

generation

Financial Fitness Sessions with our FinFit experts

One-on-One Meetings with doctors/ other professionals for

FinFit discussions

with various Associations for webinars, events, and

collaborations

with Top Hospitals (100+ beds) and other Commercial

Associations to promote financial wellness.

Webinars & Events to educate our clients on financial

planning

& Organize Focused Events to spread financial awareness

No

prior financial knowledge is required, you should be willing to learn and

grow your skill sets. Other skills

required include :

communication and people skills

confident in meeting new professionals

able to work independently

travel for meetings and events

with a positive attitude

good at managing multiple tasks

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)