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 prospect 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 skilled 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 specialists 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 –

ï· Build & Manage HNI Client Database for outreach and lead

generation

ï· Organize Financial Fitness Sessions with our FinFit experts

ï· Schedule One-on-One Meetings with doctors/ other

professionals for FinFit discussions

ï· Partner with various Associations for webinars, events, and

collaborations

ï· Collaborate with Top Hospitals (100+ beds) and other

Commercial Associations to pr

📌 Alliance Executive Sales Executive Mba Fresher Pune
🏢 Finnovate
📍 Pune