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 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 professional 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 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: Mumbai, Pune, Nashik, Ahmedabad

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  Health Insurance: Coverage including options for dependents.

 Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay.

 Parental Leave: Paid time off for new parents, including maternity,

paternity, and adoption leave.

 Career development: Opportunities for training, workshops,

conferences to support employees' career growth.

 Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions.

 Company Events and Celebrations: Company outings, team-

building activities for bonding between team members

 Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.

 Employee Referral Programs: Bonuses or incentives for referring

Qualified Candidates Who Are Hired By The Company. Working Days Monday to Saturday

(Saturday – Half Day)

Working Time 8.30am to 5.30pm

9.30 am to 6.30pm

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

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📌 Alliance Executive | Sales Executive | MBA fresher (Pune)
🏢 Finnovate
📍 Pune