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 skilled 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
w

📌 Alliance Specialist (Pune)
🏢 Finnovate
📍 Pune