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:
Mumbai/Nashik/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 Hosp

📌 Pre sales (Pune)
🏢 NextHire
📍 Pune