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 chance 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 cor

📌 HNI-Client Acquisition (Nashik)
🏢 Finnovate
📍 Nashik