Alliance Executive | Sales Executive | MBA fresher

Job Description

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.

Professional 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)

Requirements

Rapport-Building : AbilityComfort level during call, small talk ability, warmth in tone Energy Level : Enthusiasm, extroverted personality, positive attitude Listening Skills : Ability to understand questions, respond thoughtfully Relevant Experience : Telesales / tele calling / client interaction experience CRM Tool : ComfortBasic familiarity with CRM or Google Sheets Follow-Up : Knows importance of follow-ups and reminders Availability & Flexibility : Ready to work as per required hours and targets Interest in Financial ServicesBasic interest / curiosity about the role / industry Overall Fit for Finnovate CultureCoachable, receptive to feedback, polite, driven