Alliance Specialist (Pre-Sales Specialist)

Finnovate; Maharashtra; On-site; INR 350,000 - 620,000; Full time

Benefits offered by this job

Paid parental leave

Professional development opportunities

Performance-based recognition

Company events and celebrations

Employee recognition programs

Employee referral bonuses

Job summary

A leading financial planning firm in India is seeking an Alliance Specialist who is passionate about establishing client relationships and managing events. This role involves working with high net worth clients, arranging financial wellness sessions, and collaborating with various associations. Ideal candidates need strong communication skills and a willingness to learn. This full-time position based in Pune offers professional development opportunities and numerous employee benefits, aiming to create a supportive and growth-oriented environment.

Qualifications

• No prior financial knowledge required; willing to learn and grow skill sets.
• Excellent communication and interpersonal skills are essential.
• Willing to travel for meetings and events as needed.

Responsibilities

• Build and manage HNI client database for outreach and lead generation.
• Organize financial fitness sessions with experts.
• Schedule one-on-one meetings with professionals.
• Partner with various associations for webinars and events.
• Collaborate with top hospitals and commercial associations.
• Host webinars to educate clients on financial planning.
• Attend and organize focused events to spread financial awareness.

Skills

Stellar communication and people skills

Energetic and confident

Self-driven and able to work independently

Willing to travel

Quick learner with a positive attitude

Organized and good at managing tasks

Job description

Job Overview:

We’re lookingfor a motivated Alliance Specialist tojoin our team. If you’re passionate about building relationships and eager towork with HNI Clients in the Medical, Corporate World or interact withCommercial Associations and help our clients reach their financial goals,then this is the right opportunity for you !

Our clienteleconsist of affluent and time-constrained professionals, primarily Doctors andHigh Net Worth Individuals. They require support to bridge the gap inmanaging their financial affairs, and this is where you come in. If you havea flair for organizing webinars, events, and meetings, this role provides anideal 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 first and only financialplanning company dedicated to making every Indian financially fit. We focuson creating personalized, goal-based financial plans—covering everything frombudgeting and taxes to investments, insurance, and estate planning.

We’re not your typical wealth management firm as wedon’t push products. Instead, we combine expert advice with smarttechnology 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 growwith 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 leadgeneration
• OrganizeFinancial Fitness Sessions with our FinFit experts
• ScheduleOne-on-One Meetings with doctors/ other professionals forFinFit discussions
• Partnerwith various Associations for webinars, events, andcollaborations
• Collaboratewith Top Hospitals (100+ beds) and other CommercialAssociations to promote financial wellness.
• HostWebinars & Events to educate our clients on financialplanning
• Attend& Organize Focused Events to spread financial awareness

Qualification & Skills:

Noprior financial knowledge is required, you should be willing to learn andgrow your skill sets. Other skillsrequired include :

• Stellarcommunication and people skills
• Energetic andconfident in meeting new professionals
• Self-driven andable to work independently
• Willing totravel for meetings and events
• Quick learnerwith a positive attitude
• Organized andgood at managing multiple tasks

Benefitson being a part of Finnovate:

• Parental Leave:Paid time off for new parents, including maternity, paternity, and adoptionleave.
• 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

Mondayto Saturday

(AlternativeSaturdays off)

Working Time

8.30am to 5.30pm

9.30 am to 6.30pm

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