HNI-Client Acquisition

Finnovate; Nashik District; On-site; INR 350,000 - 520,000; Full time

Job summary

Finnovate in Nashik is seeking an Alliance Specialist to build and manage an HNI client database, organize financial fitness sessions, and schedule one-on-one meetings with doctors and other professionals for FinFit discussions.

You will partner with associations and hospitals to promote financial wellness, host webinars and events, and contribute to spreading financial awareness among affluent clients.

Qualifications

• No prior financial knowledge is required; willingness to learn and grow.
• Strong communication and people skills.
• Willing to travel for meetings and events.

Responsibilities

• Build & Manage HNI Client Database for outreach and lead generation.
• Organize Financial Fitness Sessions with FinFit experts.
• Schedule one-on-one meetings with doctors and 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 and events to educate clients on financial planning.
• Attend and organize focused events to spread financial awareness.

Skills

Stellar communication

People skills

Energetic and confident

Self-driven

Willing to travel

Quick learner

Organized

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 isIndia’s largest financial planning platform that specializes in providingsuccessful professionals with a disciplined approach to help them achievetheir financial goals safely, surely, swiftly

To date we havehelped over 3500 professionals and their families achieve purpose andstructure to their financial lives through our FinnFit™ Financial planningprocess. This is available through our experts as well as through atransparent technology platform. We are a zero-commission, product-agnosticand holistic SEBI-registered investment advisory (RIA) firm. Finnovate is acustomer-first platform that prioritizes unbiased advisory and is gainingincreased recognition with the rise of awareness of direct products.

Finnovate has successfully raised over USD 3million from marque investors to drive our next league of expansion andimpact. We have recently secured a PMS license from SEBI to provide mostconvenient, flexible and multi-asset portfolio management using directproducts for our clients.

We are in a growth phase where you can contributeideas across the spectrum, and grow into a core member of a trulycustomer-first team. Finnovate offers a unique proposition where you canexperience the freedom to think and operate like an entrepreneur within theorganisation, while pursuing long-term career growth aligned with yourstrengths, aspirations and demonstrated competence

Location:

Nashik

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

Working Days

Monday to 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)