Pre-Sales / Alliance Executive/Business Development

Finnovate; Maharashtra; On-site; INR 400,000 - 650,000; Full time

Job summary

Finnovate in Pune is seeking an Alliance Specialist (Pre-Sales Specialist) to build and manage client networks, organize FinFit sessions, and schedule meetings with professionals for financial wellness discussions.

You will collaborate with associations, hospitals, and doctors to promote financial planning through webinars and events, traveling as needed to meet clients and partners.

Qualifications

• No prior financial knowledge is required; you should be willing to learn and grow your skill sets.
• Stellar 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 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.

Skills

Stellar communication

People skills

Self-driven

Willing to travel

Quick learner

Organized

Job description

Job Title

Alliance Specialist (Pre-Sales Specialist)

Reporting To

Branch Manager

Location

Pune

Employment Type

Full time

Key Responsibilities

• 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