Pre Sales Executive

Finnovate; India; On-site; INR 300,000 - 450,000; Full time

Job summary

A leading financial planning company in Ahmedabad is seeking an energetic Alliance Executive to connect with doctors and high-net-worth individuals. You will organize financial awareness events, set up meetings, and partner with hospitals. Ideal candidates have strong communication skills and are self-motivated, but no finance background is required as training will be provided. This role offers a chance to make a real difference in professionals' financial lives.

Qualifications

• No finance background needed—we'll train you.
• Open to travel for meetings and events.
• Quick learner with a positive attitude.

Responsibilities

• Build and manage a database of HNI clients.
• Organize financial awareness events and webinars.
• Set up 1-on-1 meetings with professionals like doctors.
• Partner with hospitals and associations for collaborations.
• Attend and host events to promote financial planning.

Skills

Great communication and networking skills

Confident and self-motivated

Well-organized

Positive attitude

Job description

Ahmadabad City, India | Posted on 08/28/2025

We are looking for an energetic Alliance Executive(Pre-Sales) to help us connect with doctors, HNI clients, and commercial associations. If you enjoy meeting people, organizing events, and want to make a difference in others' financial lives, this is the role for you!

Our clients are successful professionals who are short on time and need your help to plan their finances better. You will set up webinars, meetings, and partner with hospitals or associations to spread financial awareness.

About Finnovate

Finnovate is India’s first financial planning company focused on making every Indian financially fit. We help professionals manage budgeting, taxes, investments, insurance, and estate planning through our FinFit Model—not by selling products, but by offering smart financial advice. We’ve already helped 3,000+ professionals!

Key Responsibilities

• Build and manage a database of HNI clients
• Organize financial awareness events and webinars
• Set up 1-on-1 meetings with professionals like doctors
• Partner with hospitals and associations for collaborations
• Attend and host events to promote financial planning

What We’re Looking For

• Great communication and networking skills
• Confident and self-motivated
• Open to travel for meetings and events
• Quick learner with a positive attitude
• Well-organized and able to manage multiple tasks
• (No finance background needed—we'll train you!)