Pre Sales Executive

Finnovate; Ahmedabad District; On-site; INR 450,000 - 900,000; Full time

Benefits offered by this job

Health insurance (includes dependents)

Paid time off and holidays

Paid parental leave

Learning and development programs

Rewards & performance bonuses

Fun company events and celebrations

Job summary

Finnovate is hiring an Alliance Executive (Pre-Sales) in India to connect with doctors, HNI clients, and commercial associations. You will set up webinars, meetings, and partner with hospitals or associations to spread financial awareness.

Great communication and networking are essential. You will travel for meetings and events, build a client database, and host sessions to promote financial planning. Training is provided if you lack a finance background.

Qualifications

• Excellent communication and networking skills.
• Confident and self-motivated.
• Willing to travel for meetings and events.
• Well-organized and able to manage multiple tasks.
• No finance background required; training provided.

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

Communication

Networking

Self-motivation

Travel willingness

Organization

Learning agility

Job description

Job Description

About the Role

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!

Requirements

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!)

Benefits

• Health insurance (includes dependents)
• Paid time off and holidays
• Paid parental leave
• Learning and development programs
• Rewards & performance bonuses
• Fun company events and celebrations