Presales Executive

Finnovate; Nashik District; On-site; INR 400,000 - 700,000; Full time

Job summary

Finnovate in Nashik is seeking an Alliance Specialist (Pre-Sales) to grow our HNI client base and drive outreach through partnerships with doctors, hospitals, and associations. You will organize FinFit sessions and schedule one-on-one meetings to discuss financial wellness.

No prior financial knowledge is required; you will learn and grow while traveling for meetings and events. Strong communication and independent work style are important assets.

Qualifications

• No prior financial knowledge is required; you will learn on the job.
• Strong communication and people skills are essential.
• Self-driven, organized, and able to manage multiple tasks.
• Willing to travel for meetings and events.

Responsibilities

• Build and manage an HNI client database for outreach and lead generation.
• Organize FinFit sessions with our experts.
• Schedule one-on-one meetings with doctors and professionals for FinFit discussions.
• Partner with associations for webinars, events, and collaborations.
• Collaborate with hospitals and 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

Communication skills

People skills

Energetic demeanor

Independent work

Willingness to travel

Quick learner

Organized

Job description

Job Title: Alliance Specialist (Pre-Sales Specialist)

Reporting To: Branch Manager

Location: Nashik

Employment Type: Full time

Key Responsibilities:

Role Highlights –

• 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