HNI-Client Acquisition

Job Title:

Alliance Specialist (Pre-Sales Specialist)

Job Overview:

We’re looking for a motivated Alliance Specialist to join our team. If you’re passionate about building relationships and eager to work with HNI Clients in the Medical, Corporate World or interact with Commercial Associations and help our clients reach their financial goals, then this is the right opportunity for you !

Our clientele consist of affluent and time-constrained professionals, primarily Doctors and High Net Worth Individuals. They require support to bridge the gap in managing their financial affairs, and this is where you come in. If you have a flair for organizing webinars, events, and meetings, this role provides an ideal 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 is India’s largest financial planning platform that specializes in providing successful professionals with a disciplined approach to help them achieve their financial goals safely, surely, swiftly

To date we have helped over 3500 professionals and their families achieve purpose and structure to their financial lives through our FinnFit Financial planning process. This is available through our experts as well as through a transparent technology platform. We are a zero-commission, product-agnostic and holistic SEBI-registered investment advisory (RIA) firm. Finnovate is a customer-first platform that prioritizes unbiased advisory and is gaining increased recognition with the rise of awareness of direct products.

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

We are in a growth phase where you can contribute ideas across the spectrum, and grow into a core member of a truly customer-first team. Finnovate offers a unique proposition where you can experience the freedom to think and operate like an entrepreneur within the organisation, while pursuing long-term career growth aligned with your strengths, aspirations and demonstrated competence

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

Working Days

Monday to Saturday

(Alternative Saturdays off)

Working Time

8.30am to 5.30pm

9.30 am to 6.30pm

(Employees working on Sundays are eligible for 1 comp off)