Pre-sales

4 days ago


Bhuj, India FINNOVATE Full time

**Job Title**:
Pre
- Sales

**Job Overview**:
**Reporting To**:
Branch Manager

**About Finnovate**:
Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.

**Employment Type**:
Full time

**Key Responsibilities**:

- **Doctor Database Collection**:

- Build and maintain a comprehensive doctor database for outreach and lead funnel.
- Ensure accurate and up-to-date information for targeted engagement.
- **TASC data collection**:

- Build and maintain a comprehensive TASC database for outreach and lead funnel.
- Ensure accurate and up-to-date information for targeted engagement.
- **Round Table Meetings with Trustees/committee members**:

- Organize sessions on financial fitness for HNI members and investments done by TASC entities.
- **Meetings with Leads for FinnFit Expert Discussions**:

- Set up one-on-one meetings with key stakeholders to discuss financial planning.
- **Partnerships with TASC entities**:

- Organize in-person events, webinars, and RTMs in collaboration with these associations.
- **Webinars**:

- Organize and manage webinars focusing on financial education.
- Ensure good participation and engagement from audience.
- **Events (Hosting and Participating)**:
Host or participate in TASC events with the aim of establishing Finnovate as trusted wealth manager

**Qualification & Skills**:

- Proven track record of organizing events, webinars, or round tables.
- Strong communication and relationship-building skills.
- Ability to work independently and manage multiple initiatives.
- Enthusiasm for educating doctors on Financial Fitness topics.
- Prior finance knowledge is not necessary

**Years of Experience**:
2-3 Years’ Experience in the healthcare/pharmaceutical industry with strong connections to doctors

**Benefits on being a part of Finnovate**:

- Health Insurance: Coverage including options for dependents.
- Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay.
- Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.
- Professional Development: Opportunities for training, workshops, conferences to support employees' career growth.
- Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions.
- Company Events and Celebrations: Company outings, team-building activities for bonding between team members
- Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.

**Working Days**

Monday to Saturday

(Saturday - Half Day)

**Working Time**

8.30am to 5.30pm

9.30 am to 6.30pm

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

Pay: ₹10,789.86 - ₹40,000.00 per month

Schedule:

- Day shift

Work Location: In person



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