Pre Sales Executive
4 days ago
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
Perks & 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
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