Finnovate Jobs

Pre Sales Executive

Finnovate

Pre Sales Executive

Posted Yesterday

Be an Early Applicant

Ahmadābād, Gujaraat, IND

In-Office

Entry level

Fintech • Software • Financial Services

The Role

Build and manage HNI client databases, organize financial awareness events and webinars, schedule meetings with professionals, develop hospital and association partnerships, and represent the company at promotional events. The role emphasizes networking, communication, organization, self-motivation, and willingness to travel. No finance background is required, as training is provided.

Summary Generated by Built In

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

Skills Required

Strong communication and networking skills
Confidence and self-motivation
Willingness to travel for meetings and events
Ability to learn quickly
Positive attitude
Strong organizational and multitasking skills

View all jobs at Finnovate

View Finnovate Profile

Report Job

Am I A Good Fit?

beta

Get Personalized Job Insights.

Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company

Mumbai, Maharashtra

89 Employees

Year Founded: 2007

What We Do

At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly. Our comprehensive financial planning platform is designed to add purpose and structure to your financial life, ensuring you reach your financial goals with confidence. To date, we have helped over 3000 professionals and their families reach their financial goals through our FinnFit™ Financial Planning Process. Our process is available through our team of FinnFit expert and a transparent, user-friendly technology platform, ensuring accessibility and convenience for all our clients. Our commitment to excellence has earned us the trust of marquee professionals, who not only opted our services but have also chosen to invest in our business. This endorsement speaks volumes about the quality and reliability of Finnovate. Join us at Finnovate and experience the 'professional class' service that has transformed the financial lives of thousands. Let us help you achieve your financial goals with discipline and confidence.