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Finnovate

Presales Executive

Nashik, INOp locatieVastFulltime

Geplaatst 21 sep 2026

Deze baan is geplaatst in het EN

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

Rolschets

Type baan

Fulltime

Vereiste vaardigheden

HNI client database managementLead generation and outreachEvent planning and organizationWebinar hosting and presentationPartnership development and alliance managementInstitutional collaboration with hospitals and associationsAppointment and meeting scheduling/coordinationCommunication and interpersonal skillsProfessional networking (engaging doctors and other professionals)Self-management and ability to work independentlyWillingness and ability to travel for meetings and eventsLearning agility / quick learnerMultitasking and organizational skills

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