Alliance Specialist

Responsibilities

• Build and manage HNI client database for outreach and lead generation
• Organize financial fitness sessions with FinFit experts
• Schedule one-on-one meetings with doctors and other professionals
• Partner with various associations for webinars, events, and collaborations
• Collaborate with top hospitals and commercial associations to promote financial wellness
• Host webinars and events to educate clients on financial planning
• Attend and organize focused events to spread financial awareness

Requirements

• Stellar communication and people skills
• Energetic and confident in meeting new professionals
• Self-driven and able to work independently
• Willingness to travel for meetings and events
• Quick learner with a positive attitude
• Organized and capable of managing multiple tasks

Benefits

• Health Insurance including options for dependents
• Paid parental leave (maternity, paternity, and adoption)
• Professional development opportunities through training and workshops
• Performance-based recognition and incentives
• Company events and team-building activities
• Employee recognition and referral programs

About the Company

Finnovate is India’s first and only financial planning company dedicated to making every Indian financially fit. We focus on creating personalized, goal-based financial plans using a unique FinFit™ planning model that combines expert advice with smart technology.