Job Description
Job Title: Alliance Specialist (Pre-Sales Specialist) Reporting To: Branch Manager Location: Pune 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 Willin...