About the role
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
·Willing to
travel for meetings and events
·Quick learner
with a positive attitude
·Organized and
good at managing multiple tasks