About the role
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