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 recent 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