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