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 valuable at managing multiple tasks

📌 Pre-Sales / Alliance Executive/Business Development (Pune)
🏢 Finnovate
📍 Pune