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

Requirements
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 current 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

📌 Pre-Sales Specialist/ Sales Executive (Ahmedabad)
🏢 Finnovate
📍 Ahmedabad