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 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

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