Finnovate
Website:
finnovate.in
Job details:
Job Description
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 good at managing multiple tasks
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