Pre -Sales / Alliance Executive/Business Development

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