Pre-Sales / Alliance Executive/Business Development

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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