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 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

Habilidades requeridas

Client Database ManagementLead GenerationEvent & Webinar CoordinationClient Meeting CoordinationPartnership DevelopmentInstitutional Relationship Management (hospitals & associations)Presentation & Webinar HostingProfessional NetworkingInterpersonal CommunicationProspecting & Cold OutreachSelf-management / Independent WorkingField Sales / On-site Engagement (willingness to travel)Organizational & Multitasking SkillsFoundational Financial Literacy (willingness to learn)

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