Presales Executive

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