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 |