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
Requirements
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
Skills Required
- Stellar communication and people skills
- Energetic and confident when meeting new professionals
- Self-driven and able to work independently
- Willingness to travel for meetings and events
- Quick learner with a positive attitude
- Organized and able to manage multiple tasks
- Prior financial knowledge
What We Do
At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly. Our comprehensive financial planning platform is designed to add purpose and structure to your financial life, ensuring you reach your financial goals with confidence. To date, we have helped over 3000 professionals and their families reach their financial goals through our FinnFit™ Financial Planning Process. Our process is available through our team of FinnFit expert and a transparent, user-friendly technology platform, ensuring accessibility and convenience for all our clients. Our commitment to excellence has earned us the trust of marquee professionals, who not only opted our services but have also chosen to invest in our business. This endorsement speaks volumes about the quality and reliability of Finnovate. Join us at Finnovate and experience the 'professional class' service that has transformed the financial lives of thousands. Let us help you achieve your financial goals with discipline and confidence.
