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
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
- No prior financial knowledge required; willingness to learn and grow skills
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.
