Alliance Specialist (Pre-Sales Specialist)

As the HNI Client Database Manager, you will be responsible for building and managing a database of High Net Worth Individuals to facilitate outreach and lead generation. You will coordinate Financial Fitness Sessions with our FinFit experts, schedule One-on-One Meetings with doctors and other professionals for in-depth FinFit discussions, and partner with various Associations for webinars, events, and collaborations. Additionally, you will collaborate with Top Hospitals and Commercial Associations to promote financial wellness, host educational Webinars & Events on financial planning, and attend Focused Events to spread financial awareness. The ideal candidate for this role should possess stellar communication and people skills, be energetic and confident in meeting new professionals, self-driven and able to work independently, willing to travel for meetings and events, a quick learner with a positive attitude, and organized with the ability to manage multiple tasks effectively. Prior financial knowledge is not required, as long as you are willing to learn and grow your skill sets to excel in this dynamic position.,