Alliance Specialist (Pre-Sales Specialist)

Role Overview: You will be responsible for building and managing the HNI Client Database for outreach and lead generation. Additionally, you will organize Financial Fitness Sessions with our FinFit experts and schedule One-on-One Meetings with doctors/other professionals for FinFit discussions. You will also partner with various Associations for webinars, events, and collaborations, as well as collaborate with Top Hospitals (100+ beds) and other Commercial Associations to promote financial wellness. Hosting Webinars & Events to educate clients on financial planning and attending & organizing Focused Events to spread financial awareness will also be part of your responsibilities. Key Responsibilities: - 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 clients on financial planning - Attend & Organize Focused Events to spread financial awareness Qualifications Required: - No prior financial knowledge is required, but you should be willing to learn and grow your skill sets - 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,