Own Client Relationships: Act as the primary contact for clients using FinAware Product Walkthroughs: Conducting smooth demos of product & platform to prospective clients. Plan & Execute IAPs: Manage scheduling, trainers, logistics, and delivery for online/offline sessions. Data & Reporting: Track program performance on Finaware and deliver meaningful insights to clients. Research: Continuous research engagements checking on financial literacy programs. Ensure Compliance: Align all programs with SEBI regulations and maintain complete audit trails. Skillls : Excellent communication & presentation skills (English required; Hindi/Marathi is a plus). Strong coordination, organizational skills, and attention to detail. Proficiency in MS Excel, PowerPoint, and online meeting tools. A relationship-builder who enjoys meeting and talking to people. Personality: Proactive, adaptable, and excited about learning in a fast-pacedenvironment. Experience : 1-2 years in client servicing, program coordination, BFSI sales, or investor education (financial literacy experience is a plus