Alliance Specialist (Pre-Sales Specialist) Finnovate

0.0 - 4.0 years

0 Lacs

ahmedabad, gujarat

On-site

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 Responsi...

Posted 3 days ago

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Alliance Specialist (Pre-Sales Specialist) Finnovate

0.0 - 4.0 years

0 Lacs

ahmedabad, gujarat

On-site

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 s...

Posted 2 months ago

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Pre-Sales Specialist/ Sales Executive / Business Development Finnovate

0.0 - 4.0 years

0 Lacs

ahmedabad, gujarat

On-site

As a valuable member of our team, you will have the exciting opportunity to build and manage a High Net Worth Individual (HNI) client database for outreach and lead generation. Your role will involve organizing Financial Fitness Sessions with our FinFit experts and scheduling One-on-One Meetings with doctors and other professionals for FinFit discussions. Additionally, you will have the responsibility to 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. Your proactive approach will be crucial in hosting Webinars & Events to educate our clients on fi...

Posted 2 months ago

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Field Sales Specialist Finnovate

0.0 - 4.0 years

0 Lacs

ahmedabad, gujarat

On-site

As a valuable member of our team, your primary responsibilities will include building and managing a High Net Worth Individual (HNI) Client Database for outreach and lead generation. You will also be responsible for organizing Financial Fitness Sessions with our FinFit experts and scheduling One-on-One Meetings with doctors and other professionals for FinFit discussions. Additionally, your role will involve partnering with various Associations for webinars, events, and collaborations, as well as collaborating with Top Hospitals (100+ beds) and other Commercial Associations to promote financial wellness. Furthermore, you will have the opportunity to host Webinars & Events to educate our clien...

Posted 2 months ago

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Alliance Executive Finnovate

0.0 - 4.0 years

0 Lacs

pune, maharashtra

On-site

As an Alliance Specialist at Finnovate, you will play a crucial role in building and managing relationships with High Net Worth Individuals (HNI) clients in the Medical and Corporate sectors, as well as interacting with Commercial Associations to help clients achieve their financial goals. Your primary responsibility will involve organizing webinars, events, and meetings to facilitate financial discussions and promote financial wellness among our clientele. Reporting directly to the Branch Manager, you will be an integral part of a team dedicated to making every Indian financially fit. Finnovate stands out as a financial planning company that focuses on creating personalized, goal-based fina...

Posted 2 months ago

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