Job Title: Alliance Specialist (Pre-Sales Specialist) Reporting To: Branch Manager Location: Pune 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