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
Requirements
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
Job description provided by Finnovate.
View the original posting