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
Job description provided by Finnovate.
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