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
No prior financial knowledge is required, you should be willing to learn and grow your skill sets.