About the role

Motivated Alliance Specialist to build relationships with HNI clients in medical and corporate sectors. Lead outreach, manage client database, organize financial fitness sessions, webinars, and events. Partner with associations, hospitals, and commercial groups to promote financial wellness. Host educational webinars and focus events. Drive one-on-one meetings with doctors and professionals to discuss FinFit plans. Foster professional growth and success while supporting affluent clients’ financial goals.

What you’ll do

Build & manage HNI client database for outreach and lead generation
Organize financial fitness sessions with FinFit experts
Schedule one-on-one meetings with doctors and professionals for FinFit discussions
Partner with associations for webinars, events, collaborations
Collaborate with top hospitals and commercial associations to promote financial wellness
Host webinars & events to educate clients on financial planning
Attend & organize focused events to spread financial awareness

What you’ll bring

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

Skills

CommunicationPeople SkillsSelf-DrivenTravelQuick LearnerOrganized

Benefits

Health Insurance coverage incl. dependents
Paid parental leave (maternity, paternity, adoption)
Professional development training, workshops, conferences
Performance-based variable pay or recognition programs
Company outings, team-building activities
Employee recognition awards, incentives
Referral bonuses for qualified hires