Sales Executive

Finnovate; Nashik District; On-site; INR 350,000 - 650,000; Full time

Job summary

Zoho in Nashik is seeking an Alliance Specialist (Pre-Sales) to build a high-quality HNI client database, coordinate financial fitness sessions, and schedule meetings with doctors and professionals for FinFit discussions.

You will partner with associations and hospitals to promote financial wellness, host webinars and events, and travel for meetings. No prior financial knowledge is required; willingness to learn and strong communication are essential.

Qualifications

• No prior financial knowledge required; willingness to learn.
• Excellent communication and people skills.
• Willing to travel for meetings/events.
• Self-driven and able to work independently.
• Organized and able to manage multiple tasks.

Responsibilities

• Build & Manage HNI client database for outreach and lead generation.
• Organize FinFit 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.

Skills

Stellar communication

People skills

Self-driven

Independent work

Willing to travel

Job description

Job Title: Alliance Specialist (Pre-Sales Specialist)

Reporting To: Branch Manager

Location: Nashik

Employment Type: Full time

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