Identify, connect, and tie up with corporates to arrange financial wellness sessions/events.
Coordinate with HR/Management of corporates to arrange sessions/events on Financial Planning, Tax Planning, Retirement Planning, Estate Planning, Investment Basics & Wealth Creation, Home Purchase Strategy & Emergency Fund Planning.
Schedule and ensure a minimum of 2 corporate events per week.
Work closely with Wealthvault's internal team to ensure smooth event execution.
Engage with HR/decision-makers of corporates whose employees have a minimum average basic salary of ?50,000 and above.
Ensure corporates share employee attendee database (emails & contacts) and facilitate 3-4 day slots for Wealthvault team's post-session assistance.
Arrange and coordinate events/sessions only within a 50 km radius from Chandigarh.