Job Description

Key Responsibilities:

? TASC data collection:

o Build and maintain a comprehensive TASC database for outreach and lead funnel.

o Ensure accurate and up-to-date information for targeted engagement.

? Round Table Meetings with Trustees/committee members:

o Organize sessions on financial fitness for HNI members and investments done by TASC entities.

? Meetings with Leads for Organization's Expert Discussions:

o Set up one-on-one meetings with key stakeholders to discuss financial planning.

? Partnerships with TASC entities:

o Organize in-person events, webinars, and RTMs in collaboration with these associations.

? Webinars:

o Organize and manage webinars focusing on financial education.

o Ensure good participation and engagement from audience.

? Events (Hosting and Participating):

o Host or participate in TASC events with the aim of establishing Organization as trusted wealth manager

Qualification & Skills:

? Proven track record of organizing events, webinars, or round tables.

? Strong communication and relationship-building skills.

? Ability to work independently and manage multiple initiatives.

?

Prior finance knowledge is not necessary

Years of Experience:

2-3 Years' Experience in working with TASC and strong connections to Key decision makers

Job Type: Full-time

Pay: Up to ?400,000.00 per year

Schedule:

Day shift
Application Question(s):

Current CTC Expected CTC Notice Period:
Language:

Gujarati (Preferred)
Work Location: In person

Speak with the employer

+91 9833987480