Roles & Responsibilities
Generate leads through cold calling and outbound prospecting activities.
Assist Senior Relationship Managers in scheduling meetings and managing client interactions.
Coordinate with prospective clients and ensure timely follow-ups.
Accompany Senior Relationship Managers for client meetings to gain hands-on exposure to relationship management.
Maintain accurate records of leads, meetings, and client interactions.
Support day-to-day sales operations and backend coordination.
Learn and understand financial products, wealth management services, and client relationship practices.
Build solid communication, negotiation, and customer relationship skills while working closely with the sales team.

Preferred Candidate Profile
Fresh graduates (BBA, B.Com, BMS, MBA, or any Bachelor's degree) are encouraged to apply.




Candidates with internship or project experience in Sales, Marketing, Business Development, or Customer Relationship Management will have an added advantage.
Excellent verbal communication and interpersonal skills.
Confident, presentable, and eager to interact with clients.
Self-motivated, proactive, and willing to learn in a quick-paced setting.
Comfortable working in a target-driven and performance-oriented sales environment.
Basic knowledge of Microsoft Office (Excel, Word, and PowerPoint).
Candidates based in or willing to relocate to Kolkata.
Individuals looking to build a long-term career in Sales, Relationship Management, or the Financial Services industry.

📌 Management Trainee West Bengal (India)
🏢 Penguin Trading
📍 India