Key Responsibilities
- Acquire recent clients and develop long-term client relationships.
- Identify and convert business opportunities within the wealth management segment.
- Understand client financial goals and recommend suitable investment solutions.
- Handle and grow relationships with existing clients.
- Promote and advise on mutual funds and other relevant investment products.
- Drive sales and achieve assigned revenue/business targets.
- Conduct client meetings, presentations and investment discussions.
- Generate leads through networking, referrals and other business-development channels.
- Monitor market and investment-product developments.
- Coordinate with internal teams for smooth client onboarding and servicing.
- Maintain accurate client records, sales pipelines and activity reports.
- Support junior team members and contribute to overall business growth.

Pay: ₹700,000.00 - ₹800,000.00 per year

Benefits:
- Flexible schedule

Work Location: Hybrid remote in Kolkata, West Bengal

📌 Senior Business Development Associate (Kolkata)
🏢 SyncUp
📍 Kolkata