Key Responsibilities
- Identify and connect with prospective clients and generate new business opportunities.
- Understand clients’ financial requirements and investment objectives.
- Explain and promote suitable wealth management and mutual fund products.
- Build and maintain robust relationships with clients.
- Conduct regular follow-ups and support lead conversion.
- Assist in client onboarding and documentation processes.
- Maintain accurate records of client interactions and sales activities.
- Work towards assigned sales and business development targets.
- Stay updated on mutual funds, investment products and market developments.
- Coordinate with senior wealth management team members when required.
Pay: ₹300,000.00 - ₹400,000.00 per year
Benefits:
- Adaptable schedule
Work Location: Hybrid remote in Kolkata, West Bengal
📌 Business Development Associate (Kolkata)
🏢 SyncUp
📍 Kolkata
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