We are looking for an experienced Senior Business Development / Wealth Management professional to drive client acquisition, relationship management and business growth. The candidate should have robust experience in the financial services and wealth management industry, with specific knowledge of mutual funds and investment products.

Key Responsibilities
- Acquire new 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