Key Responsibilities
Identify and connect with prospective clients and generate recent 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
Advantages:
Adaptable schedule
Work Location: Hybrid remote in Kolkata, West Bengal
📌 Business Development Associate Kolkata
🏢 SyncUp
📍 Kolkata
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