Key Responsibilities
Acquire recent clients and develop long-term client relationships.
Identify and convert business prospects 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

Perks:
Flexible schedule

Work Location: Hybrid remote in Kolkata, West Bengal

📌 Senior Business Development Associate Kolkata
🏢 SyncUp
📍 Kolkata