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.

About Company: Myraid is a firm that consists of 3 businesses - Naukri Ninja, Team Infinity, and Home Tutor. Myraid is growing at a excellent rate and is fulfilling the needs of many people.

📌 Senior Business Development Associate/Wealth Management in Kolkata (Kolkata Metropolitan Area)
🏢 Myraid Media
📍 Kolkata Metropolitan Area