Key Responsibilities
- Identify and connect with prospective clients and generate current business opportunities.
- Understand clients’ financial requirements and investment objectives.
- Explain and promote suitable wealth management and mutual fund products.
- Build and maintain strong 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.
About Company: Myraid is a firm that consists of 3 businesses - Naukri Ninja, Team Infinity, and Home Tutor. Myraid is growing at a great rate and is fulfilling the needs of many people.
📌 Business Development Associate/Wealth Management (Kolkata Metropolitan Area)
🏢 Myraid Media
📍 Kolkata Metropolitan Area
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