Key Responsibilities
Identify and connect with prospective clients and generate current business prospects.
Understand clients’ financial requirements and investment objectives.
Explain and promote suitable wealth management and mutual fund products.
Build and maintain solid 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 Junior In Kolkata
🏢 Myraid Media
📍 Kolkata
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