Key Responsibilities

- Identify and approach potential clients through calls, emails, and networking

- Generate and qualify leads for new business opportunities

- Present and explain company services to prospective clients

- Schedule meetings and follow up with potential customers

- Maintain records of client interactions and business development activities

- Support the team in achieving client acquisition targets

Education & Requirements

- Graduates or post graduates in Business Administration, Economics, Statistics, or Commerce

- Robust communication and interpersonal skills

- Confidence in interacting with new clients

- Basic knowledge of MS Office and email communication

- Self-motivated with a willingness to learn

- AMFI Certification will be a major advantage

- Interest in financial services, investments, or wealth management

Pay: ₹300,000.00 - ₹800,000.00 per year

Application Question(s)

- What is your current CTC?

Location

- Kolkata, West Bengal (Preferred)

Work Location: In person

📌 Wealth Manager (Kolkata)
🏢 SyncUp
📍 Kolkata