Key Responsibilities
Identify and approach potential clients through calls, emails, and networking
Generate and qualify leads for new business prospects
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 current 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