Wealth Manager (Kolkata)

Wealth Manager (Kolkata)

12 Sep
|
SyncUp
|
Kolkata

12 Sep

SyncUp

Kolkata

We are looking for a motivated Client Acquisition Executives who are eager to build a career in client relationships, financial services, and business development. The role involves identifying potential clients, introducing them to our services, and supporting the growth of our client base.

Key Responsibilities

- Identify and approach potential clients through calls, emails, and networking
- Generate and qualify leads for current 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 postgraduates in Business Administration, Economics, Statistics, or Commerce
- Strong 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

Preferred Qualification

AMFI Certification will be a major advantage

📌 Wealth Manager (Kolkata)
🏢 SyncUp
📍 Kolkata

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