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Client Acquisition Female Jobs in Kolkata

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  • 5 - 8 yrs
  • 10.0 Lac/Yr
  • Kolkata
Business Acquisition Key Client Retention Communication Skills Presentation Skills Risk Mitigation Regulatory Compliance Asset Management Investment Strategies Leadership Skills Interpersonal Skills
Job Role: Wealth ManagementDepartment: Sales ; Location: Kolkata Years of Experience: 5-8 years of which min 3 years in Private Bank / Wealth Management Industry, preferably a female. Min Educational Requirement: Post Graduate/ CA/ CFA/ MBA from recognized Universities, Advanced degree preferred Individual Contributor/ Team Manager: Individual contributor or Team ManagerJob Description / Key Responsibilities: Client Acquisition - Generating AUM by acquiring new clients and nurturing relationships with HNI and UHNI clients in high potential markets of eastern India. Primarily responsible to shape investment strategies, business growth and ensure exceptional service delivery to privileged clients in high potential markets of eastern India. Identify and acquire new privileged clients, thus expanding the client base, through Portfolio Management, Advisory, and Research Based AUM products (PMS, AIF, MF, Debt, Unlisted, Third Party Products). Contact prospective clients to present information and explain our products and anticipated returns. Provide a genuine advisory approach with highest level of customer service. Develop and maintain strong relationships with high net-worth clients, understand their investment goals and risk appetite, and provide tailored investment solutions. Implement strategies to enhance client satisfaction, address concerns and foster long-term relationships. Plan periodical meetings and touch-points with clients. Engage in periodical competitor mapping and suggest product and business team to track market developments. Monitor and assess performance regularly, suggest modifications taking into consideration client goals and market conditions. Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation, through his/her team. Stay up-to-date with market trends, economic indicators and relevant financial news. Ensure 100% adherence of Portfolio Management, to all relevant regulatory compliances.Key Result Area (KRA):Margin AcquisitionClient RelationshipMarket ResearchComplianceKey Performance Indicators(KPI):Margin Acquisition - AUM in CroresClient SatisfactionClient RetentionCompetitor Mapping on best practicesAdherence to Regulatory ComplianceRisk MitigationOrganization-based Competencies:Data DrivenSense of OwnershipTeam PlayerQuality of OutputFinancial AcumenTechnical Competencies:Financial Analysis / Quantitative SkillsStrong understanding of Asset Management and Investment StrategiesAsset AllocationCompliance & Risk ManagementBehaviour-based Competencies:Communication SkillsPresentation SkillsLeadership SkillsInterpersonal SkillsStrategic mindsetTarget-oriented
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  • 7 - 12 yrs
  • 5.0 Lac/Yr
  • Jadavpur Kolkata
Lead Generation IT Sales Negotiation Skills B2B Sales b2b Marketing Revenue Generation Cross Selling Interpersonal Skills Sales Business Development Client Acquisition Corporate Sales
Company: Devant IT Solutions Pvt. Ltd.Location: 7/9, Poddar Nagar, South City, Jadavpur, Kolkata 700068Experience: 10 - 12 years (Proven track record)Key Responsibilities:- Identify and drive new business opportunities in the IT domain.- Cultivate strong client partnerships through consistent engagement and value-driven solutions.- Lead client meetings, negotiations & presentations.- Achieve revenue targets and support company growth.- Travel and represent the company at events & networking forums.Requirements:- Proven experience (10 - 12 years) as a Business Development Manager.- Excellent communication & negotiation skills.- Strong personality & interpersonal skills.- Willingness to travel extensively.What We Offer:- Competitive Salary + Performance Incentives- Travel Allowance- Growth opportunities in a dynamic IT environmentIf this sounds like you, send your CV to talentacquistion@devantitsolutions.com or call us at7605004250
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Lead Generation Sales Client Acquisition Telemarketing Telesales Representative CRM Telecalling Receptionist Client Communication Showroom Sales Executive Proficiency in English
We are looking for a smart, presentable, and experienced female Sales Executive to be the face of our showroom. This dynamic role combines front desk responsibilities, client handling, and proactive sales activities. The ideal candidate will have strong communication skills, a customer-first attitude, and the ability to manage multiple channels of communication.Key Responsibilities:Client Interaction: Attend walk-in clients, understand their needs, and pitch suitable products confidently.Sales & Lead Generation: Identify, initiate, and nurture potential leads through calls, referrals, and follow-ups. Maintain a lead database and track progress toward conversions.Outbound Calling: Call potential clients to introduce our products, explain pricing and offers, generate leads, and convert them into sales.Inbound Calls: Handle incoming calls professionally, resolve queries, and provide product information.Front Desk: Serve as the first point of contact at our showroom reception. Greet visitors and create a welcoming environment.Communication Management: Manage daily communication through email, WhatsApp, and phone. Ensure prompt follow-ups and proper documentation.Sales Support: Assist with preparing quotations, maintaining client databases, and supporting the sales team as needed.Central Coordination: Act as the key communication hub between customers and the company, ensuring a smooth flow of information internally and externally.Requirements:Female candidate onlyMinimum 12 years of experience in a similar sales/front office/customer-facing roleExcellent communication skills in English and HindiSmart, confident, and well-presented personalityStrong interpersonal skills and customer-centric approachBasic proficiency in email, WhatsApp, and phone etiquetteOrganized, proactive, and able to multitask effectivelyExperience in the pet industry or with pet-related products is a strong advantageSend CV to: 9007673084 or dokitti.india@gmail.com
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