Walk-in || Management Trainee

Roles & Responsibilities

• Generate leads through cold calling and outbound prospecting activities.
• Assist Senior Relationship Managers in scheduling meetings and managing client interactions.
• Coordinate with prospective clients and ensure timely follow-ups.
• Accompany Senior Relationship Managers for client meetings to gain hands-on exposure to relationship management.
• Maintain accurate records of leads, meetings, and client interactions.
• Support day-to-day sales operations and backend coordination.
• Learn and understand financial products, wealth management services, and client relationship practices.
• Build strong communication, negotiation, and customer relationship skills while working closely with the sales team.

Preferred Candidate Profile

• Fresh graduates (BBA, B.Com, BMS, MBA, or any Bachelor's degree) are encouraged to apply.
• Candidates with internship or project experience in Sales, Marketing, Business Development, or Customer Relationship Management will have an added advantage.
• Excellent verbal communication and interpersonal skills.
• Confident, presentable, and eager to interact with clients.
• Self-motivated, proactive, and willing to learn in a fast-paced environment.
• Comfortable working in a target-driven and performance-oriented sales environment.
• Basic knowledge of Microsoft Office (Excel, Word, and PowerPoint).
• Candidates based in or willing to relocate to Kolkata.
• Individuals looking to build a long-term career in Sales, Relationship Management, or the Financial Services industry.