Investment Sales Officer

Investment Sales Officer

Location: Malappuram, Kozhikode, Palakkad, Thrissur, Ernakulam

Experience: Minimum of 1 year of experience in Sales or Marketing within the financial or asset management industry.

Qualifications: Bachelor's degree is mandatory.

Salary: Salary: ₹20,000.00 - ₹35,000.00 per month

Shift: 8:30 AM to 5:30 PM

Working Days: 6 days a week (Alternate Saturdays off)


Responsibilities:

• New Client Acquisition
  
• Cross-Selling:Promote and sell a range of financial products to existing and new clients
  
• Build and maintain strong relationships with clients to ensure their financial objectives are met and provide ongoing support.
  
• Conduct financial assessments and analysis to understand clients' financial goals and recommend suitable products.
  
• Ensure compliance with all relevant financial regulations and company policies.
  
• Achievement of Targets:Meet or exceed monthly and quarterly sales targets.
  
• Travel requirement::Up to 70% travel
  

Requirements

• Bachelor's degree in a relevant field.
  
• Minimum of 1 year of experience in Sales, Marketing, Banking.
  
• Strong communication and interpersonal skills.
  
• Ability to work independently and as part of a team.
  
• Good understanding of financial products and services.
  
• Excellent sales and negotiation skills.
  
• Results-oriented and target-driven.
  
  
  

Benefits

• Health insurance
  
• Provident Fund
  

Supplemental pay types:

• Bonus pay
  
• Commission pay
  
• Performance bonus
  
• Yearly bonus