Investment Sales Officer

ADVENXA · Staffing & Recruitment

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.

Shift: 8:30 AM to 5:30 PM

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

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

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.

Health insurance

Provident Fund

Supplemental pay types:

Bonus pay

Commission pay

Performance bonus

Yearly bonus