Business Development Executive- Investments

ADVENXA; Ernakulam; On-site; INR 300,000 - 600,000; Full time

Job summary

ADVENXA in Ernakulam is seeking a target-driven Business Development Executive – Investments to promote and sell financial investment products. You will identify new customers through field sales, assess financial needs, and provide suitable investment solutions.

The role requires a minimum of 1 year sales experience, a Bachelor's degree, strong communication and negotiation skills, and willingness to travel for client meetings.

Qualifications

• Minimum 1 year of experience in sales, preferably in Banking, BFSI, Insurance, NBFC, or Financial Services.
• Bachelor's Degree is mandatory.
• Strong communication, negotiation, and interpersonal skills.
• Willingness to travel extensively for client meetings.

Responsibilities

• Identify and acquire new customers through field sales and business development activities.
• Promote and sell investment and financial products to new and existing clients.
• Conduct financial need analysis and recommend appropriate investment solutions.
• Build and maintain long-term relationships with customers by providing continuous support and guidance.
• Achieve assigned monthly and quarterly sales targets.
• Ensure compliance with company policies and financial regulations.
• Maintain accurate customer records and sales reports.
• Coordinate with internal teams to ensure smooth onboarding and customer service.

Skills

Sales aptitude

Communication

Negotiation

Interpersonal skills

Education

Bachelor's Degree

Job description

Business Development Executive- Investments

Business Development Executive – Investments

Locations: Ernakulam

Experience: Minimum 1 year of Business development/excellent sales aptitude

Qualification: Bachelor's Degree is mandatory

We are looking for a dynamic and target-driven Sales Officer – Investment to promote and sell financial investment products. The ideal candidate should possess strong communication and relationship-building skills, with the ability to understand customer financial needs and recommend suitable investment solutions.

Responsibilities

• Identify and acquire new customers through field sales and business development activities.
• Promote and sell investment and financial products to new and existing clients.
• Conduct financial need analysis and recommend appropriate investment solutions.
• Build and maintain long-term relationships with customers by providing continuous support and guidance.
• Achieve assigned monthly and quarterly sales targets.
• Ensure compliance with company policies and financial regulations.
• Maintain accurate customer records and sales reports.
• Coordinate with internal teams to ensure smooth onboarding and customer service.

Requirements

• Minimum 1 year of experience in sales, preferably in Banking, BFSI, Insurance, NBFC, or Financial Services.
  
• Freshers with excellent sales skills and willingness to build a career in financial sales are also encouraged to apply.
  
• Bachelor's Degree is mandatory
  
• Strong communication, negotiation, and interpersonal skills.
  
• Ability to work independently and achieve sales targets.
  
• Basic understanding of financial products and investment services is preferred.
  
• Willingness to travel extensively for client meetings