Business Development Executive- Investments

Advenxa Recruitment; Ernakulam; On-site; INR 279,000 - 391,000; Full time

Job summary

Advenxa Recruitment in Ernakulam seeks a Business Development Executive – Investments to promote and sell financial investment products. The role requires strong communication and relationship skills to understand customer needs and propose suitable investment solutions.

The incumbent will identify new customers via field sales, achieve monthly targets, and ensure compliant, accurate records while coordinating with internal teams for smooth onboarding and service delivery.

Qualifications

• Minimum 1 year of sales experience or strong sales aptitude.
• Bachelor's Degree is mandatory.
• Strong communication, negotiation, and interpersonal skills.
• Willingness to travel extensively for client meetings.
• Basic understanding of financial products and investment services is preferred.

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 ongoing support.
• 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

Communication skills

Negotiation

Interpersonal skills

Sales aptitude

Field sales

Education

Bachelor's degree

Job description

Job Description:

Business Development Executive – Investments

Locations: Ernakulam

Salary: ₹25,000 – ₹35,000 per month+Incentives

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

Qualification: Bachelors 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.
• Bachelors 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