Investment Sales Officer

ADVENXA; Angamaly; On-site; INR 450,000 - 650,000; Full time

Job summary

Zoho is looking for a results-driven sales/marketing professional in Angamaly to drive client acquisition and cross-sell financial products. You will build relationships, analyze client needs, and ensure regulatory compliance while meeting monthly and quarterly targets.

The role requires a Bachelor's degree and 1 year of relevant experience; travel up to 70% is expected. Working days are six days a week with an 8:30 AM to 5:30 PM shift.

Qualifications

• Bachelor's degree is mandatory.
• Minimum of 1 year of experience in Sales, Marketing, Banking.
• Experience in Sales or Marketing within financial or asset management industry.

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

Skills

Strong communication skills

Interpersonal skills

Independent and teamwork

Education

Bachelor's degree

Job description

Location: Angamaly; Aluva, Kalady, Perumbavur, Irinjalakuda, Mala, Chalakkudy, Kodungallur, Chentrappinni
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)

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.