Investment Sales Officer

ADVENXA; Ernakulam; On-site; INR 300,000 - 520,000; Full time

Job summary

ADVENXA is seeking a sales professional in Kerala to identify and approach potential clients, promote financial products, and build lasting relationships. The role requires a Bachelor’s degree in a relevant field and strong communication skills, with up to 75% travel expected.

Experience: minimum 1 year in sales or freshers with excellent sales skills; shift is 8:30 AM to 5:30 PM and working days are 6 days a week. Candidates should be capable of working independently and as part of a team.

Qualifications

• Minimum of 1 year of experience in sales.
• Bachelor's degree in a relevant field.
• Strong communication and interpersonal skills.

Responsibilities

• Identify and approach potential clients to expand the customer base.
• Promote and sell a range of financial products to existing and new clients, providing tailored solutions.
• 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.
• Meet or exceed monthly and quarterly sales targets.
• Travel requirement: Up to 75% travel.

Skills

Sales experience

Strong communication

Education

Bachelor's degree in a relevant field

Job description

Experience:Minimum 1 year of experience in sales OR freshers with excellent sales skills

Qualifications:Bachelor's degree( Except B.Tech) is mandatory.

Shift:8:30 AM to 5:30 PM

Working Days:6 days a week

Responsibilities

• Identify and approach potential clients to expand the customer base.
  
• Promote and sell a range of financial products to existing and new clients, providing tailored solutions to meet their financial needs.
  
• 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.
  
• Meet or exceed monthly and quarterly sales targets.
  
• Travel requirement: Up to 75% travel
  

Requirements

• Minimum of 1 year of experience in sales
  
• Bachelor's degree in a relevant field.
  
• Strong communication and interpersonal skills.
  
• Ability to work independently and as part of a team.
  
• Good understanding of financial products and services.