Investment Sales Officer

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

Job summary

ADVENXA in Malappuram, India is seeking a sales/marketing professional with at least 1 year of experience in financial or asset management sectors. You will acquire new clients, cross-sell financial products, and build strong client relationships to meet financial objectives.

Responsibilities include conducting financial assessments to guide product recommendations, ensuring regulatory compliance, and achieving monthly and quarterly targets.

Qualifications

• Bachelor's degree is mandatory.
• Minimum of 1 year of experience in Sales, Marketing, Banking.
• Excellent communication and interpersonal skills.

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

Interpersonal skills

Teamwork

Education

Bachelor's degree

Job description

malappuram, India | Posted on 10/23/2026

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.