Investment Sales Officer

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

Job summary

ADVENXA in Thrissur, Kerala invites applications for a Sales/Marketing role within the financial sector. The candidate will develop new client relationships, cross-sell financial products, and advise clients based on financial goals.

Travel up to 70% is required and the shift is 8:30 AM to 5:30 PM, six days a week with alternate Saturdays off. The ideal candidate holds a Bachelor's degree and has at least 1 year of experience in sales, marketing, or banking, coupled with strong communication and

Qualifications

• Bachelor's degree is mandatory.
• Minimum of 1 year of experience in Sales, Marketing, Banking or related fields.
• Strong communication and interpersonal skills required.

Responsibilities

• New client acquisition.
• Cross-selling of financial products to existing and new clients.
• Build and maintain relationships to meet financial goals and provide ongoing support.
• Conduct financial assessments and recommend suitable products.
• Ensure compliance with regulations and company policies.
• Meet or exceed monthly and quarterly sales targets.
• Travel up to 70% as required.

Skills

Strong communication

Interpersonal skills

Team player

Education

Bachelor's degree

Job description

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.