Sales Officer

Zoho; Thrissur; On-site; INR 420,000 - 660,000; Full time

Job summary

Zoho in India is seeking a sales/marketing professional with 1+ year of experience in the financial or asset management industry. You will identify new clients, cross-sell financial products, manage client relationships, and conduct financial analyses to tailor solutions. The role requires up to 70% travel, a 6-day work week, and a shift from 8:30 AM to 5:30 PM.

Bachelor's degree is mandatory; strong communication skills and the ability to work both independently and within a team are essential.

Qualifications

• Bachelor's degree is mandatory.
• Minimum of 1 year of experience in Sales or Marketing within the financial sector.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Good understanding of financial products and services.

Responsibilities

• New Client Acquisition: Identify and approach potential clients to expand the customer base.
• Cross-Selling: Promote and sell financial products to clients with tailored solutions.
• Client Relationship Management: Build and maintain strong client relationships.
• Financial Analysis: Conduct financial assessments to understand goals and recommend products.
• Compliance: Ensure adherence to financial regulations and company policies.
• Achievement of Targets: Meet or exceed monthly and quarterly sales targets.
• Travel: Up to 70% travel as part of the role.

Skills

Sales experience

Communication skills

Interpersonal skills

Financial product knowledge

Team collaboration

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:Identify and approach potential clients to expand the customer base.
• Cross-Selling:Promote and sell a range of financial products to existing and new clients, providing tailored solutions to meet their financial needs.
• Client Relationship Management:Build and maintain strong relationships with clients to ensure their financial objectives are met and provide ongoing support.
• Financial Analysis:Conduct financial assessments and analysis to understand clients' financial goals and recommend suitable products.
• Compliance: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.