Job Description

Sales Officer – Investments

Locations:

Thrissur: Aluva, Angamaly, Irinjalakuda, Round South, Guruvayoor, Vadakkanchery,Thrissur Round South& North

Palakkad: Pattambi, Pathiripala, Wadakkanchery

Malappuram: Ponnani , Edappal

Salary: ₹20,000 – ₹40,000 per month+Incentives

Experience: Minimum 1 year of sales experience OR Freshers with excellent sales aptitude

Qualification: Bachelor's Degree is mandatory (Except B.Tech)

Working Hours: 8:30 AM – 5:30 PM

Working Days:Monday to Saturday(Alternate Saturday off)

Travel Requirement: Up to 75% field travel

We are looking for a dynamic and target-driven Sales Officer – Investment to promote and sell financial investment products.

The ideal candidate should possess solid communication and relationship-building skills, with the ability to understand customer financial needs and recommend suitable investment solutions.

Responsibilities
Identify and acquire new customers through field sales and business development activities.
Promote and sell investment and financial products to recent and existing clients.
Conduct financial need analysis and recommend appropriate investment solutions.




Build and maintain long-term relationships with customers by providing continuous support and guidance.
Achieve assigned monthly and quarterly sales targets.
Ensure compliance with company policies and financial regulations.
Maintain accurate customer records and sales reports.
Coordinate with internal teams to ensure smooth onboarding and customer service.

Requirements
Minimum 1 year of experience in sales, preferably in Banking, BFSI, Insurance, NBFC, or Financial Services.
Freshers with excellent sales skills and willingness to build a career in financial sales are also encouraged to apply.
Bachelor's Degree is mandatory (B.Tech graduates are not eligible).
Robust communication, negotiation, and interpersonal skills.
Ability to work independently and achieve sales targets.
Basic understanding of financial products and investment services is preferred.
Willingness to travel extensively for client meetings (up to 75%).

Requirements
Sales , Marketing , lead generation

Required Skill Profession

Sales Representatives, Services

📌 Sales Officer Investments Thrissur
🏢 advenxa
📍 Thrissur