Job Title: Investment Sales Executive

Location: Kerala

Experience: 1–3 Years

Job Summary:

We are looking for a energetic Investment Sales Executive to promote and sell our investment application. The role involves field visits, telecalling, client acquisition, and guiding customers through the investment process to achieve sales targets.

Key Responsibilities:

Promote and sell the company's investment app to prospective customers.

Conduct field visits and telecalling to generate leads and close sales.

Build and maintain robust customer relationships.

Explain investment plans, app features, and benefits to clients.

Follow up with leads and achieve monthly sales targets.

Maintain customer records and sales reports.

Requirements:





1–3 years of experience in Banking, SIP, Insurance, Mutual Funds, Financial Services, or Real Estate sales.

Solid communication and negotiation skills.

Willingness to travel for field sales activities.

Target-driven with good customer relationship skills.

Bachelor's degree preferred.

Preferred Candidates:

Experience in investment, banking, insurance, SIP, or real estate sales with a proven track record of achieving sales targets.

Pay: ₹20,000.00 - ₹250,000.00 per month

Benefits:
Paid sick time
Paid time off

Work Location: In person

📌 Investment Associate Kozhikode (India)
🏢 Perpex Business School
📍 India