Key Responsibilities
Promote and sell investment productsto current and existing customers.
Achieve monthly, quarterly, and annual investment mobilization targets.
Generate leads through branch walk-ins, customer references, field visits, networking, and promotional activities.
Identify potential investors and develop a strong customer pipeline.
Explain product features, interest rates, tenure options, perks, and applicable terms and conditions to customers.
Assist customers with application forms, KYC documentation, and investment processing.
Ensure timely follow-up with prospective customers and convert leads into business.
Build and maintain long-term relationships with high-value and repeat investors.
Coordinate with branch operations and accounts teams for smooth investment processing and customer servicing.
Keep records of customer interactions, investment bookings, and daily sales activities.
Participate in marketing campaigns, investment drives, seminars, and branch-level promotional events.
Stay updated on company investment products, market trends, and competitor offerings.
Ensure compliance with RBI guidelines, company policies, KYC/AML norms, and other regulatory requirements.

Qualifications




Bachelor’s Degree in any discipline (Commerce/Finance preferred).
MBA / PGDM in Marketing or Finance is an added advantage.

Experience
1–5 years of experience in sales, preferably in NBFC, banking, financial services, insurance, or investment products.
Experience in selling NCDs, Fixed Deposits, Mutual Funds, Bonds, Insurance, or Wealth Products will be preferred.

Required Skills
Strong communication and interpersonal skills.
Excellent sales and negotiation abilities.
Customer relationship management skills.
Basic understanding of financial and investment products.
Ability to work independently and achieve targets.
Valuable presentation and follow-up skills.
Proficiency in MS Office and CRM/branch management systems.

Preferred Candidate Profile
Prior experience in an NBFC or bank investment sales team.
Existing network of HNI/UHNI, business, or retail investors.
Willingness to travel within the assigned territory.

Pay: ₹20,000.00 - ₹40,000.00 per month

Benefits:
Cell phone reimbursement
Paid sick time

Work Location: In person

📌 Sales Manager Thrissur
🏢 INVEST GOLD GENERAL FINANCE (P
📍 Thrissur