? Hiring Alert | Investment Officer – NBFC
Greeting from Thrivehub Solutions!
Thrivehub Solutions Pvt. Ltd. is hiring for a leading NBFC in India for the position of Investment Officer.
? Locations & Openings
- Pondicherry
- Chennai – 10 Openings
- Erode
- Salem
- Vellore
- Trichy – 1 Opening
? Position: Investment Officer
? Experience: 1–4 Years preferred
? Maximum CTC: Up to ₹6.5 LPA
? Reporting To: Vertical Head
? Job Purpose
Responsible for acquiring new clients, building long-term relationships, and providing suitable investment and protection solutions across Mutual Funds, SIPs, Fixed Deposits, Life Insurance, Health Insurance and other financial products.
? Key Responsibilities
- Acquire new clients through referrals, networking, leads and prospecting.
- Generate business across Mutual Funds, SIPs, FDs, Life & Health Insurance.
- Build and maintain a robust sales pipeline.
- Meet a minimum of 3 clients/prospects daily.
- Understand customer financial goals and recommend suitable products.
- Achieve monthly, quarterly and annual sales targets.
- Increase SIP book, AUM and FD mobilization.
- Cross-sell/up-sell financial products.
- Handle client onboarding, KYC, documentation and servicing.
- Maintain compliance and accurate customer records.
? KPIs
- New Client Acquisition
- Daily Client Meetings
- SIP Registrations & SIP AUM
- Mutual Fund Sales & Net Mobilization
- Fixed Deposit Mobilization
- Insurance Customer Acquisition & Renewals
- Client Retention & Cross-Selling
- Revenue Generation
? Desired Skills
- Excellent communication and interpersonal skills
- Financial product knowledge
- Strong sales orientation
- Relationship management skills
- Customer-focused approach
? Qualification: Graduate in Commerce, Finance, Business Administration or related field
? NISM Certification: Preferred
? Interested candidates can share their updated CV
Sona
Recruitment Executive
Thrivehub Solutions
?
[email protected]
? (phone hidden)
📌 Investment Officer/Manager (Chennai)
🏢 Thrivehub Solutions
📍 Chennai