? 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 current 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 strong 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