Key Responsibilities
- Promote and sell investment productsto recent 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, benefits, 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.

Experience
- 1–3years of experience in sales, preferably in NBFC, banking, financial services, insurance, or investment products.

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.
- Good presentation and follow-up skills.

Preferred Candidate Profile
- Prior experience in an NBFC or bank investment sales team.

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

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

Benefits:
- Cell phone reimbursement
- Flexible schedule
- Paid sick time
- Provident Fund

Work Location: In person

📌 Business Development Officer (Cherthala)
🏢 Invest Gold General finance (P
📍 Cherthala