Key Responsibilities
Promote and sell investment productsto new 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 solid 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.
Valuable 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

Advantages:
Cell phone reimbursement
Flexible schedule
Paid sick time
Provident Fund

Work Location: In person

📌 Business Development Officer Pathanamthitta
🏢 INVEST GOLD GENERAL FINANCE (P
📍 Pathanamthitta