Job Role Investment Officer – NBFC

- Acquire new clients and build long-term customer relationships.
- Provide suitable investment and protection solutions based on customer financial requirements.

- Handle financial products including
- Mutual Funds.
- SIPs.
- Fixed Deposits (FDs).
- Life Insurance.
- Health Insurance.
- Other financial products.
- Build and maintain a strong sales pipeline.
- Generate business through referrals, networking, leads, and direct prospecting.
- Understand customer financial goals and recommend suitable products.
- Achieve monthly, quarterly, and annual sales targets.
- Conduct a minimum of 3 client/prospect meetings daily.
- Increase SIP book, AUM, and Fixed Deposit mobilization.
- Cross-sell and up-sell relevant financial products.
- Handle client onboarding, KYC, documentation, and servicing.
- Maintain accurate customer records and ensure compliance with applicable processes.
- Focus on client retention, renewals, and revenue generation.

Key Responsibilities Client Acquisition & Sales:

- Identify and approach prospective customers through multiple channels.
- Generate new business across Mutual Funds, SIPs, FDs, Life Insurance, and Health Insurance.
- Develop and maintain a healthy sales pipeline.
- Conduct regular client meetings and follow-ups.
- Convert prospects into long-term customers.

Relationship Management

- Build strong and lasting relationships with clients.
- Understand customer investment objectives and financial needs.
- Provide appropriate product information and ongoing service.
- Focus on customer retention,



cross-selling, and up-selling.
- Assist customers with servicing and renewals.

Documentation & Compliance

- Complete customer onboarding and KYC processes.
- Collect and maintain required documentation.
- Maintain accurate customer and sales records.
- Ensure adherence to company policies and compliance requirements.

KPIs

- New Client Acquisition.
- Daily Client Meetings.
- SIP Registrations and SIP AUM.
- Mutual Fund Sales and Net Mobilization.
- Fixed Deposit Mobilization.
- Insurance Customer Acquisition and Renewals.
- Client Retention and Cross-Selling.
- Revenue Generation.

Desired Skills

- Excellent communication and interpersonal skills.
- Strong financial product knowledge.
- Robust sales orientation.
- Relationship management skills.
- Customer-focused approach.
- Good negotiation and convincing abilities.
- Ability to achieve sales targets and manage a sales pipeline.

Qualification

- Education: Graduate in Commerce, Finance, Business Administration, or a related field.
- NISM Certification: Preferred.
- Experience: 1–4 years preferred.
- Experience in financial services, investments, insurance, banking, or NBFC sales is an advantage.

Salary

- Maximum CTC: Up to ₹6.5 LPA.

Reporting

- Reporting To: Vertical Head.

Job Locations & Openings:
- Pondicherry.
- Chennai – 10 Openings.
- Erode.
- Salem.
- Vellore.
- Trichy – 1 Opening.

Application Details

- Recruitment Executive: Sona.
- Company: Thrivehub Solutions.
- Email: [email protected]
- Phone: (phone hidden).

📌 Investment Officer/Manager (Chennai)
🏢 JobTrade
📍 Chennai