Business Development Executive – Investments

Locations: Ernakulam

Salary: ₹25,000 – ₹35,000 per month+Incentives

Experience: Minimum 1 year of Business development/excellent sales aptitude

Qualification: Bachelor's Degree is mandatory

We are looking for a dynamic and target-driven Sales Officer – Investment to promote and sell financial investment products. The ideal candidate should possess strong communication and relationship-building skills, with the ability to understand customer financial needs and recommend suitable investment solutions.

Responsibilities

- Identify and acquire new customers through field sales and business development activities.
- Promote and sell investment and financial products to current and existing clients.
- Conduct financial need analysis and recommend appropriate investment solutions.
- Build and maintain long-term relationships with customers by providing continuous support and guidance.




- Achieve assigned monthly and quarterly sales targets.
- Ensure compliance with company policies and financial regulations.
- Maintain accurate customer records and sales reports.
- Coordinate with internal teams to ensure smooth onboarding and customer service.

Requirements

- Minimum 1 year of experience in sales, preferably in Banking, BFSI, Insurance, NBFC, or Financial Services.
- Freshers with excellent sales skills and willingness to build a career in financial sales are also encouraged to apply.

- Bachelor's Degree is mandatory
- Strong communication, negotiation, and interpersonal skills.
- Ability to work independently and achieve sales targets.
- Basic understanding of financial products and investment services is preferred.
- Willingness to travel extensively for client meetings

📌 Business Development Executive- Investments (Kerala)
🏢 advenxa
📍 Kerala