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 robust 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 new 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 (India)
🏢 advenxa
📍 India