Job Summary

Responsible for generating leads and acquiring current business through the promotion and sale of RD & FD investment products. The role requires strong sales interest, effective follow-up, investor interaction, business conversion, and achievement of assigned investment targets.

Key Responsibilities
Generate leads for RD & FD investments through field activities, referrals, calls, and other channels.
Promote and explain RD & FD products, features, benefits, and procedures to prospective investors.
Follow up with leads and convert prospects into investments.
Achieve assigned monthly business and sales targets.
Develop and maintain strong qualified relationships with prospective and existing investors.
Identify new business opportunities and expand the investor base.
Coordinate with the branch team for documentation and investment processing.
Maintain accurate records of leads, follow-ups, conversions,



and business generated.
Submit daily/weekly/monthly sales reports and required MIS on time.
Ensure compliance with company policies, procedures, and applicable guidelines.

Requirements
Any Degree.
Minimum 3 years of experience in sales, investment, financial services, banking, or a related field.
Robust interest and enthusiasm towards sales and business development.
Excellent communication and interpersonal skills.
Proven ability to generate leads and convert prospects into business.
Target-oriented with a proactive approach.
Willingness to undertake field visits and meet prospective investors.
Basic knowledge of MS Office and sales reporting.

Pay: ₹25,000.00 - ₹40,000.00 per day

Work Location: In person

📌 Investment Sales Officer Coimbatore (India)
🏢 Sarathi Germinate Nidhi
📍 India