dentify and generate recent investment/business opportunities through various channels.
Develop and maintain strong relationships with existing and prospective investors.
Explain investment products, schemes, terms, and benefits to prospective customers.
Follow up with leads and convert prospects into investors.
Achieve assigned investment targets within the given timelines.
Conduct customer meetings, calls, and field visits as required.
Maintain regular follow-up with customers and ensure valuable customer service.
Coordinate with internal teams for documentation, processing, and investment-related requirements.
Maintain accurate records of leads, follow-ups, and conversions in the HR/CRM software.
Ensure compliance with company policies and applicable investment-related guidelines.
Provide regular reports on business development and investment activities to the reporting manager.

Eligibility:




Qualification: Degree / PG
Experience: 1–3 years in Investment, Banking, NBFC, Financial Services, Sales, or a related field preferred.
Skills: Good communication, customer relationship management, negotiation, follow-up, and basic computer skills.
Others: Candidates with solid sales ability and a positive attitude may also be considered.

Key Competencies:
Target-oriented approach
Customer relationship skills
Good presentation and communication skills
Strong follow-up ability
Willingness to travel/meet customers
Ability to work independently and as part of a team

Pay: ₹20,000.00 - ₹30,000.00 per month

Advantages:
Paid sick time
Provident Fund

Work Location: In person

📌 Executive Investments Idukki (India)
🏢 Anson Chits India
📍 India