Investment Sales Officer

Location: Angamaly; Aluva, Kalady, Perumbavur, Irinjalakuda, Mala, Chalakkudy, Kodungallur, Chentrappinni

Experience: Minimum of 1 year of experience in Sales or Marketing within the financial or asset management industry.

Qualifications: Bachelor's degree is mandatory.

Salary: Salary: ₹20,000.00 - ₹35,000.00 per month

Shift: 8:30 AM to 5:30 PM

Working Days: 6 days a week (Alternate Saturdays off)

Responsibilities:

- New Client Acquisition

- Cross-Selling:Promote and sell a range of financial products to existing and new clients

- Build and maintain strong relationships with clients to ensure their financial objectives are met and provide ongoing support.

- Conduct financial assessments and analysis to understand clients' financial goals and recommend suitable products.





- Ensure compliance with all relevant financial regulations and company policies.

- Achievement of Targets:Meet or exceed monthly and quarterly sales targets.

- Travel requirement::Up to 70% travel

Requirements

- Bachelor's degree in a relevant field.

- Minimum of 1 year of experience in Sales, Marketing, Banking.

- Strong communication and interpersonal skills.

- Ability to work independently and as part of a team.

- Positive understanding of financial products and services.

- Excellent sales and negotiation skills.

- Results-oriented and target-driven.

Benefits

- Health insurance

- Provident Fund

Supplemental pay types:

- Bonus pay

- Commission pay

- Performance bonus

- Yearly bonus

📌 Investment Sales Officer (Angamaly)
🏢 advenxa
📍 Angamaly