Investment Sales Officer
Posted:
7 October 2026 (2 days ago)
Application Deadline:
4 January 2027
Vacancies:
1 Vacancy
Job Summary
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.
Experience: Minimum of 1 year of experience in Sales or Marketing within the financial or asset management industry.
Qualifications: Bachelors degree is mandatory.
Salary: Salary: 20000.00 - 35000.00 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
- Bachelors 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.
- Good 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
Required Skills:
Stock market Portfolio management sales cross selling
Required Education:
Any degree