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Sales Officer Investments
Job Location:
Monthly Salary:
Experience Required:
Posted:
25 July 2026 (30+ days ago)
Posted:
Application Deadline:
22 October 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Sales Officer Investments
Locations:
Thrissur: Aluva Angamaly Irinjalakuda Round South Guruvayoor VadakkancheryThrissur Round South& North
Palakkad: Pattambi Pathiripala Wadakkanchery
Malappuram: Ponnani Edappal
Salary:per monthIncentives
Experience: Minimum 1 year of sales experience OR Freshers with excellent sales aptitude
Qualification: Bachelors Degree is mandatory (Except )
Working Hours: 8:30 AM 5:30 PM
Working Days:Monday to Saturday(Alternate Saturday off)
Travel Requirement: Up to 75% field travel
We are looking for a dynamic and target-driven Sales Officer Investment to promote and sell financial investment products. The ideal candidate should possess strong 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.
- Bachelors Degree is mandatory ( graduates are not eligible).
- 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 (up to 75%).
Required Skills:
Sales Marketing lead generation
Required Education:
Any Degree
