Portfolio Sales Manager
4 days ago
At ADVENXA, we seek an experienced Portfolio Sales Officer to join our team. As a Portfolio Sales Officer, you will be responsible for identifying and approaching potential clients to expand our customer base.
Responsibilities:
- Client Acquisition: Identify and approach potential clients to expand our customer base.
- Financial Product Sales: Promote and sell a range of financial products to existing and new clients, providing tailored solutions to meet their financial needs.
- Relationship Building: Build and maintain strong relationships with clients to ensure their financial objectives are met and provide ongoing support.
- Financial Assessment: Conduct financial assessments and analysis to understand clients' financial goals and recommend suitable products.
- Compliance: Ensure compliance with all relevant financial regulations and company policies.
Requirements
- Experience: Minimum of 1 year of experience in Sales, Marketing, Banking.
- Educational Qualifications: Bachelor's degree in a relevant field.
- Communication Skills: Strong communication and interpersonal skills.
- Teamwork: Ability to work independently and as part of a team.
- Financial Knowledge: Good understanding of financial products and services.
Benefits
- Health Insurance
- Life Insurance
- Provident Fund
- Bonus Pay
- Commission Pay
- Performance Bonus
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