Portfolio Sales Manager

4 days ago


Thrissur, Kerala, India ADVENXA Full time
Financial Services Opportunity

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:
  1. Client Acquisition: Identify and approach potential clients to expand our customer base.
  2. Financial Product Sales: Promote and sell a range of financial products to existing and new clients, providing tailored solutions to meet their financial needs.
  3. Relationship Building: Build and maintain strong relationships with clients to ensure their financial objectives are met and provide ongoing support.
  4. Financial Assessment: Conduct financial assessments and analysis to understand clients' financial goals and recommend suitable products.
  5. Compliance: Ensure compliance with all relevant financial regulations and company policies.


Requirements
  1. Experience: Minimum of 1 year of experience in Sales, Marketing, Banking.
  2. Educational Qualifications: Bachelor's degree in a relevant field.
  3. Communication Skills: Strong communication and interpersonal skills.
  4. Teamwork: Ability to work independently and as part of a team.
  5. Financial Knowledge: Good understanding of financial products and services.


Benefits
  • Health Insurance
  • Life Insurance
  • Provident Fund
Supplemental Pay Types:
  • Bonus Pay
  • Commission Pay
  • Performance Bonus



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