Sales Portfolio Manager
6 days ago
Portfolio Sales Officer Job Description
We are seeking a skilled Portfolio Sales Officer to join our team at ADVENXA. The successful candidate will be responsible for identifying and approaching potential clients to expand our customer base. Key responsibilities include:
- Promoting and selling a range of financial products to existing and new clients, providing tailored solutions to meet their financial needs.
- Building and maintaining strong relationships with clients to ensure their financial objectives are met and provide ongoing support.
- Conducting financial assessments and analysis to understand clients' financial goals and recommend suitable products.
- Ensuring compliance with all relevant financial regulations and company policies.
- Achieving targets: Meet or exceed monthly and quarterly sales targets.
- Travel requirement: Up to 70% travel.
Requirements
- Minimum of 1 year of experience in Sales, Marketing, or Banking.
- Bachelors degree in a relevant field.
- 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
- Life insurance
- Provident Fund
Supplemental pay types:
- Bonus pay
- Commission pay
- Performance bonus
About the role
The ideal candidate will have sales experience in the Investment sector, bank, and BFSI, and knowledge of financial products. A bachelors degree is mandatory.
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