Sales Portfolio Manager

6 days ago


Thrissur, Kerala, India ADVENXA Full time

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:

  1. Promoting and selling a range of financial products to existing and new clients, providing tailored solutions to meet their financial needs.
  2. Building and maintaining strong relationships with clients to ensure their financial objectives are met and provide ongoing support.
  3. Conducting financial assessments and analysis to understand clients' financial goals and recommend suitable products.
  4. Ensuring compliance with all relevant financial regulations and company policies.
  5. Achieving targets: Meet or exceed monthly and quarterly sales targets.
  6. Travel requirement: Up to 70% travel.


Requirements

  1. Minimum of 1 year of experience in Sales, Marketing, or Banking.
  2. Bachelors degree in a relevant field.
  3. Strong communication and interpersonal skills.
  4. Ability to work independently and as part of a team.
  5. Good understanding of financial products and services.
  6. Excellent sales and negotiation skills.
  7. 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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