Senior Financial Solutions Specialist

2 weeks ago


Thrissur, Kerala, India ADVENXA Full time
About the Role

We are seeking an experienced Portfolio Sales Officer to join our team at ADVENXA. In this role, you will be responsible for identifying and approaching potential clients to expand our customer base.

Job Description

The ideal candidate will have a minimum of 1 year of experience in sales or marketing in the financial industry. They must also possess strong communication and interpersonal skills, as well as the ability to work independently and as part of a team.

Key Responsibilities
  1. Clients Acquisition: Identify and approach potential clients to expand our customer base.
  2. Financial Product Promotion: 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.
  6. Target Achievement: Meet or exceed monthly and quarterly sales targets.
Requirements
  • Experience: Minimum of 1 year of experience in sales, marketing, banking.
  • Degree: Bachelor's degree in a relevant field.
  • Skills: Strong communication and interpersonal skills, ability to work independently and as part of a team.
  • Knowledge: Good understanding of financial products and services.
Benefits
  • Health Insurance:
  • Life Insurance:
  • Provident Fund:
Estimated Salary Range:

Rupees 19,000 - Rupees 35,000 per month.



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