Investment Executive

1 day ago

Thiruvananthapuram Kerala, India Advenxa Pvt.Ltd Full time

**Operations Sales Associate**
Location**: Trivandrum - Neyyanttinkara, Varkala.**
Experience**:* Minimum **1 year in documentation or KYC or sales or marketing within the banking sector.*
Qualifications**:* **Bachelor's degree *is mandatory.

Salary**:* ₹**20,000.00 - ₹25,000.00* per month.

Working Hours**:* **8:30 AM to 5:30 PM*.

Responsibilities**:

- **KYC Updation**:

- Ensure compliance with KYC regulations and update customer information as per government guidelines.
- Conduct regular audits to verify the accuracy and completeness of KYC records.
- **Government Rule and SEBI Compliance**:

- Stay abreast of updates to government rules and SEBI regulations related to banking operations.
- Implement necessary changes to ensure full compliance with regulatory requirements.
- **Target Setting and Analysis**:

- Collaborate with the management team to set operational and sales targets.
- Analyze performance data to identify trends and areas for improvement.
- **Sales and Sales Support**:

- Actively participate in sales initiatives to promote banking products and services.
- Provide sales support by assisting the sales team in achieving targets.
- **Operational Excellence**:

- Streamline branch operations for efficiency and effectiveness.
- Implement best practices to enhance operational workflows.
- **Customer Service**:

- Address customer inquiries and concerns related to operations and sales.
- Ensure a high level of customer satisfaction through prompt and professional service.
- **Reporting**:

- Prepare and submit regular reports on KYC compliance, sales performance, and operational metrics.
- Provide insights and recommendations for optimizing branch performance.

**Requirements**:

- Minimum 1 year of experience in documentation or KYC or sales and marketing within the banking sector.
- Bachelor's degree in a relevant field.
- Knowledge of KYC regulations, government rules, and SEBI compliance.
- Strong analytical and problem-solving skills.
- Proven ability to meet and exceed sales targets.
- Excellent communication and interpersonal skills.
- Ability to work in a team and independently.

**Job Types**: Full-time, Permanent

Pay: ₹20,000.00 - ₹25,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Fixed shift

Supplemental Pay:

- Commission pay
- Performance bonus
- Yearly bonus

**Education**:

- Bachelor's (required)

**Experience**:

- Banking Operations: 1 year (required)

**Language**:

- English (required)

Work Location: In person

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