Investment Sales Associate

2 days ago


Kochi Kerala, India Advenxa Pvt.Ltd Full time

**Investment Sales Associate (Financial Products)**

Location**:KOCHI / MATTANCHERRY / PALARIVATTOM / EDAPPALLY/ ALUVA/ KOLENCHERY / PERUMBAVOOR / ANGAMALY**

Experience**:Minimum 1 year in Sales**, Marketing, or Banking; or Fresher with a strong passion for sales

Qualifications**:Bachelor's degree is mandatory**

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

Shift: 8:30 AM to 5:30 PM

Working Days: 6 days a week

**Key Responsibilities**:

- New Client Acquisition: Identify and approach potential clients to expand the customer base.
- Cross-Selling: Promote and sell a range of financial products to existing and new clients, providing tailored solutions to meet their financial needs.
- Client Relationship Management: Build and maintain strong relationships with clients to ensure their financial objectives are met and provide ongoing support.
- Financial Analysis: Conduct financial assessments and analysis to understand clients' financial goals and recommend suitable products.
- Achievement of Targets: Meet or exceed monthly and quarterly sales targets.
- Travel Requirement: Up to 70% travel may be required.

**Benefits**:

- Health insurance
- Life insurance
- Provident Fund

**Supplemental pay types**:

- Bonus pay
- Commission pay
- Joining bonus
- Performance bonus

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

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

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Commission pay
- Joining bonus
- Performance bonus
- Yearly bonus

**Education**:

- Bachelor's (required)

**Experience**:

- sales: 1 year (preferred)

Willingness to travel:

- 75% (required)

Work Location: In person



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