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Investment Sales Advisor-(NBFC)
2 weeks ago
Investment Sales Advisor-(NBFC)
Location :Irinjalakuda, Kodungallur, Guruvayoor, Kalady, Mala, Chalakudy, Round South, Round North, Kokkalai, Punkunnam, Angamaly, Perumbavur
Experience: Fresher / Minimum 1 year of experience in sales, marketing, or banking
Qualifications: Bachelor's degree is mandatory.
Salary: ₹20, ₹30,000.00 per month + Incentives
Shift: 8:30 AM to 5:30 PM
Working Days: 6 days a week
Responsibilities
- Identify, approach, and acquire new clients through field visits, referrals, and networking.
- Present and explain the bank's investment and wealth management products clearly and confidently.
- Conduct financial needs analysis to recommend suitable investment options based on client goals and risk profiles.
- Meet and exceed monthly and quarterly sales targets.
- Maintain regular contact with existing clients to ensure satisfaction and identify cross-selling opportunities.
Requirements
- Bachelor's Degree Mandatory
- Prior experience in sales (Minimum 1 year of experience )
- Excellent sales and negotiation skills.
- Results-oriented and target-driven.
- Good understanding of financial products and services.
Job Types: Full-time, Permanent, Fresher
Pay: ₹20, ₹30,000.00 per month
Benefits:
- Health insurance
- Life insurance
- Provident Fund
License/Certification:
- Degree (Required)
Willingness to travel:
- 75% (Required)
Work Location: In person