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Investment Sales Advisor-(NBFC)

2 weeks ago


Thrissur, Kerala, India Advenxa Pvt Full time ₹ 24,00,000 - ₹ 36,00,00,000 per year

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