01Overview
Sales Officer-Investment
Location: Palakkad: Pattambi,Pathiripala,Wadakkancherry
Malappuram : Ponnani, Edappal
Experience: Minimum 1 year of experience in sales OR freshers with excellent sales skills
Qualifications: Bachelor's degree( Except B.Tech) is mandatory.
Salary: 20,000.00 - 35,000.00 per month
Shift: 8:30 AM to 5:30 PM
Working Days: 6 days a week
Responsibilities
Identify and approach potential clients to expand the customer base.
Promote and sell a range of financial products to existing and new clients, providing tailored solutions to meet their financial needs.
Build and maintain strong relationships with clients to ensure their financial objectives are met and provide ongoing support.
Conduct financial assessments and analysis to understand clients' financial goals and recommend suitable products.
Ensure compliance with all relevant financial regulations and company policies.
Meet or exceed monthly and quarterly sales targets.
Travel requirement: Up to 75% travel
RequirementsMinimum of 1 year of experience in sales
Bachelor's degree in a relevant field.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Good understanding of financial products and services.
Excellent sales and negotiation skills.
Results-oriented and target-driven. .
