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advenxa

Posted 23 Oct 2026

Investment Sales Officer

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Employment
Full time
Posted
23 Oct 2026

About the role

Investment Sales Officer

Location: Malappuram, Kozhikode, Palakkad, Thrissur, Ernakulam

Experience: Minimum of 1 year of experience in Sales or Marketing within the financial or asset management industry.


Qualifications: Bachelor's degree is mandatory.

Salary: Salary: ₹20,000.00 - ₹35,000.00 per month

Shift: 8:30 AM to 5:30 PM

Working Days: 6 days a week (Alternate Saturdays off)


Responsibilities:

  • New Client Acquisition
  • Cross-Selling:Promote and sell a range of financial products to existing and new clients
  • 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.
  • Achievement of Targets:Meet or exceed monthly and quarterly sales targets.
  • Travel requirement::Up to 70% travel


Requirements
  • Bachelor's degree in a relevant field.
  • Minimum of 1 year of experience in Sales, Marketing, Banking.
  • 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.




Benefits
  • Health insurance
  • Provident Fund
Supplemental pay types:
  • Bonus pay
  • Commission pay
  • Performance bonus
  • Yearly bonus


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