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advenxa

Posted 17 Jul 2026

Sales Officer - Investment

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Employment
Full time
Posted
17 Jul 2026

About the role

Sales Officer-Investment

Location: Palakkad: Pattambi,Pathiripala,Wadakkancherry

Malappuram : Malappuram,Perinthalmanna,Nilambur,Valancherry

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








Requirements
  • Minimum 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.


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