Investment Sales Officer

Investment Sales Officer

Location: Thrissur:

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.
  

• 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.