Field Sales Officer- Investment

Field Sales Officer- Investment

Location :Irinjalakuda, Kodungallur, Guruvayoor, Kalady, Mala, Chalakudy, Round South, Round North, Kokkalai, Punkunnam, Angamaly, Perumbavur

Experience: Minimum 1 year of experience in sales, marketing, or banking
Qualifications: Bachelor's degree is mandatory.
Salary: ₹20,000.00 - ₹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, Fresher

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

• Health insurance
• Provident Fund