Investment Sales Advisor-(NBFC)

0 - 3 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for the following tasks as an Investment Sales Advisor: - Identify, approach, and acquire new clients through field visits, referrals, and networking. - Present and explain the banks 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. Qualifications required for this role include: - Bachelor's degree is 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. As an Investment Sales Advisor, you will be working full-time with a permanent position. Additionally, you will be entitled to benefits such as health insurance, life insurance, and provident fund. This role will require you to have a willingness to travel up to 75% of the time. The work location will be in person.,

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