Investment Sales & Client Advisor

Investment Sales & Client Advisor

Location : Calicut- Kuthuparambu,Koyilandy,Thaliparambu, Calicut,Kozhikode

Kannur- Fortlight, Thalassery, Payyannur

Kasaragod

Experience: Minimum 1 year of experience in sales, marketing, or banking
Qualifications: Bachelor's degree is mandatory.
Salary: ₹20,000.00 - ₹25,000.00 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, Permanent, Fresher

Pay: ₹20,000.00 - ₹27,000.00 per month

Benefits:

• Health insurance
• Provident Fund

Application Question(s):

• Are you comfortable with field visits, client meetings, and achieving monthly sales targets?

Education:

• Bachelor's (Required)

Experience:

• sales: 1 year (Required)

Willingness to travel:

• 75% (Preferred)