Key Responsibilities
- Promote and sell investment productsto new and existing customers.
- Achieve monthly, quarterly, and annual investment mobilization targets.
- Generate leads through branch walk-ins, customer references, field visits, networking, and promotional activities.
- Identify potential investors and develop a strong customer pipeline.
- Explain product features, interest rates, tenure options, benefits, and applicable terms and conditions to customers.
- Assist customers with application forms, KYC documentation, and investment processing.
- Ensure timely follow-up with prospective customers and convert leads into business.
- Build and maintain long-term relationships with high-value and repeat investors.
- Coordinate with branch operations and accounts teams for smooth investment processing and customer servicing.
- Keep records of customer interactions, investment bookings, and daily sales activities.
- Participate in marketing campaigns, investment drives, seminars, and branch-level promotional events.
- Stay updated on company investment products, market trends, and competitor offerings.
- Ensure compliance with RBI guidelines, company policies, KYC/AML norms, and other regulatory requirements.
Qualifications
- Bachelor’s Degree in any discipline (Commerce/Finance preferred).
- MBA / PGDM in Marketing or Finance is an added advantage.
Experience
- 1–5 years of experience in sales, preferably in NBFC, banking, financial services, insurance, or investment products.
- Experience in selling NCDs, Fixed Deposits, Mutual Funds, Bonds, Insurance, or Wealth Products will be preferred.
Required Skills
- Strong communication and interpersonal skills.
- Excellent sales and negotiation abilities.
- Customer relationship management skills.
- Basic understanding of financial and investment products.
- Ability to work independently and achieve targets.
- Good presentation and follow-up skills.
- Proficiency in MS Office and CRM/branch management systems.
Preferred Candidate Profile
- Prior experience in an NBFC or bank investment sales team.
- Existing network of HNI/UHNI, business, or retail investors.
- Willingness to travel within the assigned territory.
Pay: ₹20,000.00 - ₹40,000.00 per month
Benefits:
- Cell phone reimbursement
- Paid sick time
Work Location: In person
