Investment Officer
Chennai, Tamil Nadu, India · Full Time
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- Experience
- 1–4 yrs
- Salary
- INR 15,000 – INR 55,000 / month
- Openings
- 11
- Posted
- ਇੱਕ ਘੰਟਾ ਪਹਿਲਾਂ
- Work mode
- In office
- Education
- Graduate in Commerce, Finance, Business Administration or related field
- Resume
- Required to apply
Where you'll work
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Job description
About the Role
Thrivehub Solutions Pvt. Ltd. is recruiting for a prominent Non-Banking Financial Company (NBFC) in India for the role of Investment Officer. This position involves client acquisition, nurturing lasting relationships, and recommending appropriate investment and protection financial products, including Mutual Funds, Systematic Investment Plans (SIPs), Fixed Deposits, Life and Health Insurance.
Job Locations and Vacancies
- Chennai – 10 openings
- Pondicherry
- Erode
- Salem
- Vellore
- Trichy – 1 opening
Key Responsibilities
- Obtain new clients by leveraging referrals, networking, lead generation, and prospecting.
- Drive business growth across various financial products, including mutual funds, SIPs, fixed deposits, and insurance.
- Develop and manage a robust sales pipeline.
- Engage with at least three clients or prospects daily.
- Assess customers’ financial objectives and advise suitable investment options.
- Consistently meet set monthly, quarterly, and annual sales goals.
- Expand SIP book holdings, Assets Under Management (AUM), and Fixed Deposit mobilizations.
- Execute cross-selling and upselling of financial products.
- Handle client onboarding processes, KYC documentation, and service delivery.
- Ensure compliance adherence and maintain precise client records.
Performance Indicators
- Number of newly acquired clients
- Daily meetings with clients
- SIP registrations and AUM growth
- Sales of mutual funds and net mobilization
- Mobilization of fixed deposits
- Acquisition and renewal of insurance customers
- Customer retention and cross-selling effectiveness
- Overall revenue generation
Candidate Profile
- Excellent verbal and interpersonal communication skills
- Comprehensive knowledge of financial products
- Strong orientation towards sales targets
- Effective relationship management capabilities
- A customer-centric approach
Qualifications and Certifications
Applicants should hold a graduate degree in Commerce, Finance, Business Administration, or associated disciplines. Holding NISM Certification is highly desirable.
Minimum education
Bachelor's Degree
Industry
Financial Services