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Business Development Officer

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Onsite

Business Development Officer

Invest Gold General Finance (P) Limited

Business Development Officer

Skills

Communication CampaignCRMBusiness Development

2 months ago

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Important information


Contract type:

Permanent

Location:

Kerala, India

Work mode:

Onsite

Published on:

14 August 2026

What they need


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.

Experience

  • 1–3years of experience in sales, preferably in NBFC, banking, financial services, insurance, or investment products.

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.

Preferred Candidate Profile

  • Prior experience in an NBFC or bank investment sales team.

Pay: ₹20,000.00 - ₹40,000.00 per month

Pay: ₹20,000.00 - ₹40,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Flexible schedule
  • Paid sick time
  • Provident Fund

Work Location: In person

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