BOI AXA
Sales Associate
8 months ago
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Important information
Location:
Tamil Nadu, India
Work mode:
Onsite
Published on:
16 October 2026
What they need
Our Culture
We recognize employees as our greatest asset. We strongly believe that “Happy employees make Investors happy”. We have built a strong culture of trust, mutual respect and empowerment that fosters growth and ownership among all our employees. Our HR policies are suited to the current needs of a vibrant organization allowing employees flexibility, transparency and merit based growth. Our senior management is always accessible to encourage communication and feedback from all employees.
OUR VALUES
Bank of India Mutual Fund is committed to becoming a dependable and reliable asset management company for its investors. It will strive for excellence in product performance and expanding our family of happy investors.
Job Description
Sales Associate trainee/ Sales Associate (This is a contractual employment with 'Team lease')
Reporting to: Business Manager
Role & Responsibilities
- Represent the Bank Of India Investment managers for the mutual fund product. Maintain and build relationship with the customers of the branch.
- Understand the, products, market scenario and suggest investment options based on the client profiling.
- Manage allotted branches of Bank of India.
- Manage walk-in clients as well as follow up with leads.
- Assist the Marketing Officer of BOI to complete the KYC for BOI MF customers.
- Provide insights about the clientele of the branch to determine business potential.
Qualification & Skillsets
- Minimum qualification - Graduate (any stream)
- NISM V-A Compulsory
- Good Spoken & written English.
- Good Mannerism & Etiquettes, Presentable
- Understanding of the local language (E.g.: Maharashtra - Marathi, Karnataka - Kannada; etc.)
- Better if has a private transport
- Portrays Selling Skills - Skills to convert prospects to clients by closing initial sale and getting ongoing sales.
Industry : Insurance/ Banking/ Mutual Funds (1-6 years experience)
Job Locations : Madurai / Ernakulam / Thiruvananthapuram / Rajkot
Traits Required:
- Go Getter Attitude – Hunger to Perform and Grow.
- Relationship Guy - Should be able to build and maintain relationships naturally – extroverted, has a habit of meeting new people and build relationships.
- Ethical - No Rebating (or passing back commissions to investors) approach, Transparent and Open Client Relationships.
- Integrity and Honesty – High Levels of Both.
Who can apply :
- Minimum Graduate.
- NISM - VA Certified preferred.
Only candidates matching the job requirements should apply.
Salary & Benefits offered:
- Compensation at par with the market standards and experience
- Mobile Reimbursement, Local Conveyance, Internet allowance & Medical Insurance
Gender: No preference
Age: 21 - 35 Years
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