Responsible for generating new sales opportunities by managing and expanding client portfolios through cross-selling and upselling strategies. Develop and maintain relationships with existing clients to maximize sales potential and meet revenue targets. Collaborate with internal teams to identify opportunities for portfolio growth and market expansion.

Skills

• Communication
• Interpersonal Skills
• Ability to work as individual as well as in group
• Financial skills
• Sales
• Negotiation Skills
• Result Oriented
• Target Oriented

Requirements

• Job Role Portfolio Sales Officer
• Job Type Full Time
• Workplace Type Onsite
• Industry Staffing & Recruiting

Secondary locations

About

Not provided

Responsibilities

• Identify and approach potential clients to expand the customer base.
• Promote and sell a range of financial products to existing and new clients, providing tailored solutions to meet their financial needs.
• Build and maintain strong relationships with clients to ensure their financial objectives are met and provide ongoing support.
• Conduct financial assessments and analysis to understand clients' financial goals and recommend suitable products.
• Ensure compliance with all relevant financial regulations and company policies.
• Achievement of Targets: Meet or exceed monthly and quarterly sales targets.
• Travel requirement::Up to 70% travel

Other Requirements

Good to have

Not provided

About the Company

Advenxa serve clientele solutions for various business venture to bring insight into their business goals for finding solutions for better manpower sourcing.