NRI Sales Officer
NRI Sales Officer
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Job Description
NRI Sales Officer
Locations :
Calicut 1
Thrissur 2
Palakkad 2
Kochi 2
Kottayam 2
Trivandrum 1
Kollam 1
Experience : Minimum 1 3 years in financial sales wealth management or investment advisory (NRI-focused experience preferred).
Qualifications: Degree Mandatory
Salary : 30000 - 40000 plus Attractive Incentives
Shift: 9:30 AM to 5:30 PM
About the Role
As a Financial Consultant NRI (Non-Resident Indian) you will be responsible for acquiring new NRI clients providing in-depth financial advisory services and helping them achieve their long-term financial goals. You will play a key role in deepening the company s NRI client base by offering personalized solutions in investments and wealth management while ensuring ethical practices and client satisfaction.
Responsibilities
Acquire and expand the NRI client base through banks referrals and networking.
Recommend suitable financial products (Mutual Funds Insurance PMS Equity/Debt Smartfolios).
Grow and manage client portfolios (AUM).
Provide clients with market insights research reports and new investment opportunities.
Ensure strong client servicing retention and accurate CRM reporting.
Requirements
- Bachelors degree is mandatory.
- 1 year of experience in sales preferably within banking or financial services.
- Experience or knowledge of NRI banking and financial products is highly desirable.
- Excellent verbal and written communication skills with the ability to convey complex financial information clearly.
- Strong ability to close sales and negotiate terms effectively.
Benefits
- ESI & PF
- Health Insurance
- Attractive Incentives
Bachelor's degree Experience in trading
Education
Any Graduation
Employment Type
Full Time
