NRI Sales Officer
Locations :
Ernakulam -2
Kottayam - 2
Experience : Minimum 23 years in financial sales wealth management or investment advisory (NRI-focused experience preferred).
Qualifications: Degree Mandatory
Salary : 30000 - 35000 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 companys 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
Required Skills:
Indian payroll
Required Education:
Any Graduation
NRI Sales OfficerLocations : Ernakulam -2Kottayam - 2Experience : Minimum 23 years in financial sales wealth management or investment advisory (NRI-focused experience preferred).Qualifications: Degree MandatorySalary : 30000 - 35000 plus Attractive IncentivesShift: 9:30 AM to 5:30 PMAbout the RoleAs...
NRI Sales Officer
Locations :
Ernakulam -2
Kottayam - 2
Experience : Minimum 23 years in financial sales wealth management or investment advisory (NRI-focused experience preferred).
Qualifications: Degree Mandatory
Salary : 30000 - 35000 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 companys 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
Required Skills:
Indian payroll
Required Education:
Any Graduation
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