NRI Sales Officer

Advenxa

  • Ernakulam, Kerala
  • Rs. 30,000-40,000 per month
  • Permanent
  • Full-time
  • 13 days ago
  • Apply easily
NRI Sales OfficerLocations :
  • 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 MandatorySalary : 30,000 - 40,000 plus Attractive IncentivesShift: 9:30 AM to 5:30 PMAbout the RoleAs 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.ResponsibilitiesAcquire 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
  • Bachelor's 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

Advenxa

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