NRI Sales Officer

NRI Sales Officer

Locations :

Ernakulam -2
Kottayam - 2

Experience :   Minimum 2–3 years in financial sales, wealth management, or investment advisory (NRI-focused experience preferred).

Qualifications:   Degree Mandatory

Salary : 3 0,000 - 35,000 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

• 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