NRI Investment Officer- Sales

3 weeks ago


Ernakulam, India Advenxa Pvt Full time

NRI Investment Officer- Sales

Locations : Kochi ,Calicut ,Thrissur , Palakkad , Kottayam ,Trivandrum ,Kollam

Experience : Minimum 1–3 years in financial sales, wealth management, or investment advisory (NRI-focused experience preferred).

Qualifications: Degree Mandatory

Salary : 30, ,000 plus Attractive Incentives

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.

Job Types: Full-time, Permanent

Pay: ₹25, ₹35,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Application Question(s):

  • Do you have prior in NRI Lead generation or NRI Account opening?

Education:

  • Bachelor's (Required)

Experience:

  • Bank Sales: 1 year (Required)

License/Certification:

  • Bachelor's Degree (Required)

Willingness to travel:

  • 75% (Required)

  • NRI Sales Consultant

    3 weeks ago


    Ernakulam, India Advenxa Pvt Full time

    NRI Sales Consultant 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 : 30, ,000 plus Attractive Incentives Shift:...

  • Investment Specialist

    3 weeks ago


    Ernakulam, India SquareLeague Asset Management Full time

    Role Overview: As anInvestment Specialist, you will be responsible foracquiring and managing clients,designing financial plans, andoptimizing investment portfolios. This is an exciting opportunity for those who want to blend sales excellence with financial expertise. Salary: 20-25k onwards Responsibilities: Client Acquisition & Relationship Management...

  • Tele Sales Officer

    2 days ago


    Ernakulam, India Triworld Developers Full time

    **The Company: TriWorld is a conglomerate company with offices in Kochi & Dubai. Its diversified interests are in Reality, Hotels & Resorts, Sports, Tours & Financial investments.** **Responsibilities**: - Calling existing and potential customers to persuade them to purchase company products and services. - Generating promising leads to appointments for...

  • Senior Accountant

    3 weeks ago


    Ernakulam, India Skymond Travel and Holidays Full time

    Job Title: Senior Accountant / Asset Controller ( 2 Nos.) Employer: NRI Businessman/ Group Job Overview:We are seeking a highly reliable and experienced Senior Accountant / Asset Controller to manage and oversee the personal assets of an NRI businessman. The role involves handling day-to-day accounting of income and expenditures, rental collections, asset...

  • Sales Officer

    2 days ago


    Ernakulam, India Right Human Skills & Resources Private Limited Full time

    We are looking for a professional Sales Officers to be an intermediary between Buyers. Real Estate Agent responsibilities include marketing listings and providing guidance to buyers and sellers. This is a great opportunity for someone looking to grow their career in real estate. **Responsibilities** - Provide guidance and assist buyers in purchasing...

  • Sales Officer

    3 weeks ago


    Ernakulam, India ORIENTAL MUHAMMED AND SONS LLP Full time

    Job Summary: We are seeking a motivated and result-oriented Sales Officer to join our growing team in Ernakulam. The candidate will be responsible for driving sales of aluminium roofing sheet products, building strong customer relationships, and achieving sales targets in the assigned territory. Key Responsibilities: Identify and develop new business...

  • Sales Officer

    2 weeks ago


    Ernakulam, India Primaone Solutions Pvt Ltd Full time

    Primaone is the leading authorised distributors of Boss Silicones and Norton Abrasives. Both world renowned MNC with various product categories such as Silicone Sealants, PU Foams and Selants. Abrasives products such as Sandpaper, Cutting blades for power tools, and other accessories. **Job Location : Angamaly, Aluva, Perumbavoor, Muvatupuzha, Kothamangalam...


  • Ernakulam, India VKM Office Chairs Full time

    Sales/Marketing Officer Sales/Marketing Officers are **territory focused and are given monthly sales and visit targets**. They report to Sales Manager. **A Salesperson who visits customers in their workplaces& offices to sell in person**. Their duties include attracting new customers to the company, nurturing relationships with them and maximizing the...

  • Sales Officer

    6 days ago


    Ernakulam, India PulseUK Holidays Full time

    Urgent Hiring - Monitors competitor landscapes to develop sales strategies. - Acquires sales through the generation and follow-up of leads. - Analyses customer Behavior to support client acquisition and retention through customer enquiries and feedback. - Uses such knowledge to tailor solutions which meet clients' requirements. - Possesses strong...

  • Field Officer Sales

    1 week ago


    Ernakulam, India Factor Human Resources Pvt Ltd Full time

    **Sales Officer Responsibilities**: - Developing and sustaining long-lasting relationships with customers. - Screening, recruiting, and training sales employees. - Calling potential customers to explain company products and encourage purchases. - Developing in-depth knowledge of company products. - Maintaining an accurate record of all sales, scheduled...