NRI Investment Officer- Sales

10 hours 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)

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