NRI Financial Professional

22 hours ago

Chennai Bengaluru Pune, India beBeeInvestment Full time ₹ 9,26,260 - ₹ 15,49,950

NRI Sales Specialist Role


Job Summary:

We are seeking a skilled sales professional to join our organization as an NRI Sales Specialist. The ideal candidate will have a strong understanding of the financial goals and investment preferences of Non-Resident Indians (NRIs) and be able to build and maintain strong relationships with existing clients.

Key Responsibilities:
  • Client Acquisition: Identify and acquire potential NRI clients through referrals, networking events, seminars, and online platforms.
  • Relationship Management: Build and maintain strong relationships with existing NRI clients by understanding their financial goals, investment preferences, and risk tolerance.
  • Product Knowledge: Stay updated on a wide range of financial products and services tailored to the needs of NRI clients, including investment options, insurance policies, real estate opportunities, and banking services.
  • Consultative Selling: Offer personalized advice and recommendations to NRI clients based on their financial objectives, risk appetite, and time horizon.
  • Cross-Selling and Upselling: Identify opportunities to cross-sell and upsell relevant products and services to NRI clients based on their current portfolio and evolving needs.
  • Compliance and Regulatory Requirements: Ensure compliance with regulatory guidelines and policies governing the sale of financial products and services to NRI clients, including KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations.
  • Market Research: Stay informed about market trends, economic developments, and regulatory changes that may impact NRI investments and financial planning strategies.

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