Nri Investment Officer- Sales

2 days ago

Kochi Kerala, India Advenxa Pvt.Ltd 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 - 40,000** 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: ₹25,000.00 - ₹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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