Nri Investment Officer- Sales
1 week ago
**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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