
NRI Investment Officer- Sales
3 days 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 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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