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NRI Sales

2 weeks ago

Cochin, Kerala, India Advenxa Pvt Full time ₹ 3,00,000 - ₹ 4,20,000 per year

NRI Sales - NBFC

Locations :

  • Calicut

  • Thrissur

  • Palakkad

  • Kochi

  • Kottayam

  • Trivandrum

  • Kollam

Experience : Minimum 1–3 years in financial sales, wealth management, or investment advisory (NRI-focused experience preferred).

Qualifications: Degree Mandatory

Salary : 25, ,000 plus Attractive Incentives

Role Overview

Responsible for acquiring new NRI clients, offering financial advice, and deepening client relationships by providing investment and wealth management solutions.

Requirements

  • Education: Bachelor's degree (mandatory).
  • Experience: 1–3 years in financial services (sales/wealth management preferred).
  • Skills: Strong communication (local & English), analytical ability, convincing skills, resourcefulness.
  • Other: Willingness to travel & obtain mandatory certifications.

Responsibilities

  • Acquire NRI clients through banks, referrals, cold calls, exchange houses, etc.
  • Promote investments in Mutual Funds, Insurance, Equity, Debt, PMS, Smartfolios, and future products.
  • Drive cross-selling & up-selling of financial products (without mis-selling).
  • Grow and maintain client AUM while ensuring retention & satisfaction.
  • Provide market updates, investment guidance, and after-sales service

Job Type: Permanent

Pay: ₹25, ₹35,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Application Question(s):

  • Have you sold financial products specifically to NRI clients before?

Experience:

  • Banking/NBFC: 2 years (Required)

License/Certification:

  • Graduation (Required)

Willingness to travel:

  • 50% (Required)