NRI Client Associate

1 week ago


Thrissur, Kerala, India Advenxa Pvt Full time ₹ 35,00,000 - ₹ 45,00,000 per year

NRI Client Associate

Locations: Palakkad, Malappuram, Thrisssur, Calicut, Ernakulam

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

Shift: 9:30 AM to 5:30 PM

About the Role

As a Financial Consultant – NRI (Non-Resident Indian), you will be responsible for acquiring new NRI clients, providing in-depth financial advisory services, and helping them achieve their long-term financial goals. You will play a key role in deepening the company's NRI client base by offering personalized solutions in investments and wealth management while ensuring ethical practices and client satisfaction.

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.

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.

Job Types: Full-time, Permanent

Pay: ₹35, ₹45,000.00 per month

Benefits:

  • Health insurance
  • Life insurance
  • Provident Fund

Application Question(s):

  • How many years of experience do you have in NRI sales or investment advisory?

Experience:

  • Banking: 2 years (Required)

License/Certification:

  • Degree (Required)

Willingness to travel:

  • 75% (Required)

Work Location: In person


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