NRI Client Associate

23 hours 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

  • Financial Consultant-NRI| Sales& Wealth Advisory

    7 days ago

    Thrissur, Kerala, India Trinity SkillWorks Private Limited Full time ₹ 2,00,000 - ₹ 12,00,000 per year

    Job descriptionFinancial Consultant – NRI | Sales & Wealth AdvisoryLocation: Thrissur ,Palakkad ,CalicutEmployment Type: Full-time (Probation → Permanent)Department: NRI SalesAbout UsWe are a leading and trusted financial services organization with a strong presence across India and the Gulf, serving over 1 million clients. Backed by 38+ years of...

  • Relationship Associate

    1 week ago

    Thrissur, Kerala, India Max New York Life insurance Co Ltd Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job Description JOB DESCRIPTION Job Title: Relationship AssociateBand: 5Reporting To: Centre ManagerDepartment: Bancassurance Ujjivan/TMB/ DCB/SIB/CSB JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.KEY RESPONSIBILITIES:Lead generation at the...

  • Customer Relations Associate

    24 hours ago

    Thrissur, Kerala, India Therefore I'm Clinic Full time ₹ 2,16,000 - ₹ 2,40,000 per year

    The Customer Relations Associate will serve as the primary point of contact for customers, ensuring a smooth and positive experience throughout their interaction with the organization. This role involves handling inquiries, coordinating with internal teams, and maintaining strong client relationships through effective communication and problem-solving.Key...

  • Customer Relations Associate

    24 hours ago

    Thrissur, Kerala, India Therefore I'm Full time ₹ 1,80,000 - ₹ 2,40,000 per year

    The Customer Relations Associate will serve as the primary point of contact for customers, ensuring a smooth and positive experience throughout their interaction with the organization. This role involves handling inquiries, coordinating with internal teams, and maintaining strong client relationships through effective communication and problem-solving.Key...

  • Capital Market Associate-Sales

    20 hours ago

    Thrissur, Kerala, India Advenxa Pvt Full time ₹ 24,00,000 - ₹ 42,00,000 per year

    Capital Market Associate-SalesLocation: Thrissur:- Irinjalakuda, Kodungallur, Guruvayoor, Kalady, Mala, Chalakudy, Round South, Round North, Kokkalai, Punkunnam, Angamaly, PerumbavurExperience: Minimum 1 year of experience in sales, marketing, BPO, or bankingQualifications: Bachelor's degree is mandatory.Salary: ₹20, ₹35,000.00 per month+ Attractive...

  • Associate Sales Manager

    2 weeks ago

    Thrissur, Kerala, India Max New York Life insurance Co Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Description JOB DESCRIPTION Job Title: Relationship AssociateBand: 5Reporting To: Centre ManagerDepartment: Bancassurance Ujjivan/TMB/ DCB/SIBJOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.KEY RESPONSIBILITIES:Lead generation at the time of...

  • Senior Associate

    1 week ago

    Thrissur, Kerala, India HDFC Life Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job Description: Senior Associate Branch OperationsAbout HDFC Life: HDFC Life, one of Indias leading private life insurance companies, offers a range of individual and group insurance solutions. HDFC Life continues to have one of the widest reaches among new insurance companies with about 380+ branches in India touching customers in over 900 cities and...

  • Business Development Manager

    1 week ago

    Thrissur, Kerala, India Irish Consulting Group Full time ₹ 3,00,000 - ₹ 7,20,000 per year

    A Business development Manager will be responsible for maintain and attaining revenue for the organization . Build and maintain the team and motivate them to attain the revenue goals. Associate can use leads generated from social media and other client referral for generating revenue.Exp: Yrs in salesQualification : Any Degree / Masters degreeJob Type:...

  • Export Marketing Associate

    1 week ago

    Thrissur, Kerala, India JR Smart Walls Full time ₹ 2,40,000 - ₹ 3,00,000 per year

    Export Marketing Executive - FemaleWe are manufacturing and export firm,looking for candidates to communicate with international clients.Skills & Qualification:· Bachelor's Degree in Marketing or related field/ M.B.A/PGDMExperience: Freshers also can applyResponsibilitiesCommunicate with international clients via whatsapp,email and other digital...

  • Business Development Associate Accounting and Tax Services

    24 hours ago

    Thrissur, Kerala, India E Craft Global Accounting & Tax Services Llc - Spc Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesIdentify and qualify leads through networking, referrals, outbound calls, emails, and digital channels.Research potential clients, including individuals, startups, and businesses needing tax and accounting support.Conduct initial consultations to understand client needs and present tailored service offerings.Clearly explain the firms...