Wealth Sales Executive
2 weeks ago
Wealth Sales Executive (NRI)
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: ₹30, ₹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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