Financial Consultant-NRI| Sales& Wealth Advisory
6 days ago
Job description
Financial Consultant – NRI | Sales & Wealth Advisory
Location: Thrissur ,Palakkad ,Calicut
Employment Type: Full-time (Probation → Permanent)
Department: NRI Sales
About Us
We 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 expertise, we deliver a wide range of investment solutions including Mutual Funds, Equity, Insurance, Portfolio Management Services (PMS), and Smart folios.
Our strength lies in deep market insights combined with cutting-edge digital platforms, enabling us to provide seamless, ethical, and personalized advisory services. With an extensive branch network and a client-first approach, our vision is to empower individuals to achieve financial independence.
Role Overview
As a Financial Consultant – NRI, your primary responsibility will be to acquire and manage Non-Resident Indian (NRI) clients by offering personalized financial advisory services. You will promote and cross-sell a suite of investment solutions—always with a focus on ethical practices and long-term client value.
Key Responsibilities
• Expand the NRI client base via PIS partner banks, client referrals, exchange houses, cold calling & lead generation.
• Advise on and promote:
Mutual Funds
Insurance
Equity & Debt Instruments
PMS (Portfolio Management Services)
Smartfolios & future product offerings
• Drive cross-selling and up-selling of financial products.
• Grow and maintain Assets Under Management (AUM) of acquired clients.
• Build strong, long-term relationships through regular communication & client engagement.
• Educate clients on services, investment options, and market updates (Equity Research, IPOs, NFOs, etc.).
• Assist clients with investment applications and documentation.
• Deliver after-sales support, client satisfaction, and retention.
• Maintain accurate CRM/back-office records and report client acquisition activities.
Education
Bachelor's Degree in any discipline (Finance/Economics preferred)
Experience
Minimum 1 year of experience in financial services, banking, wealth management, or sales (NRI segment preferred)
Skills & Competencies
• Strong communication skills (English + local language; Malayalam preferred)
• Knowledge of Mutual Funds, Equity, Insurance, PMS
• Excellent interpersonal & client engagement skills
• Ability to travel and thrive in a target-driven environment
• Proficiency in CRM or client management tools
• Analytical & financial planning skills
Certifications
Must be willing to obtain mandatory certifications (e.g., NISM) as per industry standards
What We Offer
A chance to build your career in NRI Wealth Advisory
Exposure to diverse financial products & global NRI clientele
Ongoing training, certifications & career growth opportunities
Attractive performance-driven incentives
How to Apply
Send your CV to
For more details, contact:
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