Financial Consultant-NRI| Sales& Wealth Advisory

10 hours ago

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

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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