Financial Consultant – NRI Clients

3 days ago


Karur, Tamil Nadu, India Trinity SkillWorks Private Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

We're Hiring | Financial Consultant – NRI

Locations:
Madurai | Trichy | Coimbatore | Erode | Karur

Role:
Financial Consultant – NRI (FC–NRI / Sr. FC–NRI / AM NRI Sales / MA NRI Sales)

Department:
Sales (Branch)

Qualification:
Any Graduate

Experience:
6 Month – 2 Years NRI

About the Role

As a
Financial Consultant – NRI
, you will be responsible for acquiring and managing
Non-Resident Indian (NRI) clients
and helping them achieve their financial goals through tailored investment advice and solutions.

This is a
client-facing role
with excellent growth potential for individuals passionate about financial markets and relationship management.

Key Responsibilities

Acquire new NRI clients via banks, referrals & exchange houses

Promote investment products — Mutual Funds, Equity, Insurance, PMS, Smartfolios, etc.

Cross-sell & up-sell financial products responsibly

Maintain and grow client portfolios & AUM

Stay updated on market trends, IPOs, and mutual fund schemes

Ensure client satisfaction through consistent service and communication

What We're Looking For

  • Strong communication skills (English + local language)

  • Interest in financial services / investments

  • Confident, persuasive & analytical

  • Willing to travel for client meetings

  • Freshers or professionals with up to 2 years' experience in financial services, banking or insurance

Why Join Us

  • Excellent growth opportunities in the financial services industry

  • Structured training and certification support

  • Incentive-driven role with strong career potential

-Opportunity to work in NRI client segment


Interested candidates can apply or share their CV at:

Email :


Hiring #FinancialConsultant #NRI #FinanceJobs #MutualFunds #Banking #Insurance #Sales #Madurai #Trichy #Coimbatore #Erode #Karur #SkillActz #CareerOpportunity
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