Financial Consultant – NRI Clients
3 days ago
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 :
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