NRI Sales Consultant

1 week ago

Cochin, Kerala, India Advenxa Pvt Full time ₹ 3,60,000 - ₹ 4,20,000 per year

NRI Sales Consultant

Locations :

  • Calicut – 1

  • Thrissur – 2

  • Palakkad – 2

  • Kochi – 2

  • Kottayam – 2

  • Trivandrum – 1

  • Kollam – 1

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

Requirements

  • Bachelor's Degree is mandatory.
  • 1 to 3 years of experience in financial sales, preferably in banking, wealth management, or financial advisory roles.
  • Prior experience or knowledge in NRI banking and financial products is highly desirable.
  • Strong verbal and written communication skills, capable of simplifying complex financial information for clients.
  • Proven ability to close sales and negotiate effectively.
  • Result-driven, target-oriented, and customer-focused approach.

Responsibilities

  • Identify and acquire new NRI clients through banks, referrals, networking, and digital channels.
  • Recommend tailored financial products such as Mutual Funds, Insurance, PMS, Equity/Debt Instruments, and Smartfolios.
  • Manage and grow client portfolios (AUM), ensuring periodic review and performance analysis.
  • Provide regular market insights, investment research reports, and updates on global market trends to clients.
  • Deliver excellent client servicing to ensure high retention and satisfaction.

Job Type: Permanent

Pay: ₹30, ₹35,000.00 per month

Benefits:

  • Health insurance
  • Provident Fund

Application Question(s):

  • Are you comfortable working in a target-driven role that involves meeting sales goals, handling work pressure, and traveling for client meetings?

Experience:

  • Banking: 1 year (Required)

License/Certification:

  • Graduation (Required)

Willingness to travel:

  • 75% (Required)

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