Job Description

NRI Client Associate

Locations:

Palakkad, Malappuram, Thrisssur, Calicut, Ernakulam

Experience :

Minimum 1-3 years in financial sales, wealth management, or investment advisory (NRI-focused experience preferred).

Qualifications:

Degree Mandatory

Salary :

30,000 - 40,000 plus Attractive Incentives

Shift:

9:30 AM to 5:30 PM

About the Role

As a Financial Consultant - NRI (Non-Resident Indian), you will be responsible for acquiring new NRI clients, providing in-depth financial advisory services, and helping them achieve their long-term financial goals. You will play a key role in deepening the company's NRI client base by offering personalized solutions in investments and wealth management while ensuring ethical practices and client satisfaction.

Requirements

Bachelor's degree is mandatory. 1 year of experience in sales, preferably within banking or financial services. Experience or knowledge of NRI banking and financial products is highly desirable. Excellent verbal and written communication skills, with the ability to convey complex financial information clearly. Strong ability to close sales and negotiate terms effectively.

Responsibilities

Acquire and expand the NRI client base through banks, referrals, and networking. Recommend suitable financial products (Mutual Funds, Insurance, PMS, Equity/Debt, Smartfolios). Grow and manage client portfolios (AUM). Provide clients with market insights, research reports, and new investment opportunities. Ensure strong client servicing, retention, and accurate CRM reporting.
Job Types: Full-time, Permanent

Pay: ₹35,000.00 - ₹45,000.00 per month

Benefits:

Health insurance Life insurance Provident Fund
Application Question(s):

How many years of experience do you have in NRI sales or investment advisory?
Experience:

Banking: 2 years (Required)
License/Certification:

Degree (Required)
Willingness to travel:

75% (Required)
Work Location: In person