Job Description

NRI Investment Officer- Sales

Locations :

Kochi ,Calicut ,Thrissur , Palakkad , Kottayam ,Trivandrum ,Kollam

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

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.

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.
Job Types: Full-time, Permanent

Pay: ?25,000.00 - ?35,000.00 per month

Benefits:

Health insurance Provident Fund
Application Question(s):

Do you have prior in NRI Lead generation or NRI Account opening?
Education:

Bachelor's (Required)
Experience:

Bank Sales: 1 year (Required)
License/Certification:

Bachelor's Degree (Required)
Willingness to travel:

* 75% (Required)