Job Description

NRI - Relationship Officer

Location:

Kochi, Kottayam, Trivandrum, Kollam

,

Calicut, Thrissur, Palakkad

Experience:

Minimum 2 year experience in the Banking or Financial Services sector

Qualifications:

Degree Mandatory

Salary:

?30,000 - ?40,000 + Attractive Incentives

Requirements

Bachelor's degree is mandatory. Minimum 1 year of experience in sales, preferably within the banking or financial services sector. Prior experience or knowledge of NRI banking and financial products is highly desirable. Excellent verbal and written communication skills (both English and local language). Strong ability to prospect, close sales, and cross-sell financial products. Analytical mindset with basic market and investment knowledge. Willingness to travel as required.

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: ?30,000.00 - ?40,000.00 per month

Benefits:

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

How many years of Banking/ NBFC experience your have ?
Experience:

Sales: 2 years (Required)
License/Certification:

Graduation (Required)
Willingness to travel:

* 50% (Required)