Job Description

NRI Sales - NBFC

Locations :

Calicut

Thrissur

Palakkad

Kochi

Kottayam

Trivandrum

Kollam

Experience :

Minimum 1-3 years in financial sales, wealth management, or investment advisory

(NRI-focused experience preferred).

Qualifications:

Degree Mandatory

Salary :

25,000 - 40,000

plus Attractive

Incentives

Role Overview

Responsible for acquiring new

NRI clients

, offering financial advice, and deepening client relationships by providing investment and wealth management solutions.

Requirements

Education:

Bachelor's degree (mandatory).

Experience:

1-3 years in financial services (sales/wealth management preferred).

Skills:

Strong communication (local & English), analytical ability, convincing skills, resourcefulness.

Other:

Willingness to travel & obtain mandatory certifications.

Responsibilities

Acquire NRI clients through banks, referrals, cold calls, exchange houses, etc. Promote investments in Mutual Funds, Insurance, Equity, Debt, PMS, Smartfolios, and future products. Drive cross-selling & up-selling of financial products (without mis-selling). Grow and maintain client AUM while ensuring retention & satisfaction. Provide market updates, investment guidance, and after-sales service
Job Type: Permanent

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

Benefits:

Health insurance Provident Fund
Application Question(s):

Have you sold financial products specifically to NRI clients before?
Experience:

Banking/NBFC: 2 years (Required)
License/Certification:

Graduation (Required)
Willingness to travel:

* 50% (Required)