Financial Consultant – NRI

Company Description

1 million clients

Our strength lies in combining deep market insights with cutting-edge digital platforms to deliver seamless, ethical, and personalized financial advisory services. We operate through a wide branch network and are driven by a vision to empower clients to achieve financial independence.

Role Description

Financial Consultant – NRI

The role involves field-based client acquisition, portfolio management, consistent client engagement, and cross-selling of third-party products—without any mis-selling. You’ll be responsible for building strong, long-term relationships while contributing to the company’s asset and revenue growth.

• Expand the NRI client base

  through various channels such as PIS partner banks, client referrals, cold calling, exchange houses, and lead generation.

• Promote and advise

  on a wide range of financial products tailored to NRIs, including:
• Mutual Funds Insurance Equity & Debt Instruments Portfolio Management Services (PMS)
• Smartfolios and future product offerings

• Drive cross-selling and up-selling

  of third-party financial products while ensuring ethical sales practices and avoiding mis-selling.

• Grow and maintain Assets Under Management (AUM)

  of acquired clients.

• Maintain regular contact

  with clients through phone calls and face-to-face meetings to build long-term trust.

• Educate prospective clients

  on the company’s services, investment offerings, and market value.

• Update clients

  with timely market intelligence such as equity research, NFOs, IPOs, and mutual fund opportunities.

• Support clients

  in completing investment applications and ensure all documentation is processed accurately.

• Provide excellent after-sales service

  , manage follow-ups, and ensure client satisfaction and retention.

• Report client acquisition activities

  to supervisors and maintain accurate entries in CRM/back-office systems.
• Financial Planning, Retirement Planning, and Investments skills
• Finance and Analytical Skills
• Strong communication and interpersonal skills
• Ability to work independently and manage multiple clients
• Experience with financial software and tools is a plus
• Bachelor's degree in Finance, Economics, or a related field

Education

• Bachelor’s Degree in any discipline from a recognized university (mandatory)

Experience

• 0–2 years of experience in financial services, banking, wealth management, or sales
• Freshers with strong communication skills and a keen interest in financial markets are welcome

Skills & Competencies

• Excellent verbal and written communication skills in English and local language (Malayalam preferred)
• Understanding of financial products such as Mutual Funds, Equity, Insurance, PMS, etc.
• Strong interpersonal, relationship-building, and client engagement skills
• Ability to travel and work in a target-oriented, field-based environment
• Proficient in using CRM or client management tools

Certifications

• Willingness to obtain mandatory certifications (e.g., NISM) as per industry standards