NRI Client Associate

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