NRI Investment Officer- Sales

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)