Nri Sales Officer

1 - 5 years

2 - 5 Lacs

Posted:3 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

  • Expand the NRI customer base by actively prospecting for new NRI clients through diverse

methods including PIS Partner Banks, Clients References, Cold Calling, Exchange Houses etc.,

appointment scheduling, and harnessing references/leads.

  • Advocate for investments in Mutual Funds, Insurance, Equity & Debt Products, Portfolio

Management Services (PMS), Smartfolios and any other products which may be launched in the

future based on the needs of the customer for the target market segment (NRI).

  • Execute cross & up-selling aimed at providing third-party products to optimize engagement with

current clientele, thereby enhancing revenue generation for the company without any form of

mis-selling.

  • Ensure the maintenance and growth of Assets under Management (AUM) of the acquired clients.
  • Maintain consistent communication with clients acquired by him/her via telephone calls and inperson meetings.
  • Educate potential prospects about the company, its products, and services

Preferred candidate profile

Job Description

Designation Business Development Manager

NRI

Job title Functional Designation Sales

Department Regional Office

Sub-Department

Reporting to Regional Manager

• Market knowledge (understand the dynamics of financial business)

• Resourcefulness

• Convincing skills

• Analytical skills

• Communication Skills (Must be well versed in local & English

language, articulate in a professional manner both written & verbal

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Financial Services

Kottayam

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