Responsible for acquiring new NRI clients, offering financial advice, and deepening client relationships by providing investment and wealth management solutions.

Skills

• Communication
• Analytical skills
• Convincing Power
• Resourcefulness
• Financial Services
• Willingness to travel
• Sales

Requirements

• Job Role NRI Sales-NBFC
• Job Type Full Time
• Workplace Type Onsite
• Industry Staffing & Recruiting

Secondary locations

Thrissur, Palakkad,Kochi, Kottayam ,Trivandrum, Kollam

About

Not provided

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

Other 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.
• Experience:Banking/NBFC: 2 years (Required)
• License/Certification:Graduation (Required)
• Willingness to travel:50% (Required)

• Experience : Minimum 1–3 years in financial sales, wealth management, or investment advisory (NRI-focused experience preferred).

• Qualifications: Degree Mandatory

Good to have

Not provided

About the Company

Advenxa serve clientele solutions for various business venture to bring insight into their business goals for finding solutions for better manpower sourcing.