NRI Sales

Responsibilities :

• Client Acquisition : Identify and acquire potential NRI clients by leveraging various channels such as referrals, networking events, seminars, and online platforms.
• Relationship Management : Build and maintain strong relationships with existing NRI clients by understanding their financial goals, investment preferences, and risk tolerance.
• Product Knowledge : Stay updated on a wide range of financial products and services tailored to the needs of NRI clients, including investment options, insurance policies, real estate opportunities, and banking services.
• Consultative Selling : Offer personalized advice and recommendations to NRI clients based on their financial objectives, risk appetite, and time horizon.
• Cross-Selling and Upselling : Identify opportunities to cross-sell and upsell relevant products and services to NRI clients based on their current portfolio and evolving needs.
• Compliance and Regulatory Requirements : Ensure compliance with regulatory guidelines and policies governing the sale of financial products and services to NRI clients, including KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations.
• Market Research : Stay informed about market trends, economic developments, and regulatory changes that may impact NRI investments and financial planning strategies.

Skills Required

Client Acquisition, Financial Advisory, investment products, insurance policies