Financial Consultant

Geojit Financial Services Ltd. Job Description Job title – Functional Designation Business Support Executive Department Branch Sub-Department NA Reporting to Branch Head Employment Type Probation Permanent This information aims to offer insight into the functional role within the company. These duties and responsibilities are only illustrative and not exhaustive. Additional duties may be assigned to maintain business standards. The post holder is expected to contribute to the business and maintain highest of standards. Moreover he / she must adhere to the company policies and must maintain certain degree of discipline and decorum whilst under the service of the company. Job descriptions may be modified as needed to align with company requirements. General brief about the role : As a Business Support Executive at Geojit Financial Services Ltd., they will play a crucial role in ensuring the smooth operation of various business functions at the branch. The primary responsibility will be to provide comprehensive service to clients, support internal departments, and bridge communication between clients and the organization, thereby enhancing overall efficiency. Essential Duties and Responsibilities :  Handle service requests, record management of such requests, and ensuring TAT set by regulators and stakeholders.  Effective use of CRM to maintain regular communication with branch clients through various channels such as telephone calls and meetings.  Engage in prospecting activities for new clients through methods including cold-calling, scheduling appointments, and seeking referrals.  Assist clients in account opening procedures and complete investment application forms as well as overseeing routine administrative tasks.  Offer financial advice to clients regarding various investment options based on the recommendations given by the fundamental & technical research team only.  Keep clients informed about the latest Mutual Fund Schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.  Act as a supportive liaison between Financial Consultants (FC), Dealers, and Branch Manager to facilitate smooth business acquisition processes.  Read circulars issued by various departments and update customers.  Ensure satisfactory customer service, follow-up, and client retention.  Manage incoming telephone calls and addressing inquiries promptly.  Provide comprehensive information about the company, its products, and services to visitors.  Record business transactions in the branch's back-office system.  Manage accounts including processing payments, collections of (AMC) fees, handling debtors, branch expenses, and conducting reconciliations. GFSL / HR-Dept. / JD / Revised Ver : 002 Confidential. For Internal Communication Only

Education

Bachelor of Applied Science (BAS), Bachelor Of Pharmacy (B.Pharm), Bachelors of Law (B.L / L.L.B), Bachelor of Commerce (B.Com), Bachelor Of Computer Application (B.C.A), Bachelor of Dental Surgery (B.D.S), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Social Work (B.S.W), Bachelor of Arts (B.A), Bachelor of Architecture (B.Arch), Bachelor of Music, Bachelor of Science (B.Sc), Bachelor of Interdisciplinary Studies, Bachelor of Health Science, Bachelor Of Technology (B.Tech / B.E), Bachelor of Education (B.Ed), Bachelor of Music Education (B.M.E.), Bachelor in General Studies (BGS), Bachelor in Hotel Management (B.H.M), Bachelor of Liberal Arts (BLA / ALB), Bachelor of Homeopathic Medicine and Surgery (BHMS), Bachelor of Business Administration (B.B.A), MBBS

Skills Required

Stock Broking, Life Insurance Sales