सेल्स को-ऑर्डिनेटर

Geojit Financial Services Ltd. Job Description Job title – Functional Designation Financial Consultant 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 postholder 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 Financial Consultant with Geojit Financial Services Ltd., the primary responsibilities involve acquiring new clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations. The Financial Consultant collaborates closely with clients to grasp their financial requirements, evaluate their risk tolerance levels, and assist them in selecting appropriate products based on their needs. Additionally, staying updated on market trends, economic developments, and investment opportunities is crucial to provide informed recommendations to clients. Essential Duties and Responsibilities:  Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.  Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products which may be launched in the future based on the needs of the customer.  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) within the branch.  Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.  Educate potential prospects about the company, its products, and services.  Provide regular updates to clients through research reports on equity, new mutual fund schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.  Assist clients with investment application forms and guide them through the completion process.  Deliver after-sales service, conduct follow-ups, and ensure client retention.  Prepare daily sales reports and submit them to the reporting officer. GFSL/HR-Dept./JD/Revised Ver: 002 Confidential. For Internal Communication Only Page 2 of 2  Make prompt entries in CRM and / or back office of the businesses / activities done.  Contribute to branch promotional activities to enhance visibility and engagement. Personnel Specification• Education Bachelor’s Degree from an accredited college or university. Experience Minimum two years’ experience in financial services. ~ Skill Sets  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) Other Requirements (if any) Willing to travel as and when required. Behavioural Competencies  Perseverance  Inter personal skills  Cultural sensitivity  Willingness to learn  Initiative  Teamwork and Cooperation  Result Oriented  Motivational skills Certifications Mandatory certifications must be acquired as per the industry certification policy of the company. Other Remarks ~Fresher may also be hired as a trainee to be groomed for the financial consultant role. Approvals Prepared by: (Name/Designation/Date) M Surender / AM –HR/ Apr 2024 Approved by: (Name/Designation/Date) Renjith R G/ Associate Director - Distribution Business/ Apr 2024 •Exceptions may be treated separately

• इस फुल टाइम सेल्स / बिज़नेस डेवलपमेंट Job में 2 - 4 वर्षो का अनुभव वाले उम्मीदवारों की जरुरत है।

इस सेल्स को-ऑर्डिनेटर Job के बारे में अधिक जानकारी

1. इस सेल्स को-ऑर्डिनेटर Job के लिए आवेदन करने के लिए पात्रता मानदंड क्या है?
   Ans: उम्मीदवार ग्रेजुएट होना चाहिए और उसके पास 2 - 4 वर्षो का अनुभव होना चाहिए।
2. मैं इस Job की रोल के लिए कितने वेतन की उम्मीद कर सकता हूं?
   Ans: आप ₹20000 - ₹45000 प्रति महीने + इन्सेन्टिव के वेतन की उम्मीद कर सकते हैं जो आपके इंटरव्यू पर निर्भर करता है। यह कोलकाता में एक फुल टाइम Job है।
3. इस सेल्स को-ऑर्डिनेटर Job के लिए कितने कार्य दिवस हैं?
   Ans: इस सेल्स को-ऑर्डिनेटर Job के लिए कार्य दिवस 6 दिन का होगा।
4. क्या इस सेल्स को-ऑर्डिनेटर Job के लिए आवेदन करते समय या इस Job को ज्वाइन करने के बाद कोई शुल्क भी लागू होता है?
   Ans: नहीं, इस सेल्स को-ऑर्डिनेटर Job के लिए आवेदन करते समय या इस Job को ज्वाइन करने के बाद कोई भी शुल्क नहीं लगता है !
5. क्या यह सेल्स को-ऑर्डिनेटर Job घर से किया जा सकता है?
   Ans: नहीं, यह Job घर से ऑनलाइन नहीं किया जा सकता है।
6. इस सेल्स को-ऑर्डिनेटर Job के लिए कितनी रिक्तियां हैं?
   Ans: GEOJIT FINANCIAL SERVICES LIMITED में तत्काल सेल्स को-ऑर्डिनेटर के लिए 10 रिक्तियां हैं!
7. इस सेल्स को-ऑर्डिनेटर Job के लिए कौन आवेदन कर सकता है?
   Ans: पुरुष और महिला दोनों उम्मीदवार इस सेल्स / बिज़नेस डेवलपमेंट Job के लिए आवेदन कर सकते हैं।
8. इस सेल्स को-ऑर्डिनेटर Job के लिए टाइमिंग क्या है?
   Ans: इस सेल्स को-ऑर्डिनेटर Job में टाइमिंग 09:00 AM - 06:00 PM है।