Financial Consultant

GEOJIT FINANCIAL SERVICES LTD

Des: Financial Consultant

CTC:4-5 lpa

JD:

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.

• It is a Full Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 1 - 2 years of experience.

Financial Consultant job గురించి మరింత

1. Financial Consultant jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి గ్రాడ్యుయేట్, అంత కంటే ఎక్కువ మరియు అంతకంటే ఎక్కువ 1 - 2 years of experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹30000 - ₹40000 నెలకుని మీరు ఆశించవచ్చు. ఇది చండీగఢ్లో Full Time Job.
3. Financial Consultant job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ Financial Consultant jobకు 6 working days ఉంటాయి.
4. ఈ Financial Consultant jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ Financial Consultant jobకు కంపెనీలో ఉదాహరణకు, LINEUP MANPOWER SOLUTIONS PRIVATE LIMITEDలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ Financial Consultant రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: LINEUP MANPOWER SOLUTIONS PRIVATE LIMITED వద్ద 10 Financial Consultant ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: ఈ అమ్మకాలు / వ్యాపార అభివృద్ధి jobకి పురుష, మహిళా అభ్యర్థులు apply చేసుకోవచ్చు.
8. ఈ Financial Consultant Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ Financial Consultant jobకు 09:00 AM - 06:00 PM టైమింగ్ ఉంటుంది.