Operation Executive

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.

 Maintain all necessary documents and mandatory registers in compliance with relevant regulatory & statutory authorities.

 Manage records related to rent, utilities, taxes, and other financial obligations.

 Coordinate with departments at the Head Office (HO) and Regional Office (RO).

 Collaborate with branch team to support promotional activities and campaigns.

• It is a Full Time Back Office / Data Entry job for candidates with 1 - 3 years of experience.