Relationship Officer

Geojit Financial Services Ltd.

Job Description

Designation Business Development Manager –

NRI

Job title – Functional Designation Sales

Department Regional Office

Sub-Department NA

Reporting to Regional Manager

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 Development Manager - NRI (Non-Resident Indian) with Geojit Financial Services Ltd.,

the primary responsibilities involve acquiring new NRI clients and offering in-depth financial advice and

support to aid them in reaching their financial objectives and aspirations, thus deepening the NRI client

base of the company. Additionally, they are required to support the branch in increasing the NRI client

base and support the branch as when required with matters related to NRI’s. The BDM - NRI 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. A BDM - NRI shall source business only

from Non-Resident Indians and shall not source business from Resident Indians.

Essential Duties and Responsibilities:

 Expand the NRI customer base by actively prospecting for new NRI clients through diverse

methods including PIS Partner Banks, Clients References, Cold Calling, Exchange Houses etc.,

appointment scheduling, and harnessing references/leads.

 Advocate for investments in Mutual Funds, Insurance, Equity & Debt Products, Portfolio

Management Services (PMS), Smartfolios and any other products which may be launched in the

future based on the needs of the customer for the target market segment (NRI).

 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) of the acquired clients.

 Maintain consistent communication with clients acquired by him/her via telephone calls and in-

person meetings.

 Educate potential prospects about the company, its products, and services.

GFSL/HR-Dept./JD/Revised Ver: 002 Confidential. For Internal Communication Only Page 2 of 2

 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.

 Assist branches with documentation required for account opening, transactions, and regulatory

compliance as per Indian and international financial laws (such as FATCA, KYC norms, etc.) for

NRI clients.

 Assist the branches exclusively on matters related to NRIs

 Deliver after-sales service, conduct follow-ups, and ensure client retention.

 Prepare acquisition reports and submit them to the reporting officer.

 Make prompt entries in CRM and / or back office of the businesses / activities done.

Personnel Specification•

Education Bachelor’s/Master’s Degree from an accredited college or university.

Experience 5+ years’ experience in financial services particularly in capital markets/AMC

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

Approvals

Prepared by:

(Name/Designation/Date) M Surender / AM –HR/ Apr 2025

Approved by:

(Name/Designation/Date)

•Exceptions may be treated separately

• It is a Full Time Field Sales job for candidates with 2 - 4 years of experience.

More about this Relationship Officer job

1. What is the eligibility criteria to apply for this Relationship Officer job?
   Ans: The candidate should be Graduate and above and above with 2 - 4 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹30000 - ₹52000 per month + Incentives that depends on your interview. It's a Full Time job in Kolkata.
3. How many working days are there for this Relationship Officer job?
   Ans: This Relationship Officer job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Officer job?
   Ans: No, there is no fee applicable for applying this Relationship Officer job and during the employment with the company, i.e., GEOJIT FINANCIAL SERVICES LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Officer role?
   Ans: There is an immediate opening of 2 Relationship Officer at GEOJIT FINANCIAL SERVICES LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Relationship Officer job?
   Ans: This Relationship Officer job has 09:00 सुबह - 06:00 शाम timing.