Relationship Officer

20,000 - 35,000 /month*

Geojit Financial Services Limited

Sevoke Road, Siliguri

₹10,000 incentives included

6 - 24 months Experience in Field Sales

5 Openings

Incentives included

Full Time

Skills Required

Lead Generation

Wiring

Area Knowledge

Job Highlights

Sales Type: Stock Market / Mutual Funds

Graduate and above

All genders

08:30 AM - 05:00 PM | 6 days working

Job Benefits: Insurance, PF, Medical Benefits

Bike, Smartphone, PAN Card, 2-Wheeler Driving Licence, NISM Certificate

Job Description

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.

Other Details

It is a Full Time Field Sales job for candidates with 6 months - 2 years of experience.

More about this Relationship Officer job

What skills and experience do you need for this Relationship Officer job?
Ans : To apply for this Relationship Officer job, candidates should have skills like Lead Generation, Wiring, Area Knowledge along with 1-2 years of experience.
How much can you earn in this position?
Ans : You can earn between ₹20,000-₹35,000 per month in this Relationship Officer position.
What are the working days and timings for this job?
Ans : This Relationship Officer job has 6 days working days and timings from 08:30 AM - 05:00 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Sevoke Road, Siliguri.
How many openings are available for this position?
Ans : There are 5 openings available for this position.
Is this job open for all genders?
Ans : Yes, this Relationship Officer job is open for both male and female candidates.
What work will you do in this role?
Ans : As a Relationship Officer, you will work on skills like Lead Generation, Wiring, Area Knowledge.
Where is this job located?
Ans : This Relationship Officer job is located in Sevoke Road, Siliguri.
What kind of candidate is ideal for this job?
Ans : A candidate with skills like Lead Generation, Wiring, Area Knowledge along with 1-2 years of experience is ideal for this Relationship Officer job.
Why should you apply for this Relationship Officer job?
Ans : This Relationship Officer job offers a salary between ₹20,000-₹35,000 per month. This is a Full Time opportunity and has 5 openings available.