Operation Executive

Geojit Financial Service LTd

Des : Business support Executive

Ctc : 3 lpa

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.

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