A Naukri Group company
लॉगिनहायर लोकल स्टाफ
A Naukri Group companyलॉगिनहायर लोकल स्टाफ
20,000 - 35,000 /महीना*
Geojit Financial Services Limited
सेवोके रोड, सिलीगुड़ी
₹10,000 इनसेंटिव्स शामिल
फ़ील्ड सेल्स में 6 - 24 महीने का अनुभव
फुल टाइम
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.
