रिलेशनशिप ऑफिसर

JOB DESCRIPTION:
As a Financial Consultant with Geojit Financial Services Ltd., the primary responsibilities involve

acquiring new clients and offering in-depth financial advice and support to aid them in reaching their

financial objectives and aspirations. The Financial Consultant 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. Additionally, staying updated on market trends, economic developments,

and investment opportunities is crucial to provide informed recommendations to clients.

JOB DESCRIPTION:
As a Financial Consultant with Geojit Financial Services Ltd., the primary responsibilities involve

acquiring new clients and offering in-depth financial advice and support to aid them in reaching their

financial objectives and aspirations. The Financial Consultant 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. Additionally, staying updated on market trends, economic developments,

and investment opportunities is crucial to provide informed recommendations to clients.

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.

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

 Contribute to branch promotional activities to enhance visibility and engagement.

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.

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

 Contribute to branch promotional activities to enhance visibility and engagement.

• इस फुल टाइम फ़ील्ड सेल्स Job में 1 - 5 वर्षो का अनुभव वाले उम्मीदवारों की जरुरत है।

इस रिलेशनशिप ऑफिसर जाब के बारे में अधिक जानकारी

1. इस रिलेशनशिप ऑफिसर जाब के लिए आवेदन करने के लिए पात्रता मानदंड क्या है?
   Ans: उम्मीदवार ग्रेजुएट होना चाहिए और उसके पास 1 - 5 वर्षो का अनुभव होना चाहिए।
2. मैं इस जाब की रोल के लिए कितने वेतन की उम्मीद कर सकता हूं?
   Ans: आप ₹20000 - ₹28000 प्रति महीने के वेतन की उम्मीद कर सकते हैं जो आपके इंटरव्यू पर निर्भर करता है। यह अहमदाबाद में एक फुल टाइम जाब है।
3. इस रिलेशनशिप ऑफिसर जाब के लिए कितने कार्य दिवस हैं?
   Ans: इस रिलेशनशिप ऑफिसर जाब के लिए कार्य दिवस 6 दिन का होगा।
4. क्या इस रिलेशनशिप ऑफिसर जाब के लिए आवेदन करते समय या इस जाब को ज्वाइन करने के बाद कोई शुल्क भी लागू होता है?
   Ans: नहीं, इस रिलेशनशिप ऑफिसर जाब के लिए आवेदन करते समय या इस जाब को ज्वाइन करने के बाद कोई भी शुल्क नहीं लगता है !
5. क्या यह रिलेशनशिप ऑफिसर जाब घर से किया जा सकता है?
   Ans: नहीं, यह जाब घर से ऑनलाइन नहीं किया जा सकता है।
6. इस रिलेशनशिप ऑफिसर जाब के लिए कितनी रिक्तियां हैं?
   Ans: Geojit Financial Services Limited में तत्काल रिलेशनशिप ऑफिसर के लिए 10 रिक्तियां हैं!
7. इस रिलेशनशिप ऑफिसर जाब के लिए कौन आवेदन कर सकता है?
   Ans: पुरुष और महिला दोनों उम्मीदवार इस फ़ील्ड सेल्स जाब के लिए आवेदन कर सकते हैं।
8. इस रिलेशनशिप ऑफिसर जाब के लिए टाइमिंग क्या है?
   Ans: इस रिलेशनशिप ऑफिसर जाब में टाइमिंग 09:00 AM - 06:00 PM है।