Financial Service Sales Associate

Essential Duties and Responsibilities:

 Communicate with clients to understand their investment objectives, provide market insights,

and execute trades according to client’s sole preferences and confirmation.

 Suggest trade & investment recommendations as given by fundamental and technical research

team (only).

 Execute buy and sell orders for clients in a timely and accurate manner across different financial

markets and instruments while ensuring proper evidence of the order has been acquired (Confirm

with client: TRAQS- TRADE CODE, RATE, ACTIVITY, QUANTITY and SCRIP).

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

including cold-calling, appointment scheduling, and harnessing references/leads.

 Ensure clients receive precise trade confirmations on a daily basis.

 Report customers grievance related to trade disputes directly to Compliance Department, Head

Office at the earliest.

 Activation of clients who are dormant or inactive by advocating them to start trading again.

 Execute cross-selling based on customer need, aimed at third-party products to optimize

engagement with current clientele, thereby maximize revenue generation for the company.

 Maintain consistent communication with clients who are mapped to him/her via telephone calls

and in-person meetings.

 Monitor market conditions, trends, and news that may impact the prices of securities or other financial products.

• It is a Full Time सेल्स / बिझनेस डेव्हलपमेंट job for candidates with 1 - 3 years of experience.

More about this Financial Service Sales Associate job

1. What is the eligibility criteria to apply for this Financial Service Sales Associate job?
   Ans: The candidate should be ग्रेजुएट आणि त्याहून अधिक and above with 1 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹28000 दरमहा that depends on your interview. It's a फुल टाईम job in Agra.
3. How many working days are there for this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job will have 6 working days.
4. Are there any charges applicable while applying or joining this Financial Service Sales Associate job?
   Ans: No, there is no fee applicable for applying this Financial Service Sales Associate 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 Financial Service Sales Associate role?
   Ans: There is an immediate opening of 5 Financial Service Sales Associate at Geojit Financial Services Limited
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this सेल्स / बिझनेस डेव्हलपमेंट job.
8. What are the timings of this Financial Service Sales Associate job?
   Ans: This Financial Service Sales Associate job has 10:00 AM - 06:00 PM timing.