Relationship Officer

20,000 - 35,000 /month*

Geojit Financial Services Limited

Field job

Ambawadi, Ahmedabad

₹10,000 incentives included

6 - 24 months Experience in Sales / Business Development

10 Openings

Incentives included

Full Time

Skills Required

Cold Calling

Lead Generation

Wiring

Job Highlights

Graduate and above

All genders

10:00 AM - 06:00 PM | 6 days working

Job Benefits: Insurance, PF, Medical Benefits

PAN Card, 2-Wheeler Driving Licence

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 Sales / Business Development 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 Cold Calling, Lead Generation, Wiring along with 1-2 years of experience.
What is the salary and job type for this role?
Ans : The salary for this Relationship Officer job ranges between ₹20,000-₹35,000 per month. This is a Full Time job.
What is the work schedule for this Relationship Officer job?
Ans : This Relationship Officer job has 6 days working days and timings from 10:00 AM - 06:00 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 Ambawadi, Ahmedabad.
How many vacancies are there for this Relationship Officer job?
Ans : There are 10 vacancies for this Relationship Officer role.
Is this job open for all genders?
Ans : Yes, this Relationship Officer job is open for both male and female candidates.
What are the key responsibilities of this Relationship Officer job?
Ans : As a Relationship Officer, key responsibilities include skills like Cold Calling, Lead Generation, Wiring. This role is part of Sales / Business Development category.
What is the job location for this position?
Ans : The job location for this Relationship Officer position is Ambawadi, Ahmedabad.
Who is the right fit for this Relationship Officer job?
Ans : A candidate having skills like Cold Calling, Lead Generation, Wiring with 1-2 years of experience is the right fit for this Relationship Officer job.
What makes this Relationship Officer job a good opportunity?
Ans : This Relationship Officer job is a good opportunity as it offers a salary between ₹20,000-₹35,000 per month. This is a Full Time job and has 10 openings.