Financial consultant

Geojit Finanacial services ltd

Designation-Financial consulnt

ctc-upto 5 lpa

Geojit Financial Services Ltd. Job Description Job title – Functional Designation Financial Consultant Department Branch Sub-Department NA Reporting to Branch Head Employment Type Probation Permanent This information aims to offer insight into the functional role within the company. These duties and responsibilities are only illustrative and not exhaustive. Additional duties may be assigned to maintain business standards. The postholder is expected to contribute to the business and maintain highest of standards. Moreover he/she must adhere to the company policies and must maintain certain degree of discipline and decorum whilst under the service of the company. Job descriptions may be modified as needed to align with company requirements. General brief about the role: 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. GFSL/HR-Dept./JD/Revised Ver: 002 Confidential. For Internal Communication Only Page 2 of 2  Make prompt entries in CRM and / or back office of the businesses / activities done.  Contribute to branch promotional activities to enhance visibility and engagement. Personnel Specification• Education Bachelor’s Degree from an accredited college or university. Experience Minimum two years’ experience in financial services. ~ Skill Sets  Market knowledge (understand the dynamics of financial business)  Resourcefulness  Convincing skills  Analytical skills  Communication Skills (Must be well versed in local & English language, articulate in a professional manner both written & verbal) Other Requirements (if any) Willing to travel as and when required. Behavioural Competencies  Perseverance  Inter personal skills  Cultural sensitivity  Willingness to learn  Initiative  Teamwork and Cooperation  Result Oriented  Motivational skills Certifications Mandatory certifications must be acquired as per the industry certification policy of the company. Other Remarks ~Fresher may also be hired as a trainee to be groomed for the financial consultant role. Approvals Prepared by: (Name/Designation/Date) M Surender / AM –HR/ Apr 2024 Approved by: (Name/Designation/Date) Renjith R G/ Associate Director - Distribution Business/ Apr

• It is a Full Time ఫీల్డ్ అమ్మకాలు job for candidates with 2 - 5 years of experience.

Financial consultant job గురించి మరింత

1. Financial consultant jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి గ్రాడ్యుయేట్, అంత కంటే ఎక్కువ మరియు అంతకంటే ఎక్కువ 2 - 5 years of experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹20000 - ₹41000 నెలకు + ఇన్సెంటివ్‌లుని మీరు ఆశించవచ్చు. ఇది అహ్మదాబాద్లో Full Time Job.
3. Financial consultant job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ Financial consultant jobకు 6 working days ఉంటాయి.
4. ఈ Financial consultant jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ Financial consultant jobకు కంపెనీలో ఉదాహరణకు, GEOJIT FINANCIAL SERVICES LIMITEDలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ Financial consultant రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: GEOJIT FINANCIAL SERVICES LIMITED వద్ద 10 Financial consultant ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: ఈ ఫీల్డ్ అమ్మకాలు jobకి పురుష, మహిళా అభ్యర్థులు apply చేసుకోవచ్చు.
8. ఈ Financial consultant Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ Financial consultant jobకు 09:00 AM - 06:00 PM టైమింగ్ ఉంటుంది.