Geojit Financial Services is looking for Financial Consultant across India.

Do you have an interest in the Stock Market? Are you looking for opportunities to grow your career in this field with a reputed company? Then you are in the right place to get a job for you. 

Geojit Financial Services is a reputed company in this market. They are currently hiring a financial consultant for various locations across the country. 

SEEMS INTERESTING! Read on to know the details of the position and how to apply for this role.

About The Company.

As India’s leading investment services firm, Geojit operates in India and the GCC. Our long tradition of providing effective financial solutions has made us a trusted partner for millions of people. We offer a wide range of products and services such as mutual funds, distribution, and insurance. Equities and Derivatives, PMS Commodities and Financial Planning. Beyond traditional products, we have built a comprehensive suite of digital products and services. Our multi-channel distribution network includes branch offices. A customer service portal and a telephone service dedicated to meeting all your investment needs.

General Role

You will be responsible for promoting various services and products of the company. This includes Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc.

Eligibility Criteria 

Candidates must pass the minimum eligibility criteria to get selected for this position. 

Education Qualification: You must possess a Graduation degree to apply for this role. 

Experience: Candidates with a minimum of 1 year of experience in this field will be preferred. 

Certification: Candidates with a NISM-5 certificate are highly preferable and have a greater chance to get selected. 

Duties & Responsibilities

• New Client Prospecting: Through cold-calling, appointments, references etc.
• Explain the Company, its products & services to existing clients & prospects.
• Promote investments in Equity products, Currency trading, Mutual Funds, Insurance, and PMS.
• Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and so on according to market trends.
• Cross Selling to existing clients.
• Keep regular contact with the clients of the branch through telephone calls and meetings.
• Assist team members in the Branch to close leads.
• Provide investment application forms to clients and assist them in filling them.
• Provide after-sales service, follow-up and ensure client retention.
• Ensure the maintenance and enhancement of the AUM (Assets Under Management) of the branch.
• Prepare a daily sales report and send it to the Branch Head and Sales Manager.
• Make prompt entries in the back office of business done by the branch in the Equity & Currency Segments.
• Support branch promotional activities.

 General Information. 

• Strive towards achieving individual goals and thereby reaching the branch and organisational goals.

• These duties and responsibilities are only illustrative and not exhaustive and are liable to modifications

How To Apply?

If this seems like a role you are searching for so long. Apply Now! By clicking on the below button. A Google form will open, fill out the information correctly and submit your application. 

Brief Description

Company: Geojit Financial Services

Position: Financial Consultant or Financial Advisor

Education: Minimum Graduation with NISM-5 (preferred)

Experience: 1+ yrs.

Location: Delhi, Mumbai, Kolkata, Bangalore, Hyderabad

Salary: 18k to 25k per month (can pay up to 30k depending on experience and skills)

Apply: Click on the link to apply.

Note: We never ask for money for any sort of recruitment activity. You are also requested to not pay anyone for any sort of recruitment promises.