FC,,DEALER-stock broking

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 post-

holder 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.

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