Upload Button Icon Add office photos
Engaged Employer

i

This company page is being actively managed by Geojit Financial Services Team. If you also belong to the team, you can get access from here

Geojit Financial Services Verified Tick

Compare button icon Compare button icon Compare
filter salaries All Filters (1)

1 Geojit Financial Services Financial Consultant Job

NRI Financial Consultant

2-6 years

₹ 2.1 - 2L/yr (AmbitionBox estimate)

tooltip
This is an estimate of the average salary range for this position. It has not been reviewed by the company, and the actual salary may differ.

Kochi

1 vacancy

NRI Financial Consultant

Geojit Financial Services

posted 25d ago

Job Role Insights

Fixed timing

Key skills for the job

Job Description

General brief about the role:


  • As a Financial Consultant - NRI (Non-Resident Indian) with Geojit Financial Services Ltd., the primary responsibilities involve acquiring new NRI clients and offering in-depth financial advice and support to aid them in reaching their financial objectives and aspirations, thus deepening the NRI client base of the company.
  • The Financial Consultant - NRI 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. A Financial Consultant - NRI shall source business only from Non-Resident Indians and shall not source business from Resident Indians.

Essential Duties and Responsibilities:

  • Expand the NRI customer base by actively prospecting for new NRI clients through diverse methods including PIS Partner Banks, Clients References, Cold Calling, Exchange Houses etc., appointment scheduling, and harnessing references/leads.
  • Advocate for investments in Mutual Funds, Insurance, Equity & Debt Products, Portfolio Management Services (PMS), Smartfolios and any other products which may be launched in the future based on the needs of the customer for the target market segment (NRI).
  • 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) of the acquired clients.
  • Maintain consistent communication with clients acquired by him/her via telephone calls and inperson 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 acquisition reports and submit them to the reporting officer.
  • Make prompt entries in CRM and / or back office of the businesses / activities done.

Employment Type: Full Time, Permanent

Read full job description

Geojit Financial Services Interview Questions & Tips

Prepare for Geojit Financial Services Financial Consultant roles with real interview advice

What Financial Consultant at Geojit Financial Services are saying

3.9
 Rating based on 51 Financial Consultant reviews

Likes

Good company to start your career in Capital Market.

  • Salary - Good
  • +5 more
Dislikes

Very strict timing 8.30 to 5.30

Read 51 Financial Consultant reviews

Financial Consultant salary at Geojit Financial Services

reported by 177 employees
Lock Unlock
₹1.8 L/yr - ₹4.8 L/yr
50% less than the average Financial Consultant Salary in India
View more details

What Geojit Financial Services employees are saying about work life

based on 503 employees
68%
43%
59%
98%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

Geojit Financial Services Benefits

Job Training
Soft Skill Training
Health Insurance
Team Outings
Education Assistance
Work From Home +6 more
View more benefits

Compare Geojit Financial Services with

HDFC Securities

3.6
Compare

Kotak Securities

3.6
Compare

ICICI Securities

3.9
Compare

Sharekhan

3.8
Compare

Angel One

3.9
Compare

Motilal Oswal Financial Services

3.7
Compare

Edelweiss

3.9
Compare

Axis Direct

3.8
Compare

IIFL Securities

3.6
Compare

Reliance Securities

3.8
Compare

Bajaj Finserv

4.0
Compare

Wells Fargo

3.9
Compare

JPMorgan Chase & Co.

4.0
Compare

Aditya Birla Capital

3.9
Compare

Bajaj Capital

3.8
Compare

Religare

3.8
Compare

Nippon Life India Asset Management

4.5
Compare

JM Financial

3.7
Compare

TSYS|Total System Services

4.1
Compare

Reliance Capital

3.7
Compare

Similar Jobs for you

Sales Consultant at Policybazaar

Gurgaon / Gurugram

0-5 Yrs

₹ 2.5-4.5 LPA

Financial Consultant at Commodity Samachar

Pune

1-3 Yrs

₹ 3-6 LPA

Nri Sales Officer at Policybazaar

Gurgaon / Gurugram

0-5 Yrs

₹ 2.5-4 LPA

Acquisition Relationship Manager at CorpZop

Lucknow

1-3 Yrs

₹ 3-6 LPA

Personal Banker at Hdfc Bank

Kalyani

3-8 Yrs

₹ 3.5-6 LPA

Personal Banker at Hdfc Bank

Kota

3-6 Yrs

₹ 3.5-8 LPA

Nri Personal Banker at Hdfc Bank

Kalyani

3-6 Yrs

₹ 3.5-6 LPA

NRI Relationship Manager at Indusind Bank

Mumbai

2-7 Yrs

₹ 2-6.5 LPA

NRI Relationship Manager at Axis Bank

Bangalore / Bengaluru

2-7 Yrs

₹ 3-8 LPA

Senior Sales Executive at L&T Integrated Engineering Services

Mumbai

3-6 Yrs

₹ 3-7 LPA

Geojit Financial Services Chennai Office Locations

View all
Chennai Office
NO.C-53, IST AVENUE CHINTAMANI, L Block, Anna Nagar, Chennai, Tamil Nadu 600102, India Chennai
View on map
Chennai Office
38, Bazullah Rd, Parthasarathi Puram, T. Nagar, Chennai, Tamil Nadu 600017, India Chennai
View on map

NRI Financial Consultant

2-6 Yrs

Kochi

25d ago·via naukri.com

Recently Viewed

SALARIES

Home First Finance Company India

INTERVIEWS

Geojit Financial Services

20 top interview questions

SALARIES

Geojit Financial Services

SALARIES

Consero Global Solutions

INTERVIEWS

Indiafilings

No Interviews

INTERVIEWS

Indiafilings

No Interviews

COMPANY BENEFITS

Home First Finance Company India

No Benefits

SALARIES

Consero Global Solutions

SALARIES

Home First Finance Company India

SALARIES

Geojit Financial Services

write
Share an Interview
How was your last interview experience?
Rate your experience using AmbitionBox
Terrible
Terrible
Poor
Poor
Average
Average
Good
Good
Excellent
Excellent