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8 Geojit Financial Services Jobs

NRI Financial Consultant

2-6 years

₹ 2.1 - 2.4L/yr (AmbitionBox estimate)

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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 21d 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

Top Geojit Financial Services Financial Consultant Interview Questions

Q1. Which stock do you suggest for investment in current scenario
Q2. Name the sectors which are traded in the stock market
Q3. What are the technical charts used to predict market movement
View all 26 questions

What people 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
₹1.8 L/yr - ₹4.8 L/yr
49% less than the average Financial Consultant Salary in India
View more details

What Geojit Financial Services employees are saying about work life

based on 500 employees
68%
42%
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

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