Geojit Financial Hiring for Dealer/FC-Finance Company-Kolkata-Odisha-Jamshedpur at Jamshedpur, Jharkhand, India

• GEOJIT FINANCIAL SERVIC LTD*

Designation-Dealer,FC

ctc– 3-5 lakhs

DEALER-

GENERAL ROLE

The dealers are employees who play a link between the customer and the stock exchange. They

are responsible for placing orders in the stock exchange terminals. Dealers directly report to the

branch head.

Essential Duties & Responsibilities

 Revenue Generation

• Customer Profiling
• Activation of inactive clients
• Increasing volumes and revenue by proper guidance to customers so as to increase their

maximum participation.

• Cross selling other products

 Client Interaction

• Regular Meetings with clients for maintaining relations
• References from existing clients to acquire new clients
• Updating clients on market, company’s research reports, new IPOs, etc
• Proper confirmations of trades to clients on daily basis.

 Risk Management.

 Group discussions & up-gradation of market information, research reports

General

 Strive towards achieving individual goals and thereby the branch and organizational

goals

 These duties and responsibilities are only illustrative and not exhaustive and are liable to

modifications.

FINANCIAL CONSULTANT-

GENERAL ROLE

Responsible for promoting third party products such as Mutual Funds, SIPs, Insurance, PMS,

Bonds etc.

Essential Duties & Responsibilities

 New Client Prospecting – Through cold-calling, appointments, reference etc.

 Explain about the Company, its products & services to existing clients & prospects.

 Promote distribution business of Mutual Funds, Insurance and PMS.

 Update clients with Research reports on the new MF Schemes, NFOs, IPOs and on market

trends.

 Cross Sell to existing clients.

 Keep regular contacts 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.

 Arrange Investment seminars in the branch.

 Provide after sales service, follow-up and ensure client retention.

 Ensure the maintenance and enhancement of the AUM of the branch.

 Prepare daily sales report and send to Branch Head and Distribution Manager.

 Make prompt entries in the back office of business done across all distribution products.

 Support branch promotional activities.

General

 Strive towards achieving individual goals and thereby the branch and organizational

goals