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Job Description

Company: Geogit Financial Services Ltd

Position: Business Support Executive cum sales

Location - Malleswaram, Bengaluru, Karnataka

Experience: min 1 year in Finance securities company

Executive (BSE) candidates should be keen in sales. It is a back office cum sales profile

Professional Responsibilities :-

 Prepare the complete documentation procedure for new registration of Client A/c (KYC)

 Handling the queries and the entire operational part of Existing Branches / Franchises and develop their Business.

 Monitoring of Inactive Client Accounts and Inactive Franchises to reactivate

 Preparing MIS report on daily basis (brokerage and a/c opening).

 Co-ordination with buyers & sellers for margins and payment collections.

 Candidate should be willing to do sales of Mutual fund, open dmat account

Other Responsibilities

 Managing & Handling the queries of walk-In clients

 Managing & Keeping up to date records of Stamp Papers

 Timely Payin & Payout

 Follow up of mails to Risk Department (Debit List)

 Follow up of mails to HO & RO and revert on time

 Maintaining all types of Files & Registers (Payout Register, Inward register, etc)

 Stocking all types of inventories

 Filling & entering the client’s form in the Back office system

 Cash Management (Cash General, Petty Cash etc)

 Ensuring the timely payments of the bills keeping records of all payments made &

Reconciliation of accounts

 Follow up of Leads and Client acquisition & activation

 Cross selling of other products & services & building depth within the existing relationships

 Taking necessary industry certifications & getting them validated on expiry

 Attending training & implementing it in a best possible manner

Pl note this job has targets of sales along with back office activities

Also the candidate should have minimum experience of one year in Finance Securities company.

Finance securities companies are those which deals in equity market or broking companies like angel broking , sharekhan, motilal oswal etc.

Education: Minimum Graduation

Added dvantage: if done NCFM, NISM, AFMI

Salary : 18k to 30k per month
Interested candidates can mail resumes for further shortlisting

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹30,000.00 per month

Benefits:

  • Provident Fund

Experience:

  • business support executive: 1 year (Required)
  • sales of dmat accounts: 1 year (Required)
  • sales of mutual funds and insurance: 1 year (Required)

Work Location: In person

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