Geojit

Responsibilities: 1.Maintain relationship banks and generate leads to open demat accounts. 2.Manage people and follow up on leads generated to open accounts. 3. Its a managerial role. No Third Party Targets No Insurance Bangalore & Mangalore Provident fund Health insurance Annual bonus Sales incentives

Company Description Geojit is a leading investment services company in India with a strong presence in the Gulf Cooperation Council (GCC) countries. Offering a comprehensive range of investment solutions, Geojit helps clients achieve their financial goals through services like equity and currency derivatives, financial planning, and distribution of Mutual Funds and Life & General Insurance. Geojit combines expertise with innovation to provide seamless investment experiences through digital platforms and dedicated customer support. Role Description This is a full-time on-site role for a Financial Sales Consultant located in Kasaragod. The Financial Sales Consultant will be responsible for day-to-day tasks related to financial planning, investments, finance, analytical skills, and retirement planning. Qualifications Financial Planning and Finance skills Investments and Analytical Skills Experience in Retirement Planning Strong communication and interpersonal skills Bachelor's degree in Finance, Economics, Business, or related field Show more Show less

Company Description Geojit is one of India's leading investment services companies, with a strong presence in the Gulf Cooperation Council (GCC) countries. Serving over one million clients through a network of more than 500 offices, we offer a comprehensive range of investment solutions, including equity and currency derivatives, margin trading, Portfolio Management Services, and more. Our innovative digital trading platforms and dedicated customer support ensure seamless and reliable investment experiences. Geojit is committed to empowering investors with expert insights and a client-first approach to help them achieve their financial goals. Role Description This is a full-time, on-site role for an Equity Dealer located in Mettuppalaiyam. The Equity Dealer will be responsible for executing trades on behalf of clients, monitoring stock market trends, and providing clients with updates on their investments. Daily tasks include analyzing market conditions, managing client portfolios, and ensuring compliance with financial regulations. The role also involves maintaining detailed records of trading activities and collaborating with other financial professionals to optimize investment strategies. Qualifications Knowledge of Stock Market and Trading Experience in Equities and Investments Strong understanding of Finance Analytical skills and attention to detail Ability to work well in a team environment Excellent communication and interpersonal skills Bachelor's degree in Finance, Economics, Business, or a related field Relevant certifications in trading or financial markets are a plus

Job Description - B2B – State In charge Essential Duties and Responsibilities: Own and drive the B2B revenue and client acquisition targets for the entire state. Lead, guide, and manage a team of Bank Relationship Officers to expand the customer base through both partner bank channels and direct sourcing. Guide and coordinate with the branch employees to make sure the relationship with partner banks is maintained thereby increasing the business through the said channel. Work closely with the regional and state teams in your respective area to organize marketing activities in the bank branches. Conduct regular training programs to the branch employees and Bank branch officials Strengthen and expand strategic alliances with banking partners to enable deeper market penetration. Identify high-potential locations and ensure deployment of the right talent and resources. Act as the senior-most relationship manager for all bank partnerships in the state. Regularly engage with senior banking officials at regional and zonal levels to identify and unlock new opportunities. Drive joint marketing and outreach initiatives with banks and financial institutions. Recruit, onboard, train, and mentor Bank Relationship Officers to ensure high performance and compliance. Conduct regular reviews, performance tracking, and skill enhancement interventions for the team. Foster a culture of accountability, collaboration, and excellence. Monitor day-to-day activities to ensure adherence to compliance, operational guidelines, and quality standards. Ensure timely reporting of business metrics, client engagement status, and market feedback to central leadership. Coordinate with internal departments (Marketing, Research, Operations, and Compliance) to enable seamless execution of business plans. Supervise key client relationships to ensure client satisfaction and business continuity. Stay abreast of market trends, regulatory changes, and competitor strategies and incorporate insights into the business roadmap.

As a B2B State In charge, your primary responsibility will be to own and drive the B2B revenue and client acquisition targets for the entire state. You will lead, guide, and manage a team of Bank Relationship Officers with the objective of expanding the customer base through partner bank channels and direct sourcing. It will be crucial for you to coordinate with branch employees to maintain strong relationships with partner banks, thereby increasing business through this channel. Collaboration with regional and state teams in your respective area will be essential to organize marketing activities in bank branches. You will be responsible for conducting regular training programs for branch employees and bank officials. Strengthening and expanding strategic alliances with banking partners to achieve deeper market penetration will be a key aspect of your role. Identifying high-potential locations and ensuring the deployment of appropriate talent and resources will also be within your scope. Acting as the senior-most relationship manager for all bank partnerships in the state, you will engage regularly with senior banking officials at regional and zonal levels to unlock new opportunities. Driving joint marketing and outreach initiatives with banks and financial institutions will be part of your responsibilities. Recruitment, onboarding, training, and mentoring of Bank Relationship Officers to ensure high performance and compliance will be crucial. Regular reviews, performance tracking, and skill enhancement interventions for the team will be necessary to foster a culture of accountability, collaboration, and excellence. Monitoring day-to-day activities to ensure adherence to compliance, operational guidelines, and quality standards will also fall under your purview. You will be expected to ensure timely reporting of business metrics, client engagement status, and market feedback to central leadership. Coordination with internal departments such as Marketing, Research, Operations, and Compliance will be necessary to enable the seamless execution of business plans. Supervising key client relationships to ensure client satisfaction and business continuity will also be a part of your responsibilities. Staying abreast of market trends, regulatory changes, and competitor strategies and incorporating insights into the business roadmap will be critical for success in this role.,

As a Financial Consultant at Geojit in Tirunelveli, you will play a vital role in providing top-notch financial planning services to clients. Your responsibilities will include analyzing clients" financial situations, devising effective investment strategies, and offering expert retirement planning advice. By leveraging your expertise in financial planning and retirement planning, you will guide clients towards achieving their financial goals. Your day-to-day tasks will revolve around assessing clients" financial statuses, developing comprehensive financial plans, suggesting appropriate investment products, and conducting regular portfolio reviews to ensure that clients" investments are in line with their objectives and comply with regulatory standards. Your ability to combine Financial Planning, Retirement Planning skills, and Investment and Finance knowledge will be crucial in delivering value to our clients. To excel in this role, you should possess strong Analytical Skills and have excellent communication and interpersonal abilities. Your capacity to work both independently and collaboratively within a team environment will be key to your success. A Bachelor's degree in Finance, Economics, or a related field would be advantageous for this position, and holding a certification in financial planning (CFP) would be a definite plus. Join Geojit, a pioneering investment services firm that prioritizes client satisfaction and innovative solutions. Make a difference in the financial well-being of our clients by providing them with personalized financial advice tailored to their unique needs and goals.,

You will be responsible for owning and driving the B2B revenue and client acquisition targets for the entire state. Leading, guiding, and managing a team of Bank Relationship Officers to expand the customer base through partner bank channels and direct sourcing will be a key aspect of your role. You will need to work closely with branch employees to maintain relationships with partner banks and increase business through this channel. Collaboration with regional and state teams to organize marketing activities in bank branches will be crucial. Regular training programs for branch employees and bank officials, along with the strengthening and expansion of strategic alliances with banking partners, will be necessary to enable deeper market penetration. Identifying high-potential locations, deploying the right talent and resources, and acting as the senior-most relationship manager for all bank partnerships in the state will be part of your responsibilities. Engaging with senior banking officials to identify new opportunities and driving joint marketing initiatives with banks and financial institutions will be essential. Recruiting, onboarding, training, and mentoring Bank Relationship Officers to ensure high performance and compliance will be a key focus. Conducting regular reviews, tracking performance, and providing skill enhancement interventions for the team to foster a culture of accountability, collaboration, and excellence will be important. Monitoring day-to-day activities to ensure compliance, operational guidelines, and quality standards are adhered to will also be part of your role. You will be required to ensure timely reporting of business metrics, client engagement status, and market feedback to central leadership. Coordinating with internal departments such as Marketing, Research, Operations, and Compliance to enable seamless execution of business plans will be necessary. Supervising key client relationships to ensure client satisfaction and business continuity will also be a part of your responsibilities. Staying informed about market trends, regulatory changes, and competitor strategies and incorporating insights into the business roadmap will be crucial for success in this role.,

As a Financial Sales Consultant at Geojit, you will play a pivotal role in assisting clients to achieve their financial objectives. Your responsibilities will revolve around financial planning, investments, finance, analytical skills, and retirement planning. This challenging yet rewarding full-time position is based in Kasaragod. To excel in this role, you must possess a strong foundation in financial planning and finance, coupled with solid investment and analytical skills. Experience in retirement planning will be an added advantage. Effective communication and interpersonal abilities are essential to build lasting relationships with clients and provide them with the best financial solutions. As a successful candidate, you should hold a Bachelor's degree in Finance, Economics, Business, or a related field. Your commitment to delivering exceptional service, combined with your expertise in the financial domain, will enable you to thrive in this dynamic and client-centric environment at Geojit.,

As a Dealer at Geojit Financial Services Ltd, your primary responsibility will be to communicate effectively with clients in order to understand their investment objectives. You will be required to provide market insights and execute trades based on the preferences and confirmations provided by the clients. It is essential to suggest trade and investment recommendations as directed by the fundamental and technical research team. Executing buy and sell orders for clients across various financial markets and instruments in a timely and accurate manner is crucial. You must ensure that proper evidence of the order has been acquired, confirming with clients on TRAQS - TRADE CODE, RATE, ACTIVITY, QUANTITY, and SCRIP. Additionally, expanding the customer base through proactive prospecting methods such as cold-calling, appointment scheduling, and leveraging references/leads is a key aspect of the role. You will be responsible for providing clients with precise trade confirmations on a daily basis and reporting any trade-related grievances from customers directly to the Compliance Department at the Head Office promptly. Activating dormant or inactive clients by encouraging them to resume trading activities is also part of your duties. Cross-selling based on customer needs, particularly third-party products, with the aim of enhancing engagement with existing clients and maximizing revenue generation for the company will be expected. Maintaining regular communication with clients through telephone calls and in-person meetings is essential. Furthermore, monitoring market conditions, trends, and news that could potentially impact the prices of securities or other financial products is crucial to stay informed and make informed trading decisions.,

Conduct employee onboarding and help organize training & development initiatives Provide support to employees in various HR-related topics such as leaves and compensation and resolve any issues that may arise Promote HR programs to create an efficient and conflict-free workplace Assist in development and implementation of human resource policies Undertake tasks around performance management Gather and analyze data with useful HR metrics, like time to hire and employee turnover rates Organize quarterly and annual employee performance reviews Maintain employee files and records in electronic and paper form Enhance job satisfaction by resolving issues promptly, applying new perks and benefits and organizing team building activities Ensure compliance with labor regulations

Responsibilities: 1.Maintain relationship banks and generate leads to open demat accounts. 2.Manage people and follow up on leads generated to open accounts. 3. Its a managerial role. No Third Party Targets No Insurance Mangalore & South Goa Provident fund Health insurance Annual bonus Sales incentives Travel allowance

We are looking for an experienced candidates in NRI client handling. Interested Aspirants can share your CV to n_saranya@geojit.com or WhatsApp 9995809600 Education: Minimum Graduation with NISM-5 (Preferred) Experience: 1+ Yrs Roles 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. • 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. • Assist branches with documentation required for account opening, transactions, and regulatory compliance as per Indian and international financial laws (such as FATCA, KYC norms, etc.) for NRI clients. • Assist the branches exclusively on matters related to NRIs • 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. Venue : GEOJIT FINANCIAL SERVICES C-60, FIRST AVENUE, CHINTHAMANI, ANNA NAGAR EAST, CHENNAI - 600102. WWW.GEOJIT.COM

We are looking for an experienced candidates in Wealth Management and Banking Industry. Interested Aspirants can share your CV to n_saranya@geojit.com or WhatsApp 9995809600. Education : Minimum Graduation with NISM-5 (preferred) Experience : 1+ yrs. PRODUCTS Equity products, Currency, 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 investments in Equity products, Currency trading, Mutual Funds, Insurance and PMS Update clients with Research Reports on Equity, 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 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 Sales Manager Make prompt entries in the back office of business done by branch in the Equity & Currency Segments Support branch promotional activities 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. Walk in - Venue - GEOJIT FINANCIAL SERVICES LTD. C-60, FIRST AVENUE, CHINTAMANI, ANNA NAGAR EAST, CHENNAI - 600102. WWW.GEOJIT.COM

We are looking for an experienced candidates for Branch Head position for the Pondicherry, Tiruvannamalai & Vellore Locations with the same field experience. Interested Aspirants can share your CV to n_saranya@geojit.com or WhatsApp 9995809600. Roles and Responsibilities: Managing Branch as Profit Center by revenue generation across all Products & Service. 1. Managing the team of relationship manager, dealers and ensure the issues of staff is resolved 2. Achieving Monthly Targets & comparing it with benchmark across product line 3. Attending daily morning conference call & discussing it with the colleagues 4. Special thrust on acquiring HNIs & Corporate clients 5. Meeting HNI clients to built the rapport 6. Identifying the weak areas & providing solutions to those areas 7. Daily Meeting with the colleagues on market outlook, sharing market information, ensuring active participation from all 8. Analyzing & comparing the branch performance with other branches 9. Motivating & guiding the branch colleagues 10. Active interaction with clients to improve the business regularly 11. Managing the client grievances 12. Curbing Trade Errors & implementing proper risk management policy (Debits & Debit Collection) 13. Keeping up with the regulatory & compliance issues from time to time 14. Ensuring smooth & cost efficient operation in the branch (Pay-In, Pay-Out, reducing expenses, etc) 15. Assessing performance of each employee as compared to Targets given on monthly basis 16. Providing training & solving queries of colleagues 17. Working in Team 18. Reporting all the activities to the Regional Manager from time to time 19. Organizing Investor meets/seminars in co-ordination RM, SH & HO 20. Responsible for hygiene in the branch 21. Ensuring safe & secure working environment for all employees especially women 22. Ensuring that the employees are fully compliant with the Code of Conduct of the company, the regulator & the exchanges 23. Ensuring safe use if computers & the other gadgets provided by the company Certification Preferred: Graduate with NCFM Certification, NISM certificate, AMFI Mutual Fund Certification) Experience: 6+ years and above in broking field. Certificates: NISM 5A, NISM VIII Perks & Benefits: 1. Annual Appraisal & Increment 2. Quarterly Attractive Incentive 3. Quarterly Attractive Contest