NRI FC

Geojit Financial Services Ltd. Job Description Designation Business Development Manager NRI Job title Functional Designation Sales Department Regional Office Sub-Department NA Reporting to Regional Manager Employment Type Probation? Permanent This information aims to offer insight into the functional role within the company. These duties and responsibilities are only illustrative and not exhaustive. Additional duties may be assigned to maintain business standards. The post holder is expected to contribute to the business and maintain highest of standards. Moreover he/she must adhere to the company policies and must maintain certain degree of discipline and decorum whilst under the service of the company. Job descriptions may be modified as needed to align with company requirements. General brief about the role: As a Business Development Manager - 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. Additionally, they are required to support the branch in increasing the NRI client base and support the branch as when required with matters related to NRI's. The BDM - 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. A BDM - 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 in person meetings. ? Educate potential prospects about the company, its products, and services. GFSL/HR-Dept./JD/Revised Ver: 002 Confidential. For Internal Communication Only Page 2 of 2 ? 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. Personnel Specification* Education Bachelor's/Master's Degree from an accredited college or university. Experience 5+ years experience in financial services particularly in capital markets/AMC Skill Sets ? Market knowledge (understand the dynamics of financial business) ? Resourcefulness ? Convincing skills ? Analytical skills ? Communication Skills (Must be well versed in local & English language, articulate in a professional manner both written & verbal) Other Requirements (if any) Willing to travel as and when required. Behavioural Competencies ? Perseverance ? Inter personal skills ? Cultural sensitivity ? Willingness to learn ? Initiative ? Teamwork and Cooperation ? Result Oriented ? Motivational skills Certifications Mandatory certifications must be acquired as per the industry certification policy of the company. Other Remarks Approvals Prepared by: (Name/Designation/Date) M Surender / AM HR/ Apr 2025 Approved by: (Name/Designation/Date) *Exceptions may be treated separately