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B2B Relationship Manager

Top Investments
Posted on 10 Apr 19
Job DescriptionLast Date 09 Jun 19
B2B Relationship Manager
  • This role is of Relationship manager through Banking Channel. 
  • Geojit has partnership with various banks like Oriental commerce bank, South Indian bank, Andhra bank, Coorporation bank and other banks who do not deal in securities and mutual funds. 
  • These banks get clients who are keen to open Dmat accounts and trade in equity and mutual funds. 
  • These clients are referred to the relationship manager who explains then the features and get the forms filled to open DMAT accounts
  • Achieving the Business targets assigned in terms of, generating revenue, acquiring clients, enhancing and upgrading the client relationships·
  • Profiling Customers and suggesting financial products to meet customer needs as per their risk appetite.
  • Ensuring the highest levels of service to the clients.
  • Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market.
  • Responsible for cross selling products like Equity, Insurance, Mutual funds, PMS , SIPs etc to the   existing set of customers.
Skills, Qualifications & Experience:
  • Good communication skills.
  • Graduate with NCFM/NISM Certification 5 (Mutual Fund) is preferred  but not mandatory.
  • Experience -  1- 4 years in capital markets preferably with brokerage firms.
  • Freshers with NCFM or NISM certificates are eligible.

Job Type

Interview Type

Telephonic Interview

Company Description
Geojit is a leading Investment services company in India with a growing presence in the Middle East. The company rides on its rich experience in the capital market to offer its clients a wide portfolio of savings and investment solutions. The gamut of value-added products and services offered ranges from Equities and Derivatives to Mutual Funds, Life & General Insurance and Financial Planning. The needs of over 9,87,000 clients are met via multichannel services - a countrywide network of over 479 offices, phone service, dedicated Customer Care Centre and the Internet.