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Financial Consultant

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experience 4 Years
salary Salary not disclosed
qualification
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Posted: 5 Years ago
Views: 13
Applications: 0
Openings: 10

Job Description

Company: Geojit BNP ParibhasPosition: Branch Manager
Prime Responsibility – Managing Branch as Profit Center by revenue generation across all Products & Services
  • 1. Managing the team of relationship manager , dealers atc 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 HNI’s & 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. Analysing & 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 companyCertification Preferred : Graduate with NCFM Certification, NISM certificate,AMFI Mutual Fund Certification) Experience :  4 years and above

Job Particulars

Role Others
EducationB.Com, M.Com, CA, CS, ICWA
Who can applyExperienced (4 Years)
Hiring Process Face to Face Interview, Telephonic Interview
Employment TypeFull Time
Job Id135651
StateTelangana, Delhi, Gujarat, Haryana, Haryana, Maharashtra, Maharashtra, Maharashtra, Tamil Nadu, Uttar Pradesh, Uttar Pradesh, West Bengal
Country India

About Company

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.
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