Roles and Responsibilities

Cultivate strong relationships with B2B clients, serving as the primary point of contact for their inquiries. concerns, and feedback.

Proactively engage with clients to understand their business objectives and anticipate their needs. Collaborate with internal teams to develop and deliver customized solutions that address the unique requirements of B2B inactive clients.

Act as a liaison between clients and internal stakeholders to ensure alignment and timely execution of deliverables.

Provide ongoing support to B2B, NRI and Mutual Fund clients by promptly addressing any issues, requests or escalations to ensure high levels of satisfaction.

Educate/Inform clients assigned to them on Geojit's products, services, and best practices.

Empower clients to maximize the value they derive from the company's offerings.

Ensure high-quality service delivery by adhering to established service standards and protocols. Continuously seek opportunities to improve customer satisfaction and service efficiency.

Maintain accurate records of client interactions, including inquiries, complaints, and resolutions, in the company's CRM system.





Collaborate with internal departments such as sales, operations, and compliance to address client needs effectively. Escalate complex issues to appropriate teams for resolution.

Ensure compliance with regulatory requirements and company policies related to customer interactions, data privacy, and confidentiality especially when placing orders in the trade terminals.

Job Requirements

1-3 years of experience in inside sales, mutual funds sales, insurance sales or credit services.

Proven track record of meeting or exceeding sales targets consistently over time.

Solid understanding of financial markets, investment products, and industry regulations (e.g., SEBI).

Excellent communication, negotiation, and problem-solving skills.

Skill Sets

Communication Skills (Must be multilingual with excellent communication)

Market knowledge (understand the dynamics of financial business)

Convincing Skills

Analytical skills

Preference will be given to candidates who have NISM Certifications.

📌 Customer Experience Specialist (Kochi)
🏢 Geojit
📍 Kochi