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, Insuranceand PMS∙ Update clients with Research Reports on Equity, recent MF Schemes, NFOs, IPOs and onmarket trends.∙

Cross Sell to existing clients∙ Keep regular contacts with the clients of the branch through telephone calls and meetings∙

Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads.

 Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products which may be launched in the future based on the needs of the customer.





 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) within the branch.

 Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings.

 Educate potential prospects about the company, its products, and services.

Job Type: Full-time

Pay: ₹23,000.00 - ₹35,000.00 per month

Benefits

- Cell phone reimbursement
- Health insurance
- Paid sick time
- Provident Fund

Education:
- Bachelor's (Required)

Experience:
- Sales: 1 year (Required)

Work Location: In person

📌 Business Development Officer (Kolenchery)
🏢 Geojit Financial Services
📍 Kolenchery