Life at Geojit

Communicatewith clients to understand their investment objectives, provide marketinsights, and execute trades according to client’s sole preferences andconfirmation.

Suggest trade& investment recommendations as given by fundamental and technical researchteam (only).

Execute buyand sell orders for clients in a timely and accurate manner across differentfinancial markets and instruments while ensuring proper evidence of the orderhas been acquired (Confirm with client: TRAQS- TRADE CODE, RATE, ACTIVITY,QUANTITY and SCRIP).

Expand thecustomer base by actively prospecting for new clients through diverse methodsincluding cold-calling, appointment scheduling, and harnessingreferences/leads.

Ensure clientsreceive precise trade confirmations on a daily basis.

Reportcustomers grievance related to trade disputes directly to ComplianceDepartment, Head Office at the earliest.

Activation ofclients who are dormant or inactive by advocating them to start trading again.

Executecross-selling based on customer need, aimed at third-party products to optimizeengagement with current clientele, thereby maximize revenue generation for thecompany.

Maintainconsistent communication with clients who are mapped to him/her via telephonecalls and in-person meetings.

Monitor marketconditions, trends, and news that may impact the prices of securities or otherfinancial products.

Assess andmanage the risks associated with executing trades, including market risk,liquidity risk, and operational risk.

Ensurecompliance with regulatory requirements, internal policies, and industry bestpractices related to trade execution and client interactions.

Stay updatedon the features, risks, and potential returns of various financial productsoffered by the company.

Collaboratewith colleagues in other departments such as research, sales, and riskmanagement to provide holistic solutions to clients and contribute to theoverall success of the organization.

Stay updatedon the developments in financial markets, regulatory changes, and technologicaladvancements that may impact the role of a dealer.

Expand the customer base byactively prospecting for new clients through diverse methods includingcold-calling, appointment scheduling, and harnessing references/leads.

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

Execute cross & up-sellingaimed at providing third-party products to optimize engagement with currentclientele, thereby enhancing revenue generation for the company without anyform of mis-selling.

Ensure the maintenance and growthof Assets under Management (AUM) within the branch.

Maintain consistent communicationwith clients who are mapped to him/her via telephone calls and in-personmeetings.

Educate potential prospects aboutthe company, its products, and services.

Provide regular updates toclients through research reports on equity, new mutual fund schemes, New FundOffers (NFOs), Initial Public Offerings (IPOs), and market trends.

Assist clients with investmentapplication forms and guide them through the completion process.

Deliver after-sales service,conduct follow-ups, and ensure client retention.

Prepare daily sales reports andsubmit them to the reporting officer.

Make prompt entries in CRM and /or back office of the businesses / activities done.

Contribute to branch promotionalactivities to enhance visibility and engagement.