GEOJIT FINANCIAL SERVICES LTD

Job Description:-

Essential Duties and Responsibilities:

 Communicate with clients to understand their investment objectives, provide market insights, and execute trades according to client’s sole preferences and confirmation.

 Suggest trade & investment recommendations as given by fundamental and technical research team (only).

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

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

 Ensure clients receive precise trade confirmations on a daily basis.  Report customers grievance related to trade disputes directly to Compliance Department, Head Office at the earliest.

 Activation of clients who are dormant or inactive by advocating them to start trading again.

 Execute cross-selling based on customer need, aimed at third-party products to optimize engagement with current clientele, thereby maximize revenue generation for the company.

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

 Monitor market conditions, trends, and news that may impact the prices of securities or other financial products