Sales Executive (B2B Financial Consultant) - Geojit Investment Ltd
(2024-11)
- Client Acquisition: Finding new customers and convincing them to open a demat and trading account.
- KYC and Documentation: Collecting and verifying identity documents (PAN, Aadhaar) to ensure compliance with SEBI and depository rules.
- Relationship Management: Assisting clients with portfolio transfers, answering queries, and maintaining ongoing customer satisfaction.
- Cross-Selling: Promoting other financial products like mutual funds, bonds, and insurance to existing account holders.
- Operations and Compliance: Processing transactions smoothly while coordinating with risk and compliance teams.
- Evaluate an investor's financial situation, goals, risk appetite, and investment horizon to recommend appropriate schemes.
- Explain the features, mechanics (such as SIPs) and risks.
- Handle financial transactions (purchases, redemptions, switches) and non-financial updates (KYC, bank mandates).
- Monitor ongoing fund performance and make adjustments to keep the investor aligned with their long-term financial plan.
Sales Executive (CASA) - Utkarsh Small Finance Bank
(2023-05 - 2024-09)
- Sourcing Current, Saving Account, TD, RD and TPP.
- Opening Current and Saving Account.
- Providing bank's services to Existing Customer.
- Sourcing Daily New Leads from Market.
- Maintain D.S.R.
