B2B Relationship Manager
Top Investments
UppalKalan, India
1d ago

Job Description

This role is of Relationship manager through Banking Channel. Geojit has partnership with various banks like Oriental commerce bank, South Indian bank, Andhra bank, Coorporation bank and other banks who do not deal in securities and mutual funds.

These banks get clients who are keen to open Dmat accounts and trade in equity and mutual funds. These clients are referred to the relationship manager who explains then the features and get the forms filled to open DMAT accounts


  • Achieving the Business targets assigned in terms of, generating revenue, acquiring clients, enhancing and upgrading the client relationships
  • Profiling Customers and suggesting financial products to meet customer needs as per their risk appetite

    Ensuring the highest levels of service to the clients

    Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market

    Responsible for cross selling products like Equity, Insurance, Mutual funds, PMS , SIPs etc to the existing set of customers

    Skills, Qualifications &Experience

    Good communication skills

    Graduate with NCFM / NISM Certification 5 (Mutual Fund) is preferred but not mandatory

    Experience - 1- 4 years in capital markets preferably with brokerage firms.

  • Freshers with NCFM or NISM certificates are eligible.
  • Marketing
  • Business Development
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