Business Support Executive

1 day ago

Jamshedpur, Jharkhand, India Geojit Full time ₹ 2,00,000 - ₹ 4,00,000 per year

Role & responsibilities


• Handle service requests, record management of such requests, and ensuring TAT set by regulators and stakeholders.


• Effective use of CRM to maintain regular communication with branch clients through various channels such as telephone calls and meetings.
• Engage in prospecting activities for new clients through methods including cold-calling, scheduling appointments, and seeking referrals.
• Assist clients in account opening procedures and complete investment application forms as well as overseeing routine administrative tasks.

  • Offer financial advice to clients regarding various investment options based on the recommendations given by the fundamental & technical research team only.
  • Keep clients informed about the latest Mutual Fund Schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.
  • Act as a supportive liaison between Financial Consultants (FC), Dealers, and Branch Manager to facilitate smooth business acquisition processes.
  • Read circulars issued by various departments and update customers.
    • Ensure satisfactory customer service, follow-up, and client retention.
    • Manage incoming telephone calls and addressing inquiries promptly.
    • Provide comprehensive information about the company, its products, and services to visitors.
  • Record business transactions in the branch's back-office system.


• Manage accounts including processing payments, collections of (AMC) fees, handling debtors, branch expenses, and conducting reconciliations.

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